Patreon + Sage Intacct
Create new Sage Intacct contacts from new Patreon members
Ensure you never miss out on a new Patreon member with this convenient workflow. This automation initiates when a new member joins on Patreon and instantaneously creates a contact in your Sage Intacct, saving you time and helping you maintain your records efficiently. It's a practical solution for managing memberships and contacts seamlessly in just one step.
Ensure you never miss out on a new Patreon member with this convenient workflow. This automation initiates when a new member joins on Patreon and instantaneously creates a contact in your Sage Intacct, saving you time and helping you maintain your records efficiently. It's a practical solution for managing memberships and contacts seamlessly in just one step.
- When this happens...New Member
Triggers when a new member is created, either by pledging or by following a campaign.
- 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
