Patreon + Sage Intacct
Create contacts in Sage Intacct for new member pledges on Patreon
Easily manage your Patreon supporters in your financial software with this workflow. When a new member makes a pledge on Patreon, their details are transferred into Sage Intacct as a new contact. This process not only saves time but also ensures accurate, up-to-date records for your Patreon supporters in your financial system.
Easily manage your Patreon supporters in your financial software with this workflow. When a new member makes a pledge on Patreon, their details are transferred into Sage Intacct as a new contact. This process not only saves time but also ensures accurate, up-to-date records for your Patreon supporters in your financial system.
- 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.
- automatically do this!Create Contact
Triggers when a new contact is created.
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- 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
