Patreon + Sage Intacct
Create contacts in Sage Intacct for new member pledges in Patreon
Streamline your accounting process when you receive new pledges on Patreon. With this workflow, each time a new member makes a pledge on Patreon, their information is instantly added as a new contact in Sage Intacct. This seamless creation of contacts aids in tracking your support and enables efficient financial management. It's a simple way to save time and maintain precision in your accounting process.
Streamline your accounting process when you receive new pledges on Patreon. With this workflow, each time a new member makes a pledge on Patreon, their information is instantly added as a new contact in Sage Intacct. This seamless creation of contacts aids in tracking your support and enables efficient financial management. It's a simple way to save time and maintain precision in your accounting 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.
- automatically do this!Create Contact
Triggers when a new contact is created.
- 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
