Patreon + Sage Intacct
Find customers in Sage Intacct for new member pledges on Patreon
Simplify your finance management with this workflow. Whenever a new member pledge is recorded in Patreon, it kickstarts a process in Sage Intacct to promptly find the corresponding customer details. This helps maintain clean, consistent financial records and enhances your ability to support patrons and track revenue. Say goodbye to manual data transfers and enjoy this seamless process.
Simplify your finance management with this workflow. Whenever a new member pledge is recorded in Patreon, it kickstarts a process in Sage Intacct to promptly find the corresponding customer details. This helps maintain clean, consistent financial records and enhances your ability to support patrons and track revenue. Say goodbye to manual data transfers and enjoy this seamless process.
- When this happens!New Member Pledge
Triggers when a new member is created by pledging, or an existing member who is following converts to a pledging member.
- Free forever for core features
- 14 day trial for premium features & apps
Delete Member
Triggers when an existing membership is deleted.
Try ItDelete Pledge
Triggers when an existing pledge is deleted.
Try ItNew Member Pledge
Triggers when a new member is created by pledging, or an existing member who is following converts to a pledging member.
Try ItUpdated Member
Triggers when a membership has been updated.
Try It
Delete Member Pledge
Triggers when an existing pledge on a membership is deleted.
Try ItNew Member
Triggers when a new member is created, either by pledging or by following a campaign.
Try ItNew Pledge
Triggers when a new pledge is received on a campaign.
Try ItUpdated Member Pledge
Triggers when the pledge on a membership has been updated.
Try It
