Sage Intacct + WPForms
Create new Sage Intacct contacts from new WPForms entries
Turn your latest WPForms entries into contacts on Sage Intacct with this efficient workflow. Once set, this automation steps in when a new form entry is submitted in WPForms, creating a new contact in Sage Intacct. This way, you can ensure all your form participants are up-to-date in your contact list, saving you valuable time and effort in data management.
Turn your latest WPForms entries into contacts on Sage Intacct with this efficient workflow. Once set, this automation steps in when a new form entry is submitted in WPForms, creating a new contact in Sage Intacct. This way, you can ensure all your form participants are up-to-date in your contact list, saving you valuable time and effort in data management.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Contact
Triggers when a new contact is created.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItStatus
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
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
State
Try ItStatus
Try ItContact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Taxable
Tax ID
Contact Tax Group Name
Active
Primary Phone Number
Secondary Phone Number
Cellular Phone Number
Pager Number
Fax Number
Primary Email Address
Secondary Email Address
Primary URL
Secondary URL
Address Line 1
Address Line 2
City
State/Province
ZIP/Postal Code
Country
