Connect Authorize.net and Sage Sales Management

Both apps 78Authorize.net 33Sage Sales Management 45

• Trigger
  New Transaction

  Triggers when a new transaction (charge, authorization, refund or void) is submitted.

• Action
  Authorize a Credit Card

  Authorizes an amount on a credit card without capturing it. Capture it later with Capture a Previously Authorized Amount.

• Action
  Cancel a Subscription

  Cancels a subscription. No further payments are charged.

• Action
  Capture a Previously Authorized Amount

  Captures funds from a transaction that was authorized earlier.

• Action
  Charge a Credit Card

  Charges a credit card in one step (authorize and capture) and returns the transaction result.

• Action
  Charge a Customer Profile

  Charges a saved customer payment profile.

• Action
  Create a Subscription

  Creates a recurring-billing subscription charged to a credit card.

• Action
  Create a Subscription from a Customer Profile

  Creates a recurring-billing subscription charged to a saved customer payment profile.

• Action
  Create Customer Payment Profile

  Saves a credit card on an existing customer profile.

• Action
  Create Customer Profile

  Creates a customer profile, optionally with a saved card and billing address.

• Action
  Create Customer Profile from a Transaction

  Saves the customer, card and addresses from an existing transaction as a new customer profile.

• Action
  Create Customer Shipping Address

  Adds a shipping address to a customer profile.

• Action
  Credit a Bank Account

  Sends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit.

• Action
  Debit a Bank Account

  Charges a bank account by eCheck (ACH).

• Action
  Delete Customer Payment Profile

  Deletes a saved payment profile.

• Action
  Delete Customer Profile

  Deletes a customer profile and everything saved on it.

• Action
  Delete Customer Shipping Address

  Deletes a shipping address from a customer profile.

• Action
  Get Customer Payment Profile

  Returns one saved payment profile.

• Action
  Get Customer Profile

  Returns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email.

• Action
  Get Customer Shipping Address

  Returns one shipping address from a customer profile.

• Action
  Get Subscription

  Returns a subscription's details, including its status.

• Action
  Get Transaction Details

  Returns the full details of one transaction by its transaction ID.

• Action
  List Customer Profile IDs

  Returns the IDs of every customer profile in the account.

• Action
  List Settled Batches

  Returns settlement batches within a date range (up to 31 days).

• Action
  List Subscriptions

  Returns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth).

• Action
  List Transactions in a Settled Batch

  Returns the transactions in one settlement batch.

• Action
  List Unsettled Transactions

  Returns transactions that have not settled yet, newest first.

• Action
  Refund a Transaction

  Refunds a settled credit card transaction, in full or in part.

• Action
  Update a Subscription

  Changes a subscription's name, amount, number of payments, card or billing address. Fields left blank keep their current values.

• Action
  Update Customer Payment Profile

  Replaces a saved payment profile's card and billing address. Fields left blank are cleared.

• Action
  Update Customer Profile

  Updates a customer profile's ID, description or email. Fields left blank are cleared.

• Action
  Update Customer Shipping Address

  Replaces a shipping address on a customer profile. Fields left blank are cleared.

• Action
  Void a Transaction

  Cancels an unsettled transaction so it is never submitted for settlement.

• 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.