Patreon + Sage Intacct
Create Sage Intacct contacts from new Patreon pledges
Streamline your financial management process with this automation. When a new member pledges on Patreon, their information is immediately logged as a new contact in your Sage Intacct system. This efficient workflow helps ensure no patron details slip through the cracks, allowing you to focus more on creating and less on administration.
Streamline your financial management process with this automation. When a new member pledges on Patreon, their information is immediately logged as a new contact in your Sage Intacct system. This efficient workflow helps ensure no patron details slip through the cracks, allowing you to focus more on creating and less on administration.
- 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
