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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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 ZapScheduledZapier 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.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.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?
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.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stripe 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
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 ZapScheduledZapier 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 ZapScheduledZapier checks for new data every 15 min on the Free planSubscription IDRequired
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 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
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
About Stripe
Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.
Related categories
Related Zap Templates
- Add transactions in Wave for new Stripe sales
- Add new Stripe sales as rows on Google Sheets
- Add new Stripe customers to Mailchimp lists
- Get Slack notifications for new Stripe sales
- Post failed Stripe payments to Slack
- Turn new Stripe customers into SendinBlue contacts
- Create Xero invoices for new Stripe payments
- Get email notifications for new Stripe customers
- Add or update ActiveCampaign contacts with new Stripe payments
- Get email notifications for Stripe events
- Save Stripe customers as AWeber subscribers
- Create QuickBooks Online customers with sales receipts for new Stripe payments
- Add new Stripe sales to Airtable
- Send email notifications for failed Stripe payments
- Send SMS messages for new Stripe payments
- Add new Stripe payments to Proof as conversions
- Add new Stripe customers as Trainerize clients
- Create or update HubSpot contacts with new Stripe payments
- Send Slack channel messages for new payments in Stripe
- Send Gmail emails for new Stripe events
- Send Gmail emails for new Stripe customers
- Generate receipts in QuickBooks Online for new Stripe payments
- Log Stripe Payments as Facebook Purchase Events
- Create or update HubSpot contacts from new customers on Stripe
- Add charged Stripe customers to Mailchimp as subscribers
- Add new Stripe customers to ActiveCampaign as new contacts
- Add new Stripe payments to ShipStation as orders
- Add new Stripe customers as subscribers to Flodesk
- Send new Stripe customers to Holded as contacts
- Save Stripe events in a Google Sheets spreadsheet
- Send outbound emails via Email by Zapier for new Stripe payments
- Create MailerLite subscribers for new Stripe customers
- Send Discord channel messages for new Stripe payments
- Add new Stripe customers to HubSpot
- Get Slack notifications for new Stripe customers
- Send offline conversions in Google Ads for new charges in Stripe
- Send emails in Gmail for new failed payments in Stripe
- Create Mailchimp subscribers from new Stripe events
- Send Gmail emails for newly-canceled subscriptions in Stripe
- Add or update ActiveCampaign contacts for new Stripe events
- Plant trees with Ecologi when new Stripe payments are made
- Create Salesforce opportunities from new Stripe payments
- Create QuickBooks Online invoices from new Stripe payments
- Get email notifications for Stripe charges
- Send purchase events to Facebook Conversions with new charges in Stripe
- Create FacturaDirecta sales invoices from new Stripe payments
- Create Keygen licenses for new Stripe payments
- Thank Stripe customers with a Gmail email
- Archive Stripe customers to a Google Sheet
- Add new Stripe payments to a row on Excel
- Add new Stripe payments to Google Ads as contacts in customer lists with email
- Add new Stripe invoices to Holded
- Send Slack channel messages for new Stripe events
- Log new Stripe charges in Notion databases
- Invite members to Skool for new subscriptions in Stripe
- Send Slack channel messages for new canceled subscriptions in Stripe
- Record gift entries in Little Green Light with new Stripe charges
- Add new Stripe customers as Skool members with invites
- Add new Stripe payments to Google Sheets row(s)
- Create or update subscribers in MailerLite for new payments in Stripe
- Add or update Mailchimp subscribers for new customers in Stripe
- Create spreadsheet rows in Google Sheets from new customers in Stripe
- Add new Stripe customers to Google Ads customer list as contacts
- Grant new Stripe customers access to Kajabi orders
- Add new Stripe customers to Airtable
- Add clients to Trainerize programs from new Stripe orders
- Grant access to Kajabi offers when new Stripe checkout sessions are completed
- Add new Stripe payments as contacts in Sendinblue
- Create offline conversions in Google Ads for new Stripe subscriptions
- Add new Stripe subscriptions to Google Sheets rows
- Create new Google Ads conversions when Stripe customers sign up
- Create Stripe payment links for new Google Forms responses
- Upload documents for bookkeeping in lexoffice when new payments occur in Stripe
- Add tags to new Stripe customers in ConvertKit
- Add new Stripe customers to GetResponse
- Send channel messages in Discord for new Stripe charges
- Create Airtable records for new Stripe payments
- Create Xero sales invoices for new Stripe invoices
- Track new Stripe payments by creating conversion events for properties in Google Analytics 4
- Get new Stripe plan cancellations and deactivate corresponding Trainerize accounts
- Add customers to ActiveCampaign automations when they are charged on Stripe
- Send Stripe customers to FreeAgent as new contacts
- Add Stripe charge customers as AWeber mailing list subscribers
- Track events in Mixpanel for new charges on Stripe
- Unsubscribe Mailchimp subscribers based on Stripe events
- Send Slack channel messages for new Stripe subscriptions
- Add new Stripe customers to Google Ads customer list with email
- Invite members to Circle when new subscriptions occur in Stripe
- Create Wave customers for new Stripe customers
- Create or update Xero contacts for new Stripe customers
- Create or update MailerLite subscribers from completed Stripe checkout sessions
- Create HubFit client accounts for new Stripe subscriptions
- Invite new members in Skool for every new payment in Stripe
- Add New Stripe Subscriptions to Airtable Records
- Send emails via Gmail for new Stripe payments
- Add New Stripe Customers as Subscribers in Klaviyo
- Add new Stripe customers as EmailOctopus contacts
- Track new Stripe subscriptions by sending events to Facebook Conversions
- Create HubSpot deals for new Stripe invoices
- Get a scheduled summary of new Stripe charges in a Slack channel
Related Zap Templates
- Add transactions in Wave for new Stripe sales
- Get Slack notifications for new Stripe sales
- Create Xero invoices for new Stripe payments
- Get email notifications for Stripe events
- Add new Stripe sales to Airtable
- Add new Stripe payments to Proof as conversions
- Send Slack channel messages for new payments in Stripe
- Generate receipts in QuickBooks Online for new Stripe payments
- Add charged Stripe customers to Mailchimp as subscribers
- Add new Stripe customers as subscribers to Flodesk
- Send outbound emails via Email by Zapier for new Stripe payments
- Add new Stripe customers to HubSpot
- Send emails in Gmail for new failed payments in Stripe
- Add or update ActiveCampaign contacts for new Stripe events
- Create QuickBooks Online invoices from new Stripe payments
- Create FacturaDirecta sales invoices from new Stripe payments
- Archive Stripe customers to a Google Sheet
- Add new Stripe invoices to Holded
- Invite members to Skool for new subscriptions in Stripe
- Add new Stripe customers as Skool members with invites
- Add or update Mailchimp subscribers for new customers in Stripe
- Grant new Stripe customers access to Kajabi orders
- Grant access to Kajabi offers when new Stripe checkout sessions are completed
- Add new Stripe subscriptions to Google Sheets rows
- Upload documents for bookkeeping in lexoffice when new payments occur in Stripe
- Send channel messages in Discord for new Stripe charges
- Track new Stripe payments by creating conversion events for properties in Google Analytics 4
- Send Stripe customers to FreeAgent as new contacts
- Unsubscribe Mailchimp subscribers based on Stripe events
- Invite members to Circle when new subscriptions occur in Stripe
- Create or update MailerLite subscribers from completed Stripe checkout sessions
- Add New Stripe Subscriptions to Airtable Records
- Add new Stripe customers as EmailOctopus contacts
- Get a scheduled summary of new Stripe charges in a Slack channel
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- Add new Stripe sales as rows on Google Sheets
- Post failed Stripe payments to Slack
- Get email notifications for new Stripe customers
- Save Stripe customers as AWeber subscribers
- Send email notifications for failed Stripe payments
- Add new Stripe customers as Trainerize clients
- Send Gmail emails for new Stripe events
- Log Stripe Payments as Facebook Purchase Events
- Add new Stripe customers to ActiveCampaign as new contacts
- Send new Stripe customers to Holded as contacts
- Create MailerLite subscribers for new Stripe customers
- Get Slack notifications for new Stripe customers
- Create Mailchimp subscribers from new Stripe events
- Plant trees with Ecologi when new Stripe payments are made
- Get email notifications for Stripe charges
- Create Keygen licenses for new Stripe payments
- Add new Stripe payments to a row on Excel
- Send Slack channel messages for new Stripe events
- Send Slack channel messages for new canceled subscriptions in Stripe
- Add new Stripe payments to Google Sheets row(s)
- Create spreadsheet rows in Google Sheets from new customers in Stripe
- Add new Stripe customers to Airtable
- Add new Stripe payments as contacts in Sendinblue
- Create new Google Ads conversions when Stripe customers sign up
- Add tags to new Stripe customers in ConvertKit
- Create Airtable records for new Stripe payments
- Get new Stripe plan cancellations and deactivate corresponding Trainerize accounts
- Add Stripe charge customers as AWeber mailing list subscribers
- Send Slack channel messages for new Stripe subscriptions
- Create Wave customers for new Stripe customers
- Create HubFit client accounts for new Stripe subscriptions
- Send emails via Gmail for new Stripe payments
- Track new Stripe subscriptions by sending events to Facebook Conversions
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- Add new Stripe customers to Mailchimp lists
- Turn new Stripe customers into SendinBlue contacts
- Add or update ActiveCampaign contacts with new Stripe payments
- Create QuickBooks Online customers with sales receipts for new Stripe payments
- Send SMS messages for new Stripe payments
- Create or update HubSpot contacts with new Stripe payments
- Send Gmail emails for new Stripe customers
- Create or update HubSpot contacts from new customers on Stripe
- Add new Stripe payments to ShipStation as orders
- Save Stripe events in a Google Sheets spreadsheet
- Send Discord channel messages for new Stripe payments
- Send offline conversions in Google Ads for new charges in Stripe
- Send Gmail emails for newly-canceled subscriptions in Stripe
- Create Salesforce opportunities from new Stripe payments
- Send purchase events to Facebook Conversions with new charges in Stripe
- Thank Stripe customers with a Gmail email
- Add new Stripe payments to Google Ads as contacts in customer lists with email
- Log new Stripe charges in Notion databases
- Record gift entries in Little Green Light with new Stripe charges
- Create or update subscribers in MailerLite for new payments in Stripe
- Add new Stripe customers to Google Ads customer list as contacts
- Add clients to Trainerize programs from new Stripe orders
- Create offline conversions in Google Ads for new Stripe subscriptions
- Create Stripe payment links for new Google Forms responses
- Add new Stripe customers to GetResponse
- Create Xero sales invoices for new Stripe invoices
- Add customers to ActiveCampaign automations when they are charged on Stripe
- Track events in Mixpanel for new charges on Stripe
- Add new Stripe customers to Google Ads customer list with email
- Create or update Xero contacts for new Stripe customers
- Invite new members in Skool for every new payment in Stripe
- Add New Stripe Customers as Subscribers in Klaviyo
- Create HubSpot deals for new Stripe invoices