Sage Intacct + Stripe (Legacy)

Create contacts in Sage Intacct for new customers in Stripe (Legacy)

Ensure seamless data integration with this process that takes over once a new customer signs up via Stripe (Legacy). It immediately generates a new contact record in Sage Intacct, fostering an effective way to manage new client data across your platforms. This workflow streamlines information transfer, thus reducing errors from manual entry and making your customer management more efficient.

When this happens...
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
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New Coupon
Triggers when you add a new Stripe coupon.
Trigger
Polling
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- Event Type
Trigger
Instant
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New Invoice Item
Triggers when a new invoice item is listed.
Trigger
Polling
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- Include Failed Payments?
Trigger
Instant
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New Refund
Triggers when a new refund is created.
Trigger
Polling
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- CustomerRequired
- PlansRequired
- Collection MethodRequired
- Coupon
- Cancel at period end?Required
- Metadata
Action
Write

- CustomerRequired
- Name
- Email Address
- Description
- Phone
- Metadata
Action
Write
- Find by
- QueryRequired
Action
Search
- Status
Trigger
Polling
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- State
Trigger
Polling
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- State
Trigger
Polling
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- Status
Trigger
Polling
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- Suggested Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Primary Email Address
- Secondary Email Address
- Primary Phone
- Secondary Phone
- Mobile Phone
- Pager
- Fax
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Territory
- ZIP or Postal Code
- Country
- ISO Country Code
- Primary URL
- Secondary URL
- Status
- Discount
- Is Taxable?
- Tax ID
- Show in Contact List
Action
Write
- Invoice DateRequired
- Due DateRequired
- Action
- Invoice Number
- Reference Number
- Description
- Document ID
- Base Currency
- Transaction Currency
- Exchange Rate - Date
- Exchange Rate - Rate
- Exchange Rate - Type ID
- Customer Message - Choose Existing Message
- Customer Message - Custom Message
- Contacts - Pay To
- Contacts - Return To
- Contacts - Return To - Tax ID
- Contacts - Return To - Tax Group
- Billback Template
- Attachment
- CustomerRequired
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Transaction AmountRequired
- GL AccountRequired
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
Action
Write
- Document type
- VendorRequired
- Transaction dateRequired
- Date
- Rate
- Type ID
- Payment term
- Shipping method
- Attachment
- Tax solution
- Source document
- Primary contact
- Ship to contact
- Bill to contact
- Deliver to contact
- ItemRequired
- UnitRequired
- QuantityRequired
- Unit priceRequired
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
Action
Write
- CustomerRequired
- Name
- Sales Representative
- Customer Type
- Territory
- Parent Customer
- Shipping Method
- Payment Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Document type
- Vendor invoiceRequired
- Vendor
- Transaction date
- Date
- Rate
- Type ID
- Payment term
- Shipping method
- Attachment
- Tax solution
- Source document
- Primary contact
- Ship to contact
- Bill to contact
- Deliver to contact
- Item
- Unit
- Quantity
- Unit price
- Line description
- Line memo
- Location
- Warehouse
- Department
- Project
- Task
- Class
- Customer
- Employee
- Subtotals
- History records
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

- Include Failed Charges?
Trigger
Instant
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New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created (supports line items).
Trigger
Polling
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- Customer
- Status
Trigger
Polling
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New Plan
Triggers when you add a new Stripe plan.
Trigger
Polling
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- Subscription To CancelRequired
Action
Write
- Email AddressRequired
- Name
- Description
- Line 1
- City
- Country
- Line 2
- Postal Code
- State
- Phone
- Metadata
Action
Write
- Charge Stripe IDRequired
Action
Search
- CustomerRequired
- Plan
- Status
Action
Search
- 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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- Document type
- State
Trigger
Polling
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- Due DateRequired
- Created DateRequired
- Vendor
- Transaction AmountRequired
- GL AccountRequired
- Total Transaction Amount
- Memo
- Location
- Department
Action
Write
- NameRequired
- Sales Representative
- Customer Type
- Territory
- Parent
- Shipping Method
- Term
- Account Group
- Price List
- Price Schedule
- Override Offset GL Account
Action
Write
- Project resource
- Project
- Employee
- Item
- Labor rate
- Expense rate
- AP and purchasing rate
Action
Write
- BillRequired
- Vendor
- Payment term
- Tax solution
- Attachment
- Bill summary
- Location
- Bill back template
- Fully paid date
- Pay to contact
- Return to contact
- Base currency
- Transaction currency
- Exchange rate date
- Exchange rate
- Exchange rate type
Action
Write
- InvoiceRequired
- Invoice Date
- Due Date
- Action
- Invoice Number
- Reference Number
- Description
- Document ID
- Base Currency
- Transaction Currency
- Exchange Rate - Date
- Exchange Rate - Rate
- Exchange Rate - Type ID
- Customer Message - Choose Existing Message
- Customer Message - Custom Message
- Contacts - Pay To
- Contacts - Return To
- Contacts - Return To - Tax ID
- Contacts - Return To - Tax Group
- Billback Template
- Attachment
- Customer
- Customer - Delivery Options
- Payment Term
- Tax Solution Key
- Invoice Summary
- Line Item Key
- Transaction Amount
- GL Account
- Override Offset GL Account
- Memo
- Allocation
- Account Label
- Location
- Department
- Employee
- Project
- Customer
- Vendor
- Item
- Warehouse
- Class
- Task
- Cost Type
- Asset
- Contract
- Affiliate Entity
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
Find Invoices
Finds invoices within a date range.
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 Stripe (Legacy)

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

Learn more