Gravity Forms + Sage Intacct
Create new Sage Intacct contacts from new Gravity Forms submissions
Easily add each new Gravity Forms submission as a contact in your Sage Intacct account with this streamlined workflow. This automation solution instantly does the job for you, avoiding manual data entry and saving your valuable time. With each submitted form from Gravity Forms, this process swiftly creates a new contact within Sage Intacct, allowing you to focus on more important tasks. This is an ideal solution for those wanting to seamlessly merge data from form entries to their contact management system.
Easily add each new Gravity Forms submission as a contact in your Sage Intacct account with this streamlined workflow. This automation solution instantly does the job for you, avoiding manual data entry and saving your valuable time. With each submitted form from Gravity Forms, this process swiftly creates a new contact within Sage Intacct, allowing you to focus on more important tasks. This is an ideal solution for those wanting to seamlessly merge data from form entries to their contact management system.
- 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
