Connect Booqable to Sage Sales Management

Both apps 68Booqable 23Sage Sales Management 45

• Trigger
  Completed Payment

  Triggers when a payment is completed.

• Trigger
  Finalize Invoice

  Triggers when an invoice is finalized.

• Trigger
  New Customer

  Triggers when a new customer is added.

• Trigger
  New Product

  Fires when a new product is created in the catalog. Poll GET /api/boomerang/products sorted by created_at.

• Trigger
  Reserved Order

  Triggers when an order is reserved.

• Trigger
  Started Order

  Triggers when an order is started.

• Trigger
  Stopped Order

  Triggers when an order is stopped.

• Trigger
  Updated Order

  Triggers when an order is updated.

• Action
  Create Coupon

  Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.

• Action
  Create Customer

  Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.

• Action
  Create Order

  Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.

• Action
  Find Customer - By ID

  Returns one Booqable customer by its id, including the account's own customer custom fields.

• Action
  Find Customer - By Name or Email

  Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.

• Action
  Find Order - By ID

  Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.

• Action
  Find Product - By ID

  Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.

• Action
  List Customers

  Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.

• Action
  List Documents

  Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.

• Action
  List Locations

  Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.

• Action
  List Orders

  Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.

• Action
  List Payments

  Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.

• Action
  List Products

  Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.

• Action
  List Stock Items

  Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.

• Action
  Update Customer

  Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.

• 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.