Memberful + Sage Intacct

Create new Sage Intacct contacts from new Memberful members

Simplify your member management with this automation that links Memberful and Sage Intacct. Whenever there's a new member in Memberful, a contact will be established in Sage Intacct. With this smooth and efficient workflow, you can streamline your operations and keep your contact list up-to-date, providing you a practical solution for better member and contact management.

When this happens...
New Member
Triggers when a new member account is created.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

Custom Fields Updated
Triggers when a member updates their custom fields.
Trigger
Instant
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New Member
Triggers when a new member account is created.
Trigger
Instant
Try It
Order Purchased
Triggers when a member completes an order or when staff manually adds a new order. Not sent for subscription renewal orders.
Trigger
Instant
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Subscription Reactivated
Triggers when a member's suspended order is marked completed and the subscription becomes active again.
Trigger
Instant
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Subscription Deactivated
Triggers when a member's subscription is suspended, expires, or becomes inactive.
Trigger
Instant
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Subscription Renewed
Triggers when a member's subscription is renewed.
Trigger
Instant
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Tax ID Updated
Triggers when a member adds, changes or removes their tax ID.
Trigger
Instant
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- State
Trigger
Polling
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- 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

Member Deleted
Triggers when a member is deleted.
Trigger
Instant
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Member Updated
Triggers when a member's profile information is updated.
Trigger
Instant
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Order Refunded
Triggers when an order is refunded.
Trigger
Instant
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Subscription Created
Triggers when a member's subscription is created.
Trigger
Instant
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Subscription Deleted
Triggers when a member's subscription is deleted.
Trigger
Instant
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Subscription Updated
Triggers when a member's subscription is 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 Memberful

Memberful makes it easy to sell memberships to your audience.

Learn more

Related categories

eCommerce

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

Related Zap Templates

Create new Sage Intacct contacts from new members in Memberful

Memberful + Sage Intacct

Create new Sage Intacct contacts from new Memberful members

Supported triggers and actions

Custom Fields Updated

New Member

Order Purchased

Subscription Reactivated

Subscription Deactivated

Subscription Renewed

Tax ID Updated

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

Member Deleted

Member Updated

Order Refunded

Subscription Created

Subscription Deleted

Subscription Updated

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About Memberful

Related categories

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates