FreeAgent + Patreon Integration

Integrate FreeAgent to Patreon in one click, or tell Integrately AI how you want each member handled. Create contacts, generate cashflow summaries, create invoices, and set up projects automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
  • Patreon
    Member is created in Patreon Instant
  • Patreon
    Member is deleted in Patreon Instant
  • Patreon
    Member is updated in Patreon Instant
  • Patreon
    Pledge on a membership is created in Patreon Instant
  • Patreon
    Pledge on a membership is updated in Patreon Instant
  • Patreon
    Pledge on a membership is deleted in Patreon Instant
Arrow Right
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent

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Ready Workflows Ready Workflows for FreeAgent + Patreon Integration

Create contacts from new members, generate cashflow summaries, set up invoices, and create projects, all in just one click.

Most popular automationmost-popular-automations
Patreon + FreeAgent Integration

Create FreeAgent contact for new Patreon member

When you create a member in Patreon, it's important to also create that contact in FreeAgent. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FreeAgent + Patreon flow

Track creator earnings, notify your finance team, and keep accounting records updated across your stack. Pick a combination and activate it in one click.

FreeAgent
Patreon
+
StripeStripe (5)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
NotionNotion (4)
+
DiscordDiscord (4)
P
F
S
When a new member is created in Patreon, create a contact in FreeAgent and create a customer in Stripe.
New Patreon members instantly become FreeAgent contacts and Stripe customers without manual data entry.
P
F
S
When a pledge on a membership is created in Patreon, generate a cashflow summary in FreeAgent and create an invoice in Stripe.
New pledges automatically trigger cashflow updates in FreeAgent and generate invoices in Stripe.
P
F
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When a member is updated in Patreon, update the contact in FreeAgent and update the customer subscription in Stripe.
Member profile updates in Patreon automatically sync changes to your FreeAgent contacts and Stripe subscriptions.
P
F
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If a pledge on a membership is created in Patreon at a high tier, create an invoice in FreeAgent and create a premium subscription in Stripe.
High-tier pledges automatically generate specific invoices in FreeAgent and dedicated subscriptions in Stripe.
P
F
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When a pledge on a membership is deleted in Patreon, create a task in FreeAgent and cancel the subscription in Stripe.
Cancelled pledges automatically create follow-up tasks in FreeAgent and cancel corresponding Stripe subscriptions.

Supported triggers and actions for FreeAgent and Patreon

Mix and match to build the exact automation you need

FreeAgent
FreeAgent Triggers & Actions
Contact is created in FreeAgent
Triggers the automation when a new contact is created
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Invoice is created in FreeAgent
Triggers the automation when any invoice is added or modified
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Task is created in FreeAgent
Triggers the automation when a new task is created
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User is created in FreeAgent
Triggers the automation when a new user is created
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Create invoice in FreeAgent
Generates invoices for sales transactions
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Create project in FreeAgent
Creates a new project
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Create contact in FreeAgent
Adds a new contact to the database
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Create task in FreeAgent
Creates a new task
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Generate cashflow summary for given period in FreeAgent
Generates a detailed cash flow summary report for a period
Try it โ†’
Patreon
Patreon Triggers & Actions
Instant
Member is created in Patreon
Triggers the automation when a new member is added
Try it โ†’
Instant
Member is deleted in Patreon
Triggers the automation when any member is removed from the system
Try it โ†’
Instant
Member is updated in Patreon
Triggers the automation when a member's profile is updated
Try it โ†’
Instant
Pledge on a membership is created in Patreon
Triggers the automation when a pledge on a membership is created
Try it โ†’
Instant
Pledge on a membership is updated in Patreon
Triggers the automation when a pledge on membership is updated
Try it โ†’
Instant
Pledge on a membership is deleted in Patreon
Triggers the automation when a pledge on membership is deleted
Try it โ†’
No action is available

What can you automate with FreeAgent + Patreon?

Streamline your creator accounting and membership management with robust automated workflows.

What you can automate?
๐Ÿ”„
Sync new members into accounting contacts
Automatically turn every new Patreon member into a contact inside FreeAgent the moment they sign up. Eliminate manual data entry and keep your books accurate.
๐Ÿงพ
Capture every pledge detail in invoices
Map available pledge amounts and member details directly into FreeAgent invoices. Ensure your billing records reflect accurate subscription data.
๐Ÿ“ข
Alert your team instantly on signup
Notify your finance or admin team the second a new member joins or updates their pledge. Keep everyone aligned without checking dashboards.
๐Ÿ”€
Route workflows based on pledge tier
Trigger different FreeAgent actions depending on whether a supporter joins at a standard or premium tier. Handle VIP patrons with tailored workflows.
๐Ÿ”„
Keep financial records up to date
Automatically update FreeAgent contacts whenever a member modifies their profile details or membership status in Patreon.
๐Ÿ‘ฅ
Prevent duplicate contact creation
Ensure membership events update existing accounts cleanly rather than cluttering your accounting software with duplicate records.
โš ๏ธ
Handle cancellations and deleted pledges
Automatically create follow-up tasks in FreeAgent when a pledge is deleted or cancelled in Patreon, keeping your admin workflow organized.
๐Ÿ”—
Extend your workflow to Google Sheets
Send Patreon membership data into FreeAgent and instantly log a corresponding spreadsheet row in Google Sheets for reporting.
And much more...

Who is FreeAgent + Patreon integration for?

Creators, finance managers, and community leaders who need seamless accounting and member management without manual data entry between platforms.

Finance Managers
Finance Managers
Community Administrators
Community Administrators
Accountants
Accountants
Creator Support Teams
Creator Support Teams
Billing Specialists
Billing Specialists
Operations Leads
Operations Leads
๐Ÿ“ˆ
Finance Managers
You review revenue reports and cashflow summaries in FreeAgent, but your membership numbers live in Patreon and require manual data exports, so the financial statements you rely on are always lagging behind โ€” automating both apps means every new member and pledge updates your accounting records instantly and your financial data stays accurate.
โšก
Community Administrators
You need to track new supporters and create billing profiles immediately when subscriptions start, but manual entry causes frustrating delays โ€” connecting these apps means every new member creates a contact and invoice instantly so your workflow never misses a beat.
๐Ÿ“‹
Accountants
You answer to stakeholders who want transparent progress on creator earnings and expenses, but scattered data makes reporting tedious โ€” automating both apps means your accounting software receives every transaction straight from Patreon without manual spreadsheet juggling.
๐Ÿ“Š
Creator Support Teams
The volume of new patron signups and pledge changes is too high for anyone to keep up with by hand, leading to missing contact records โ€” with this integration, every membership event triggers immediate contact creation and task management in your accounting tools.
๐Ÿค
Billing Specialists
You own the invoicing process and depend on membership platforms to pass supporter details downstream, but manual handoffs create errors โ€” connecting these apps means every pledge automatically populates your invoicing queue without manual data entry.
๐Ÿ—‚๏ธ
Operations Leads
You need a reliable history of all supporter interactions and payment milestones, but manual logs keep finding gaps in your records โ€” this integration means every membership update and creation is captured permanently across your financial stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate FreeAgent + Patreon

Build and manage your FreeAgent + Patreon automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FreeAgent + Patreon with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect FreeAgent to Patreon?
Frequently Asked Questions
You can connect FreeAgent to Patreon in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically create FreeAgent contacts when a new member joins Patreon?
Frequently Asked Questions
Can I connect FreeAgent, Patreon, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreeAgent and Patreon?
Frequently Asked Questions
How are new contacts created in FreeAgent from Patreon membership events?
Frequently Asked Questions
Can I generate cashflow summaries in FreeAgent from Patreon pledges?
Frequently Asked Questions
Do I need coding skills to automate FreeAgent and Patreon?
Frequently Asked Questions
Is the FreeAgent and Patreon integration free?
Frequently Asked Questions
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