ConvertFlow + Sage Intacct

Create new Sage Intacct contacts from new ConvertFlow form/survey submissions

Streamline your contact management process with this efficient workflow. When a new form or survey submission is received in ConvertFlow, a contact is instantly created in Sage Intacct. No more manual data entries or missed connections. This workflow helps you keep your contacts updated and organized consistently.

Streamline your contact management process with this efficient workflow. When a new form or survey submission is received in ConvertFlow, a contact is instantly created in Sage Intacct. No more manual data entries or missed connections. This workflow helps you keep your contacts updated and organized consistently.

  1. When this happens...
    ConvertFlowConvertFlow
    Contact Created or Updated

    Triggers when a contact is created or updated by a campaign. Includes event data.

    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

    • Campaign

    Trigger
    Instant
    Try It
    • EmailRequired

    • First Name

    • Last Name

    • Phone

    • Company Name

    • Company Title

    • Address

    • City

    • State

    • Zip Code

    • Country

    • Source URL

    • Custom Fields

    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
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convertflow logo

About ConvertFlow

ConvertFlow is an all-in-one platform for converting visitors. Create, personalize and launch forms, popups, surveys and landing pages, without coding.
Learn more

Related categories

  • Forms & Surveys

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
sage-intacct logo
sage-intacct logo

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