Connect Agile CRM to Sage Sales Management

Both apps 118Agile CRM 73Sage Sales Management 45

• Trigger
  List all tasks

  list all tasks, surfacing new ones over time

• Trigger
  List contacts

  list contacts, surfacing new ones over time

• Trigger
  List deals

  list deals/opportunities, surfacing new ones over time

• Trigger
  List events

  list events, surfacing new ones over time

• Trigger
  List pending tasks

  list pending tasks within N days

• Trigger
  List tickets

  list help desk tickets by filter, surfacing new ones

• Trigger
  List tracks

  list deal tracks/pipelines

• Trigger
  New contact

  Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.

• Trigger
  New matching contact or company

  Triggers when a new contact or company matches your search query.

• Trigger
  New matching task

  Triggers when a new task matches your filter.

• Action
  Add contact to campaign

  enroll a contact into a campaign by email

• Action
  Add lead score by email

  add lead score to a contact by email

• Action
  Add note by contact email

  add a note to a contact by email

• Action
  Add tags by contact email

  add tags to a contact by email

• Action
  Add tags to contact

  add multiple tags to a contact by ID

• Action
  Add tag to contact

  Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Add ticket note

  add a note to a ticket

• Action
  Change contact owner

  change the owner of a contact

• Action
  Create company

  /contacts (type=company) — create a company record

• Action
  Create contact

  create a full contact record

• Action
  Create deal

  create a deal/opportunity

• Action
  Create deal by contact email

  create a deal for a contact by email

• Action
  Create deal note

  create a note on a deal

• Action
  Create document

  create a document

• Action
  Create event

  create an event

• Action
  Create new contact (just email)

  Creates a new contact using just the email address, then returns the new Contact ID.

• Action
  Create note

  create a note

• Action
  Create task

  create a task

• Action
  Create task by email

  create a task for a contact by email

• Action
  Create ticket

  create a help desk ticket

• Action
  Delete company

  Delete a company.

• Action
  Delete contact

  delete a contact

• Action
  Delete contact note

  delete a contact note

• Action
  Delete deal

  delete a deal

• Action
  Delete event

  delete an event

• Action
  Delete tags by contact email

  remove tags from a contact by email

• Action
  Delete task

  delete a task

• Action
  Delete ticket

  delete a help desk ticket

• Action
  Find contact

  Returns the Contact ID (and contact record) for the given email address.

• Action
  Get company by ID

  Retrieve a company by ID.

• Action
  Get contact by ID

  retrieve a contact by ID

• Action
  Get contact by phone

  look up a contact by phone

• Action
  Get contact deals

  list deals for a contact

• Action
  Get contact documents

  list documents for a contact

• Action
  Get contact events

  list events for a contact

• Action
  Get contact notes

  list notes for a contact

• Action
  Get contact tasks

  list tasks for a contact

• Action
  Get deal by ID

  retrieve a deal by ID

• Action
  Get deal notes

  list notes for a deal

• Action
  Get deals by pipeline

  list deals grouped by pipeline

• Action
  Get deals from track

  list deals filtered by track

• Action
  Get Deals Grouped by Milestone

  Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.

• Action
  Get my deals

  list deals owned by the current user

• Action
  Get task by ID

  retrieve a task by ID

• Action
  Get ticket filters

  list available ticket filters

• Action
  Get ticket messages

  list notes/messages for a ticket

• Action
  List companies

  list companies

• Action
  Remove contact from deal

  remove a contact from a deal

• Action
  Remove tag from contact

  Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.

• Action
  Remove tags from contact

  remove multiple tags from a contact by ID

• Action
  Search contact by email

  look up a contact by email

• Action
  Search contact by email (POST)

  look up a contact by email (POST variant)

• Action
  Search contacts by dynamic filter

  search contacts by dynamic filter

• Action
  Update company

  /contacts/edit-properties (company) — update company properties

• Action
  Update contact

  Updates the specified contact's first name, last name, and email properties.

• Action
  Update contact lead score

  update a contact's lead score

• Action
  Update contact property

  update contact properties

• Action
  Update contact star rating

  update a contact's star rating

• Action
  Update deal

  partially update a deal

• Action
  Update deal note

  Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.

• Action
  Update event

  Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.

• Action
  Update task

  partially update a task

• Action
  Update track

  Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.

• Trigger
  Account Updated

  Fires when an existing account (company) is updated in Sage Sales Management.

• Trigger
  Activity Updated

  Triggers when an activity is updated.

• Trigger
  Calendar Item Updated

  Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management.

• Trigger
  Contact Updated

  Triggers when a contact is created or updated in Sage Sales Management. Returns the contact's name, email and phone details, linked account, sales rep, address and update timestamps.

• Trigger
  New Account

  Triggers when a new account is created.

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Calendar Item

  Triggers when a new calendar item is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Sales Order

  Triggers when a new sales order is created.

• Trigger
  Opportunity Updated

  Triggers when an opportunity is updated.

• Trigger
  Sales Order Updated

  Triggers when a sales order is updated.

• Action
  Create Account

  Creates a new account (company) in Sage Sales Management with its contact details, address, owner and classification IDs. Returns the new account's ID.

• Action
  Create Activity

  Logs a new activity (a call, visit or note) against an account in Sage Sales Management, optionally tied to an opportunity and a sales rep. Returns the new activity's ID.

• Action
  Create Calendar Item

  Creates a calendar appointment or task in Sage Sales Management, optionally linked to an account, contact and sales rep. Returns the new calendar entry's ID.

• Action
  Create Contact

  Creates a new contact person in Sage Sales Management, optionally linked to an account and a sales rep. Returns the new contact's ID.

• Action
  Create Entity

  Creates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of that type's own fields. Returns the new record's ID.

• Action
  Create Opportunity

  Creates a new sales opportunity against an account in Sage Sales Management, with its value, currency, win probability, status and owner. Returns the new opportunity's ID.

• Action
  Create or Update Account

  Finds an account by its exact company name in Sage Sales Management and updates it, or creates a new account when no match is found. Returns the account's ID and which of the two happened.

• Action
  Create or Update Contact

  Finds a contact by email address in Sage Sales Management and updates it, or creates a new contact when no match is found. Returns the contact's ID and which of the two happened.

• Action
  Create Sales Order

  Creates a sales order header for an account in Sage Sales Management, with its reference, total, currency, status, discounts and owner. Returns the new order's ID; order lines are added separately.

• Action
  Find Account

  Returns the accounts in Sage Sales Management whose company name exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Account by Any Field

  Returns the accounts in Sage Sales Management where the field you name equals the value you give, so you can look an account up by email, phone, VAT number, external ID or any other stored field.

• Action
  Find Account by External ID

  Returns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.

• Action
  Find Contact

  Returns the contacts in Sage Sales Management whose email address exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Contact by Any Field

  Returns the contacts in Sage Sales Management where the field you name equals the value you give, so you can look a contact up by phone, last name, account, external ID or any other stored field.

• Action
  Find Contact by External ID

  Returns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.

• Action
  Find Entity

  Searches any Sage Sales Management record type — accounts, contacts, opportunities, sales orders, activities and so on — for records where the field you name equals the value you give.

• Action
  Find Opportunity

  Returns the opportunities in Sage Sales Management whose reference exactly matches the one you give, with the first match surfaced on its own for easy mapping.

• Action
  Find Opportunity by Any Field

  Returns the opportunities in Sage Sales Management where the field you name equals the value you give, so you can look one up by account, status, owner, external ID or any other stored field.

• Action
  Find Opportunity by External ID

  Returns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.

• Action
  Get User

  Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.

• Action
  List Accounts

  List accounts stored in Sage Sales Management, most recently updated first.

• Action
  List Branches

  Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.

• Action
  List Countries

  Returns every country Sage Sales Management knows about with its ID and ISO codes, so you can supply the country ID accounts and contacts expect.

• Action
  List Currencies

  Returns every currency configured in Sage Sales Management with its ID, ISO code and symbol, so you can supply the currency ID opportunities and orders expect.

• Action
  List Timezones

  Returns every time zone Sage Sales Management supports with its ID and IANA name, so you can supply the time zone ID branches expect.

• Action
  List Users

  Returns the users (sales reps) in Sage Sales Management with their names, emails and IDs, so you can pick the sales-rep ID other operations need.

• Action
  Update Account

  Updates an existing account in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Activity

  Updates an existing activity in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Calendar Item

  Updates an existing calendar appointment or task in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Contact

  Updates an existing contact in Sage Sales Management. Only the fields you fill in are sent, so anything you leave blank keeps its current value.

• Action
  Update Entity

  Updates a record of any Sage Sales Management type (account, contact, opportunity, sales order, activity, calendar entry and so on) from a JSON object of the fields you want changed. Fields you leave out keep their current values.

• Action
  Update Opportunity

  Updates an existing opportunity in Sage Sales Management. Only the fields you supply are changed; anything left blank is left as it is on the record.

• Action
  Update Sales Order

  Updates an existing sales order in Sage Sales Management. Only the fields you supply are changed; anything left blank stays as it is on the order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.