Create new Sage Intacct contacts from new Gravity Forms submissions
Experience streamlined operations when you connect Gravity Forms and Sage Intacct. Whenever a new response is collected in Gravity Forms, this workflow ensures the information is processed and a corresponding contact is created in your Sage Intacct system immediately. Say goodbye to repetitive data entry, and make way for enhanced efficiency, saving you precious time and resources.
Experience streamlined operations when you connect Gravity Forms and Sage Intacct. Whenever a new response is collected in Gravity Forms, this workflow ensures the information is processed and a corresponding contact is created in your Sage Intacct system immediately. Say goodbye to repetitive data entry, and make way for enhanced efficiency, saving you precious time and resources.
- 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