Sage Accounting and Salesflare

Accounting sage.com ↗

How to connect Sage Accounting

Via Zapier — 56 operations available. Set it up ↗
Via Make — 49 modules available. Set it up ↗

What you can automate

When new Contact Payment in Sage Accounting, find or create contact in Salesflare.
When new Purchase Invoice in Sage Accounting, create opportunity, then find or create contact in Salesflare.
When new Customer in Sage Accounting, find or create account, then find or create contact, then add contact to account in Salesflare.
When updated Contact in Sage Accounting, find or create contact in Salesflare.
When new Sales Invoice in Sage Accounting, create opportunity, then find or create contact in Salesflare.
When new Sales Quote in Sage Accounting, create opportunity, then find or create contact in Salesflare.

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Sage Accounting operations on Zapier

Triggers (17)

Start a workflow when this happens

New Contact Payment — Triggers when a new contact payment is created.
New Customer — Triggers when a new customer is created.
New Customer — Triggers when a new customer is created.
New Product — Triggers when a new product is created.
New Purchase Invoice — Triggers when a new purchase invoice is created.

Show 12 more triggers

New Sales Invoice — Triggers when a new sales invoice is created.
New Sales Quote — Triggers when a new sales Quote is created.
New Service — Triggers when a new service is created.
New Stock Item — Triggers when a new stock item is created.
Updated Contact — Triggers when an existing contact is updated.
Updated Contact Payment — Triggers when an existing contact payment is updated.
Updated Product — Triggers when a product is updated.
Updated Purchase Invoice — Triggers when an existing purchase invoice is updated.
Updated Sales Invoice — Triggers when a sales invoice is updated.
Updated Sales Quote — Triggers when a sales Quote is updated.
Updated Service — Triggers when a service is updated.
Updated Stock Item — Triggers when a stock item is updated.

Actions (29)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Create Contact Payment — Creates a new contact payment.
Create Customer — Creates a new customer.
Create Other Payment/Money Out — Creates a new other payment/money out transaction.
Create Other Receipt/Money In — Creates a new other receipt/money in transaction.

Show 24 more actions

Create Product — Creates a new product.
Create Purchase Invoice — Creates a new purchase invoice.
Create Sales Invoice — Creates a new sales invoice.
Create Sales Quote — Creates a new sales Quote.
Create Service — Creates a new service.
Create Stock Item — Creates a new stock item.
Create Vendor — Creates a new vendor.
Find or Create Create Contact Payment — Finds a contact payment.
Find or Create Create Purchase Invoice — Finds a purchase invoice.
Find or Create Create Sales Quote — Finds a sales Quote.
Find or Create Customer Creation — Finds a customer.
Find or Create Product — Finds a product.
Find or Create Sales Invoice — Finds a sales invoice.
Find or Create Service — Finds a service.
Find or Create Stock Item — Finds a stock item.
Find or Create Vendor Creation — Finds a vendor.
Update Contact — Updates an existing contact.
Update Contact Payment — Updates an existing contact payment.
Update Product — Updates an existing product.
Update Purchase Invoice — Triggers when an existing purchase invoice is updated.
Update Sales Invoice — Updates an existing sales invoice.
Update Sales Quote — Updates an existing sales Quote.
Update Service — Updates an existing service.
Update Stock Item — Updates an existing stock item.

Searches (10)

Look up existing records

Find Contact — Finds a customer.
Find Contact Payment — Finds a contact payment.
Find Ledger Account — Finds a ledger account.
Find Product — Finds a product.
Find Purchase Invoice — Finds a purchase invoice.

Show 5 more searches

Find Sales Invoice — Finds a sales invoice.
Find Sales Quote — Finds a sales Quote.
Find Service — Finds a service.
Find Stock Item — Finds a stock item.
Find Vendor — Finds a vendor.

Sage Accounting operations on Make

Triggers (8)

Start a workflow when this happens

Watch Contact Payments — Watches for new or updated contact payments.
Watch Customers — Watches for new customers.
Watch Products — Watches for new or updated products.
Watch Purchase Invoices — Watches for new or updated purchase invoices.
Watch Sales Invoice — Watches for new or updated sales invoices.

Show 3 more triggers

Watch Sales Quotes — Watches for new or updated sales quotes.
Watch Services — Watches for new or updated services.
Watch Stock Items — Watches for new or updated stock items.

Actions (33)

Things Salesflare can make it do

Create a Contact Payment — Creates a contact payment.
Create a Customer — Creates a new customer contact.
Create a Product — Creates a new product.
Create a Purchase Invoice — Creates a new purchase invoice.
Create a Sales Invoice — Creates a new sales invoice.

Show 28 more actions

Create a Sales Quote — Creates a new sales quote.
Create a Service — Creates a new service.
Create a Stock Item — Creates a new stock item.
Delete a Contact Payment — Deletes a contact payment.
Delete a Customer — Deletes a customer.
Delete a Product — Deletes a product.
Delete a Purchase Invoice — Deletes a Purchase Invoice
Delete a Sales Quote — Deletes a sales quote.
Delete a Service — Deletes a service.
Delete a Stock Item — Deletes a stock item.
Get a Contact Payment — Retrieves a specific contact payment.
Get a Customer — Retrieves a specific customer contact.
Get a Product — Retrieves a specific product.
Get a Purchase Invoice — Retrieves a specific purchase invoice.
Get a Sales Invoice — Retrieves a specific sales invoice.
Get a Sales Quote — Retrieves a specific sales quote.
Get a Service — Retrieves a specific service.
Get a Stock Item — Retrieves a specific stock item.
Make an API Call — Performs an arbitrary authorized API call.
Update a Contact Payment — Updates a contact payment.
Update a Customer — Updates a customer contact.
Update a Product — Updates a product.
Update a Purchase Invoice — Updates a purchase invoice.
Update a Sales Invoice — Updates a sales invoice.
Update a Sales Quote — Updates a sales quote.
Update a Service — Updates a service.
Update a Stock Item — Updates a stock item.
Void a Sales Invoice — Voids a sales invoice.

Searches (8)

Look up existing records

Search Contact Payments — Searches for contact payments or lists them all.
Search Customers — Searches for customers or lists them all.
Search Products — Searches for products or lists them all.
Search Purchase Invoices — Searches for purchase invoices or lists them all.
Search Sales Invoices — Searches for sales invoices or lists them all.