Sage Intacct + Stripe (Legacy)

Create new Sage Intacct contacts from new Stripe (Legacy) charges

Track and manage your customer billing with ease by utilizing this workflow. Whenever there's a new charge in your Stripe (Legacy) account, essential customer information is seamlessly incorporated into the Sage Intacct as a new contact. This workflow not only streamlines your customer management but also reduces data entry errors by ensuring consistent and accurate financial data across your platforms.

When this happens...
New Charge
Triggers when someone's credit card is charged.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
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
Try It
- 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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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

- 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
- State
Trigger
Polling
Try It
- Status
Trigger
Polling
Try It
- 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

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