Create new Sage Intacct contacts from completed MemberPress member signups
Streamline your customer management process with this simple but powerful workflow. Once a member completes their signup on MemberPress, their contact information is instantly transferred to the Sage Intacct app. This automation ensures every new member is captured in your system, saving you time and eliminating manual data entry. It's a seamless way to keep your accounting records updated whenever there's a new addition to your community.
Streamline your customer management process with this simple but powerful workflow. Once a member completes their signup on MemberPress, their contact information is instantly transferred to the Sage Intacct app. This automation ensures every new member is captured in your system, saving you time and eliminating manual data entry. It's a seamless way to keep your accounting records updated whenever there's a new addition to your community.
- When this happens...Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
- automatically do this!Create Contact
Triggers when a new contact is created.
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Course Completed
Triggers when a course is completed in MemberPress.
Try ItMember Deleted
Triggers when a member is deleted from the system.
Try ItQuiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Try ItSubscription Expired
Triggers when a subscription expires.
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Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
Try ItMember Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Try ItSubscription Created
Triggers when a subscription is created.
Try ItSubscription Stopped
Triggers when a subscription is canceled.
Try It