Patreon + Sage Intacct
Create new Sage Intacct contacts for new Patreon members
When a new member joins your Patreon community, this workflow promptly creates a contact in your Sage Intacct system. It allows you to skip manual data entry and focus more on your Patreon members without missing any important financial tasks in Sage Intacct. It's a perfect solution to ensure all your contact details are up-to-date and your financial records are precisely maintained.
When a new member joins your Patreon community, this workflow promptly creates a contact in your Sage Intacct system. It allows you to skip manual data entry and focus more on your Patreon members without missing any important financial tasks in Sage Intacct. It's a perfect solution to ensure all your contact details are up-to-date and your financial records are precisely maintained.
- When this happens...New Member
Triggers when a new member is created, either by pledging or by following a campaign.
- automatically do this!Create Contact
Triggers when a new contact is created.
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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
