Patreon + Sage Intacct
Create Sage Intacct contacts from new Patreon member pledges
Bolster your customer relationship management with this simple workflow. When a new member makes a pledge on Patreon, their details are swiftly transformed into a new contact within your Sage Intacct system. It's a seamless way to keep your supporter database up-to-date, reducing manual data entry and ensuring you can quickly connect with your growing community.
Bolster your customer relationship management with this simple workflow. When a new member makes a pledge on Patreon, their details are swiftly transformed into a new contact within your Sage Intacct system. It's a seamless way to keep your supporter database up-to-date, reducing manual data entry and ensuring you can quickly connect with your growing community.
- 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
