Gravity Forms + Sage Intacct

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.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
  • Sage Intacct triggers, actions, and search

    New Payment Received (Accounts Receivable)

    Triggers when a new AR payment is added.

    Trigger
    Polling
    Try It
    • Vendor 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

    Action
    Write
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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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sage-intacct logo
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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting