Sage Intacct + Stripe
Create Sage Intacct contacts from new Stripe customers
When a new customer joins your network on Stripe, this workflow ensures their information is transferred to Sage Intacct as a contact. This process saves you time and eliminates the risk of “losing” valuable customer data. It allows you to focus more on customer relationships and less on managing multiple platforms.
When a new customer joins your network on Stripe, this workflow ensures their information is transferred to Sage Intacct as a contact. This process saves you time and eliminates the risk of “losing” valuable customer data. It allows you to focus more on customer relationships and less on managing multiple platforms.
- When this happens...
New CustomerTriggers when a new customer is added.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactTriggers when a new contact is created.
ActionWriteCreate a new record or update an existing record in your app.
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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 appContact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
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 appNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planVendor 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
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
- Create New Contacts in Sage Intacct for new Customers in Stripe
- Record Payment in Stripe when new AR Payment in Sage Intacct is added
- Generate Stripe payment links for new Sage Intacct invoices
- Create new prices in Stripe for every new invoice in Sage Intacct
- Find and manage new Stripe customers in Sage Intacct
- Create new Stripe customers from new Sage Intacct invoices
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Find customers in Sage Intacct for every new subscription in Stripe
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create contacts in Sage Intacct from new customers in Stripe
- Create Sage Intacct contacts from new Stripe payment links
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts for new Stripe customers
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new customers in Stripe
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts for new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from new Stripe disputes
- Create new Sage Intacct contacts from new Stripe payments
- Create Sage Intacct contacts from new Stripe customers
- Create Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts for new Stripe payments
- Create contacts in Sage Intacct for new subscriptions in Stripe
- Create new Sage Intacct contacts from new Stripe subscriptions
- Complete checkout sessions in Stripe and create new contacts in Sage Intacct
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create contacts in Sage Intacct for new payments in Stripe
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts when Stripe checkout sessions are completed
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
Related Zap Templates
- Create New Contacts in Sage Intacct for new Customers in Stripe
- Create new prices in Stripe for every new invoice in Sage Intacct
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create contacts in Sage Intacct from new customers in Stripe
- Create new Sage Intacct contacts from new Stripe customers
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe payments
- Create contacts in Sage Intacct for new subscriptions in Stripe
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Record Payment in Stripe when new AR Payment in Sage Intacct is added
- Find and manage new Stripe customers in Sage Intacct
- Create new Sage Intacct contacts from new Stripe payments
- Find customers in Sage Intacct for every new subscription in Stripe
- Create Sage Intacct contacts from new Stripe payment links
- Create new Sage Intacct contacts for new Stripe customers
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from new Stripe charges
- Create Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from new Stripe charges
- Create new Sage Intacct contacts from new Stripe customers
- Generate Stripe payment links for new Sage Intacct invoices
- Create new Stripe customers from new Sage Intacct invoices
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts from new customers in Stripe
- Create new Sage Intacct contacts for new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe subscriptions
- Create new Sage Intacct contacts from new Stripe disputes
- Create Sage Intacct contacts from new Stripe payments
- Create new Sage Intacct contacts for new Stripe payments
- Complete checkout sessions in Stripe and create new contacts in Sage Intacct
- Create contacts in Sage Intacct for new payments in Stripe
- Create new Sage Intacct contacts from new Stripe customers
- Create new Sage Intacct contacts from completed Stripe checkout sessions
- Create new Sage Intacct contacts when Stripe checkout sessions are completed