FormCan + Sage Intacct
Create new Sage Intacct contacts from new FormCan submissions
Experience seamless data updating between FormCan and Sage Intacct with this workflow. Whenever a new submission is recorded in FormCan, this connection promptly establishes a new contact in Sage Intacct. This process increases efficiency, decreases the risk of data entry errors and ensures a smooth transition between data collection and contact management.
Experience seamless data updating between FormCan and Sage Intacct with this workflow. Whenever a new submission is recorded in FormCan, this connection promptly establishes a new contact in Sage Intacct. This process increases efficiency, decreases the risk of data entry errors and ensures a smooth transition between data collection and contact management.
- When this happens...New Submission
Triggers when a form is submitted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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
FormRequired
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
