Sage Intacct + Stripe
Find and manage new Stripe customers in Sage Intacct
With this workflow, you can streamline your customer management between Stripe and Sage Intacct. Every time a new customer is added in your Stripe account, their details are instantly located in Sage Intacct. This automation helps in fostering seamless communication between the two platforms, ensuring your customer data is always updated and ready for your immediate reference. An efficient solution to maintain accurate customer records across platforms.
With this workflow, you can streamline your customer management between Stripe and Sage Intacct. Every time a new customer is added in your Stripe account, their details are instantly located in Sage Intacct. This automation helps in fostering seamless communication between the two platforms, ensuring your customer data is always updated and ready for your immediate reference. An efficient solution to maintain accurate customer records across platforms.
- When this happens!
New CustomerTriggers when a new customer is added.
TriggerInstantThis event starts a Zap instantly.
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- 14 day trial for premium features & apps
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Ignore payments intentsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Collection Method
Customer ID
Subscription ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModeRequired
Price ID
Quantity
Success URLRequired
Cancel URL
Customer ID
Customer Email
Payment Method Types
Currency
Billing Address Collection
Shipping Countries
Allow Promotion Codes
Automatic Tax Enabled
Coupon ID
Promotion Code ID
Client Reference ID
Expires At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer ID
Description
Quantity
Unit Price
Amount
Include Tax In Price?
Item Taxes
Is Discountable?
Item Coupons
Supply Date - Start
Supply Date - End
Invoice Item Currency
Price ID
Invoice Item Subscription ID
Tax Code
Shipping Rate
Invoice Coupons
Default Tax Rates
Payment Collection
Due Date
Days Until Due
Turn On Automatic Collection?
Default Payment Method
Memo
Footer
Custom Fields
Tax IDs
PDF Page Size
Shipping Details Instructions
Shipping Details - Name
Shipping Details - Phone
Shipping Details - Address Line 1
Shipping Details - Address Line 2
Shipping Details - City
Shipping Details - State
Shipping Details - Postal Code
Shipping Details - Country
Subscription ID
Automatic Tax Enabled?
Invoice Currency
Effective At
Payment Method Types
Rendering - Amount Tax Display
Statement Descriptor
Pending Invoice Items Behavior
Invoice Metadata
Help Text For Finalizing Sending Charging
Finalize Invoice?
Send Invoice for Manual Payment?
Pay Invoice?
Pay Invoice - Forgive
Pay Invoice - Off-Session
Pay Invoice - Paid Out of Band
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PriceRequired
QuantityRequired
Minimum adjustable quantity
Maximum adjustable quantity
Collect Tax Automatically?
Allow Promotion Codes?
Maximum number of times the link can be used
Collect Customers' Addresses?
Require customers to provide a phone number?
Collect Tax ID?
Create Invoice on Payment?
Require customers to accept terms of service agreement?
Confirmation Page
Metadata
Payment Method Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind by
QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Dispute
Triggers when a dispute is updated (usually with evidence).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Warning
Payment IDRequired
Payment Method ID
Receipt Email
Error on Requires Action?
Shipping - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Postal Code
Shipping Address - City
Shipping Address - State
Shipping Address - Country
Shipping - Carrier
Shipping - Phone
Shipping - Tracking Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Shipping - Phone
Language
Invoice prefix
Next Invoice Sequence
Tax Status
Credit Balance
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
AmountRequired
CurrencyRequired
Customer ID
Payment Method ID
Confirm Payment Immediately?
Error on Requires Action?
Off Session?
Payment Description
Receipt Email
Shipping - Name
Shipping Address - Line 1
Shipping Address - Line 2
Shipping Address - Postal Code
Shipping Address - City
Shipping Address - State
Shipping Address - Country
Shipping - Carrier
Shipping - Phone
Shipping - Tracking Number
Statement Descriptor
Statement Descriptor Suffix
Metadata
Capture Method
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
CurrencyRequired
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
Collection MethodRequired
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Shipping - Phone
Language
Invoice prefix
Next Invoice Sequence
Tax Status
Credit Balance
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Account Balance
Finds the account balance for your stripe account
ActionThis is an event a Zap performs.SearchFind existing data in your appStripe Charge IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Sage Intacct
Related categories
About Stripe
Related categories
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- Add new Stripe sales as rows on Google Sheets
- Add new Stripe customers to Mailchimp lists
- Turn new Stripe customers into SendinBlue contacts
- Get Slack notifications for new Stripe sales
- Post failed Stripe payments to Slack
- Create Xero invoices for new Stripe payments
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- Add or update ActiveCampaign contacts with new Stripe payments
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- Add new Stripe customers as Trainerize clients
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- Get Slack notifications for new Stripe customers
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- Record gift entries in Little Green Light with new Stripe charges
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- Plant trees with Ecologi when new Stripe payments are made
- Add new Stripe payments to Google Ads as contacts in customer lists with email
- Add new Stripe customers as EmailOctopus contacts
- Add new Stripe payments to a row on Excel
- Add or update ActiveCampaign contacts for new Stripe events
- Create Salesforce opportunities from new Stripe payments
- Send facebook conversions events when new Stripe payments occur
- Archive Stripe customers to a Google Sheet
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- Send Slack channel messages for new canceled subscriptions in Stripe
- Invite members to Circle when new subscriptions occur in Stripe
- Thank Stripe customers with a Gmail email
- Upload documents for bookkeeping in lexoffice when new payments occur in Stripe
- Add or update Mailchimp subscribers for new customers in Stripe
- Add new Stripe payments to Google Sheets row(s)
- Complete checkout sessions in Stripe and send offline conversions in Google Ads
- Create Xero sales invoices for new Stripe invoices
- Send email notifications for completed Stripe checkout sessions.
- Send purchase events to Facebook Conversions with new charges in Stripe
- Create invoices in Stripe for every new payment received
- Invite members to Skool for new subscriptions in Stripe
- Get new Stripe plan cancellations and deactivate corresponding Trainerize accounts
- Generate new Keygen licenses from new Stripe subscriptions
- Add new Stripe payments in Levitate as donations
- Grant access in Memberspot with new Stripe payments
- Send channel messages in Discord for new Stripe charges
- Send channel messages in Microsoft Teams for new Stripe payments
- Create HubFit client accounts for new Stripe subscriptions
- Track new Stripe payments by creating conversion events for properties in Google Analytics 4
- Invite new members in Skool for every new payment in Stripe
- Send Stripe customers to FreeAgent as new contacts
- Add new Stripe customers to QuickBooks Online as customers
- Create Stripe payment links for new Zapier Interfaces form submissions
- Grant access to Kajabi offers when new Stripe checkout sessions are completed
- Create Airtable records for new Stripe payments
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- Unsubscribe Mailchimp subscribers based on Stripe events
- Create or update HubSpot contacts for new Stripe subscriptions
- Create new Google Ads conversions when Stripe customers sign up
- Add new Stripe customers to Bonjoro To-Do lists (including non-paying trial accounts)
- Create sales invoices in Holded for new completed checkout sessions in Stripe
- Remove Mighty Networks members when Stripe subscriptions are canceled
- Issue PassKit memberships to new Stripe customers
- Add New Stripe Subscriptions to Airtable Records
- Create customers in Stripe when checkout sessions are completed
Related Zap Templates
- Add transactions in Wave for new Stripe sales
- Turn new Stripe customers into SendinBlue contacts
- Create Xero invoices for new Stripe payments
- Get email notifications for Stripe events
- Save Stripe customers as AWeber subscribers
- Log Stripe Payments as Facebook Purchase Events
- Send Gmail emails for new Stripe events
- Send Gmail emails for new Stripe customers
- Add new Stripe customers to ActiveCampaign as new contacts
- Add charged Stripe customers to Mailchimp as subscribers
- Create FacturaDirecta sales invoices from new Stripe payments
- Send Senja testimonial requests to new Stripe customers
- Add new Stripe customers to HubSpot
- Send outbound emails via Email by Zapier for new Stripe payments
- Create MailerLite subscribers for new Stripe customers
- Send offline conversions in Google Ads for new charges in Stripe
- Log new Stripe charges in Notion databases
- Create Mailchimp subscribers from new Stripe events
- Send Gmail emails for newly-canceled subscriptions in Stripe
- Add new Stripe customers as EmailOctopus contacts
- Create Salesforce opportunities from new Stripe payments
- Add new Stripe subscriptions to Google Sheets rows
- Thank Stripe customers with a Gmail email
- Add new Stripe payments to Google Sheets row(s)
- Send email notifications for completed Stripe checkout sessions.
- Invite members to Skool for new subscriptions in Stripe
- Add new Stripe payments in Levitate as donations
- Send channel messages in Microsoft Teams for new Stripe payments
- Invite new members in Skool for every new payment in Stripe
- Create Stripe payment links for new Zapier Interfaces form submissions
- Add new Stripe customers as Skool members with invites
- Create new Google Ads conversions when Stripe customers sign up
- Remove Mighty Networks members when Stripe subscriptions are canceled
- Create customers in Stripe when checkout sessions are completed
- Add new Stripe sales as rows on Google Sheets
- Get Slack notifications for new Stripe sales
- Get email notifications for new Stripe customers
- Add or update ActiveCampaign contacts with new Stripe payments
- Add new Stripe customers as Trainerize clients
- Add new Stripe payments to Proof as conversions
- Send SMS messages for new Stripe payments
- Send new Stripe customers to Holded as contacts
- Add new Stripe payments to ShipStation as orders
- Create or update HubSpot contacts from new customers on Stripe
- Save Stripe events in a Google Sheets spreadsheet
- Add new Stripe customers to Google Ads customer list as contacts
- Record gift entries in Little Green Light with new Stripe charges
- Add new Stripe customers to Google Ads customer list with email
- Add clients to Trainerize programs from new Stripe orders
- Create offline conversions in Google Ads for new Stripe subscriptions
- Get email notifications for Stripe charges
- Create Keygen licenses for new Stripe payments
- Plant trees with Ecologi when new Stripe payments are made
- Add new Stripe payments to a row on Excel
- Send facebook conversions events when new Stripe payments occur
- Send Slack channel messages for new canceled subscriptions in Stripe
- Upload documents for bookkeeping in lexoffice when new payments occur in Stripe
- Complete checkout sessions in Stripe and send offline conversions in Google Ads
- Send purchase events to Facebook Conversions with new charges in Stripe
- Get new Stripe plan cancellations and deactivate corresponding Trainerize accounts
- Grant access in Memberspot with new Stripe payments
- Create HubFit client accounts for new Stripe subscriptions
- Send Stripe customers to FreeAgent as new contacts
- Grant access to Kajabi offers when new Stripe checkout sessions are completed
- Unsubscribe Mailchimp subscribers based on Stripe events
- Add new Stripe customers to Bonjoro To-Do lists (including non-paying trial accounts)
- Issue PassKit memberships to new Stripe customers
- Add new Stripe customers to Mailchimp lists
- Post failed Stripe payments to Slack
- Send email notifications for failed Stripe payments
- Add new Stripe sales to Airtable
- Create QuickBooks Online customers with sales receipts for new Stripe payments
- Send Slack channel messages for new payments in Stripe
- Create or update HubSpot contacts with new Stripe payments
- Add new Stripe invoices to Holded
- Add new Stripe customers as subscribers to Flodesk
- Generate receipts in QuickBooks Online for new Stripe payments
- Get Slack notifications for new Stripe customers
- Send emails in Gmail for new failed payments in Stripe
- Grant new Stripe customers access to Kajabi orders
- Create spreadsheet rows in Google Sheets from new customers in Stripe
- Add new Stripe customers to a MailerLite group as subscribers
- Send Slack channel messages for new Stripe events
- Create QuickBooks Online invoices from new Stripe payments
- Send Discord channel messages for new Stripe payments
- Add new Stripe payments to Google Ads as contacts in customer lists with email
- Add or update ActiveCampaign contacts for new Stripe events
- Archive Stripe customers to a Google Sheet
- Invite members to Circle when new subscriptions occur in Stripe
- Add or update Mailchimp subscribers for new customers in Stripe
- Create Xero sales invoices for new Stripe invoices
- Create invoices in Stripe for every new payment received
- Generate new Keygen licenses from new Stripe subscriptions
- Send channel messages in Discord for new Stripe charges
- Track new Stripe payments by creating conversion events for properties in Google Analytics 4
- Add new Stripe customers to QuickBooks Online as customers
- Create Airtable records for new Stripe payments
- Create or update HubSpot contacts for new Stripe subscriptions
- Create sales invoices in Holded for new completed checkout sessions in Stripe
- Add New Stripe Subscriptions to Airtable Records