Jotform + Sage Intacct
Find customers in Sage Intacct for new submissions in Jotform
Automate your data management processes with this efficient workflow. On receiving a new entry in Jotform, this system swiftly retrieves the related customer details in Sage Intacct. Streamlined and accurate, this operation replaces manual data entry, ensuring seamless coordination between your form submissions and financial software. Experience improved efficiency and accuracy in your customer relationship management.
Automate your data management processes with this efficient workflow. On receiving a new entry in Jotform, this system swiftly retrieves the related customer details in Sage Intacct. Streamlined and accurate, this operation replaces manual data entry, ensuring seamless coordination between your form submissions and financial software. Experience improved efficiency and accuracy in your customer relationship management.
- When this happens!
New SubmissionTriggers when a new submission has been added to a specific form.
TriggerInstantThis event starts a Zap instantly.
- Free forever for core features
- 14 day trial for premium features & apps
Select a formRequired
Asignee emailRequired
Invitation Message
Assignee Permission
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Select a formRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Select a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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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.
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Related Zap Templates
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- Create database items in Notion for new Jotform submissions
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- Add rows to sheets in SmartSheet with new Jotform submissions
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- Update Klaviyo subscribers with new Jotform submissions
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- Post new Jotform submissions as messages in Discord forum
- Create new Microsoft Outlook events from new Jotform submissions
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- Create documents from templates in Google Docs for new submissions in Jotform
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- Create Microsoft Outlook contacts from new Jotform submissions
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