Gravity Forms + Sage Intacct
Create new Sage Intacct contacts from new Gravity Forms submissions
When a form is submitted in Gravity Forms, this workflow instantly adds a new contact in Sage Intacct. Perfect for efficient customer management, this process eliminates the movement of recording information manually, creating more opportunities to cultivate stronger relations with your contacts. Experience a streamlined data transfer and maintain a consistently updated contact database.
When a form is submitted in Gravity Forms, this workflow instantly adds a new contact in Sage Intacct. Perfect for efficient customer management, this process eliminates the movement of recording information manually, creating more opportunities to cultivate stronger relations with your contacts. Experience a streamlined data transfer and maintain a consistently updated contact database.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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FormRequired
Status
Try ItNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItVendor IDRequired
Bill Number
Transaction DateRequired
Due DateRequired
Payment Term
Reference Number
GL Posting Date
Transaction Currency
Base Currency
Exchange Rate Type
Exchange Rate Date
Exchange Rate Value
Attachments ID
GL Account NumberRequired
Transaction AmountRequired
Description
Department ID
Location ID
Project ID
Customer ID
Item ID
Contract ID
