Patreon + Sage Intacct

Create new contacts in Sage Intacct for new members in Patreon

Automate your contact management process with this integration between Patreon and Sage Intacct. Whenever you welcome a new member on Patreon, their details are instantly transformed into a new contact within Sage Intacct. This helps you keep track of your Patreon members in Sage Intacct, reducing manual entry and ensuring your records are always up-to-date.

When this happens...
New Member
Triggers when a new member is created, either by pledging or by following a campaign.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Start free with email

Start free with Google

Free forever for core features
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Supported triggers and actions

Delete Member
Triggers when an existing membership is deleted.
Trigger
Instant
Try It
Delete Pledge
Triggers when an existing pledge is deleted.
Trigger
Instant
Try It
New Member Pledge
Triggers when a new member is created by pledging, or an existing member who is following converts to a pledging member.
Trigger
Instant
Try It
Updated Member
Triggers when a membership has been updated.
Trigger
Instant
Try It
Updated Pledge
Triggers when a pledge has been updated.
Trigger
Instant
Try It

- 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

Delete Member Pledge
Triggers when an existing pledge on a membership is deleted.
Trigger
Instant
Try It
New Member
Triggers when a new member is created, either by pledging or by following a campaign.
Trigger
Instant
Try It
New Pledge
Triggers when a new pledge is received on a campaign.
Trigger
Instant
Try It
Updated Member Pledge
Triggers when the pledge on a membership has been updated.
Trigger
Instant
Try It
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- 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

About Patreon

Patreon was built to power membership businesses for creators and strives to support creators who wish to gain consistent, sustainable income through their work. Patreon also empowers creators to retain direct contact with their most passionate fans and own creative control of their work.

Related categories

Fundraising

Similar apps

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

Patreon + Sage Intacct

Create new contacts in Sage Intacct for new members in Patreon

Supported triggers and actions

Delete Member

Delete Pledge

New Member Pledge

Updated Member

Updated Pledge

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Delete Member Pledge

New Member

New Pledge

Updated Member Pledge

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Patreon

Related categories

Similar apps

Mightycause

Podia

Memberful

About Sage Intacct

Related categories

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