Sage Intacct + Wix

Create new Sage Intacct contacts from newly submitted Wix forms

Ensure a smooth transfer of contact details from Wix forms to Sage Intacct with this efficient workflow. When someone fills out a form on your Wix website, their contact information will be swiftly added to your Sage Intacct system. This seamless process cuts out manual data entry, saving you time and minimizing error, allowing you to manage customer information effortlessly.

When this happens...
Forms
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
- Event startsRequired
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
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- Copy Field Install App Help Text
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact 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
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
Try It
- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Copy Field Install App Help Text
Trigger
Instant
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- Status
Trigger
Polling
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New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
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- Vendor 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
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

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

About Wix

The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated and dynamic online presence.

Learn more

Related categories

Website Builders

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Sage Intacct + Wix

Create new Sage Intacct contacts from newly submitted Wix forms

eCommerce

Events

Tasks and Workflows

Members and Contacts

Forms

File Share

Online Programs

Loyalty and Referrals

Wix Restaurants

Wix Proposals

Segments

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Bookings

Chat and Inbox

Wix Forum

Blog

Pricing Plans

CMS Forms

Wix Donations

Payments

Wix Reviews

Wix Portfolio

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Sage Intacct

Related categories

About Wix

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates