Sage Intacct + Stripe
Create contacts in Sage Intacct from new customers in Stripe
This automation helps in seamlessly managing your customer data. When a new customer joins via Stripe, their information is directly updated as a contact in your Sage Intacct platform. This workflow ensures an updated, efficient way of maintaining your contacts, saving you time and reducing manual data entry. Stay on top of your business relationships by having all customer information in one place.
This automation helps in seamlessly managing your customer data. When a new customer joins via Stripe, their information is directly updated as a contact in your Sage Intacct platform. This workflow ensures an updated, efficient way of maintaining your contacts, saving you time and reducing manual data entry. Stay on top of your business relationships by having all customer information in one place.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ignore payments intentsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Collection Method
Customer ID
Subscription ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModeRequired
Price ID
Quantity
Success URLRequired
Cancel URL
Customer ID
Customer Email
Payment Method Types
Currency
Billing Address Collection
Shipping Countries
Allow Promotion Codes
Automatic Tax Enabled
Coupon ID
Promotion Code ID
Client Reference ID
Expires At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer ID
Description
Quantity
Unit Price
Amount
Include Tax In Price?
Item Taxes
Is Discountable?
Item Coupons
Supply Date - Start
Supply Date - End
Invoice Item Currency
Price ID
Invoice Item Subscription ID
Tax Code
Shipping Rate
Invoice Coupons
Default Tax Rates
Payment Collection
Due Date
Days Until Due
Turn On Automatic Collection?
Default Payment Method
Memo
Footer
Custom Fields
Tax IDs
PDF Page Size
Shipping Details Instructions
Shipping Details - Name
Shipping Details - Phone
Shipping Details - Address Line 1
Shipping Details - Address Line 2
Shipping Details - City
Shipping Details - State
Shipping Details - Postal Code
Shipping Details - Country
Subscription ID
Automatic Tax Enabled?
Invoice Currency
Effective At
Payment Method Types
Rendering - Amount Tax Display
Statement Descriptor
Pending Invoice Items Behavior
Invoice Metadata
Help Text For Finalizing Sending Charging
Finalize Invoice?
Send Invoice for Manual Payment?
Pay Invoice?
Pay Invoice - Forgive
Pay Invoice - Off-Session
Pay Invoice - Paid Out of Band
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PriceRequired
QuantityRequired
Minimum adjustable quantity
Maximum adjustable quantity
Collect Tax Automatically?
Allow Promotion Codes?
Maximum number of times the link can be used
Collect Customers' Addresses?
Require customers to provide a phone number?
Collect Tax ID?
Create Invoice on Payment?
Require customers to accept terms of service agreement?
Confirmation Page
Metadata
Payment Method Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind by
QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Dispute
Triggers when a dispute is updated (usually with evidence).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning
Payment IDRequired
Payment Method ID
Receipt Email
Error on Requires Action?
Shipping - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Postal Code
Shipping Address - City
Shipping Address - State
Shipping Address - Country
Shipping - Carrier
Shipping - Phone
Shipping - Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Shipping - Phone
Language
Invoice prefix
Next Invoice Sequence
Tax Status
Credit Balance
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
AmountRequired
CurrencyRequired
Customer ID
Payment Method ID
Confirm Payment Immediately?
Error on Requires Action?
Off Session?
Payment Description
Receipt Email
Shipping - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Postal Code
Shipping Address - City
Shipping Address - State
Shipping Address - Country
Shipping - Carrier
Shipping - Phone
Shipping - Tracking Number
Statement Descriptor
Statement Descriptor Suffix
Metadata
Capture Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
CurrencyRequired
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
Collection MethodRequired
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Shipping - Phone
Language
Invoice prefix
Next Invoice Sequence
Tax Status
Credit Balance
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Account Balance
Finds the account balance for your stripe account
ActionThis is an event a Zap performs.SearchFind existing data in your appStripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSuggested 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Sage Intacct
Related categories
About Stripe
Related categories
Related Zap Templates
- Create New Contacts in Sage Intacct for new Customers in Stripe
- Record Payment in Stripe when new AR Payment in Sage Intacct is added
- Generate Stripe payment links for new Sage Intacct invoices
- Create new prices in Stripe for every new invoice in Sage Intacct
- Find and manage new Stripe customers in Sage Intacct
- Create new Stripe customers from new Sage Intacct invoices
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Find customers in Sage Intacct for every new subscription in Stripe
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create Sage Intacct contacts from new Stripe payment links
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts for new Stripe customers
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new customers in Stripe
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts for new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from new Stripe disputes
- Create new Sage Intacct contacts from new Stripe payments
- Create Sage Intacct contacts from new Stripe customers
- Create Sage Intacct contacts from new Stripe payments
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts for new Stripe payments
- Create contacts in Sage Intacct for new subscriptions in Stripe
- Create new Sage Intacct contacts from new Stripe subscriptions
- Complete checkout sessions in Stripe and create new contacts in Sage Intacct
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create contacts in Sage Intacct for new payments in Stripe
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts when Stripe checkout sessions are completed
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
Related Zap Templates
- Create New Contacts in Sage Intacct for new Customers in Stripe
- Create new prices in Stripe for every new invoice in Sage Intacct
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create Sage Intacct contacts from new Stripe payment links
- Create new Sage Intacct contacts for new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe charges
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create contacts in Sage Intacct for new subscriptions in Stripe
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Record Payment in Stripe when new AR Payment in Sage Intacct is added
- Find and manage new Stripe customers in Sage Intacct
- Create new Sage Intacct contacts from new Stripe payments
- Find customers in Sage Intacct for every new subscription in Stripe
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from new customers in Stripe
- Create new Sage Intacct contacts for new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe disputes
- Create Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from new Stripe customers
- Generate Stripe payment links for new Sage Intacct invoices
- Create new Stripe customers from new Sage Intacct invoices
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts for new Stripe payments
- Complete checkout sessions in Stripe and create new contacts in Sage Intacct
- Create contacts in Sage Intacct for new payments in Stripe
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts when Stripe checkout sessions are completed