Create new Sage Intacct contacts from new Gravity Forms submissions
Ensure a seamless flow of data between Gravity Forms and Sage Intacct with this automation. The moment a form is submitted on Gravity Forms, this workflow springs into action and creates a new contact on Sage Intacct immediately. It simplifies your contact management process, letting you focus on building strong relationships without worrying about manual data transfer.
Ensure a seamless flow of data between Gravity Forms and Sage Intacct with this automation. The moment a form is submitted on Gravity Forms, this workflow springs into action and creates a new contact on Sage Intacct immediately. It simplifies your contact management process, letting you focus on building strong relationships without worrying about manual data transfer.
- 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