Google Forms + Sage Accounting Integration
Create or Update Contact, Service, Product, Contact Payment, Purchase Invoice, and Sales Invoice in Sage Accounting on Google Form submission.
What is Form Director?
Form Director is a Google Workspace add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks, etc.
It is available in the Google workspace Marketplace.
Please check installation instructions to install the add-on.
What is Sage Accounting?
Google Forms to Sage Accounting: Use Case(s)
> Create Contacts on Sage from Google Forms
> Update Contacts on Sage from Google Forms
Create/Update sections on Form Submit
Demo Video: Integrate Google Forms with Sage Accounting
List of Sage Accounting Sections supported
Setting Up Form Director
Name your service.
Choose Sage from the list of Applications.
Choose a service under services.
Authorization For Sage Accounting Account
Click on Connect.
Mention your login credentials.
Click on Allow.
Verify with Sage is connected.
Service 1: Create Record
Configuration for Sage Accounting
Select a Sage Business.
Select a Sage Section.
Select a key field for the update if the selected service is 'Update'.
Mapping of form fields to that of app fields is to be done in order to create contact with your form data.
Click on the add icon to add a new mapping
Once you have done mapping you can save the service.
Note: Mapping should be done between the app field and the form field of the same type.
Notify your audience with success or error notifications.
Switch on Send Email to send an email during execution.
Select the attachment to the email from the file upload in Google Forms.
Click Pick Drive Files to attach files to the Email.
Finish setting up
You are all set to direct the Form Data in Sage Accounting on your Google Form submission.
Execution of service
Submit the Google Form.
This Form Submission executes service in your authorized Sage account.