Connect Karlia and Sage Sales Management

Both apps 102Karlia 57Sage Sales Management 45

• Trigger
  Delete Equipment

  Triggers when an equipement is deleted.

• Trigger
  Delete Event

  Triggers when an event is deleted.

• Trigger
  Delete Note

  Triggers when a note is deleted.

• Trigger
  Delete Product

  Triggers when a product is deleted.

• Trigger
  Delete Project

  Triggers when a project is deleted.

• Trigger
  Delete Project Subtask

  Triggers when a project subtask is deleted.

• Trigger
  Delete Project Task

  Triggers when a project task is deleted.

• Trigger
  Delete Task

  Triggers when a task is deleted.

• Trigger
  Delete Ticket

  Triggers when a ticket is deleted.

• Trigger
  Delete Time

  Triggers when a time is deleted.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Equipment

  Triggers when a new equipment is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Project Task

  Triggers when a new project task is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Trigger
  New Time

  Triggers when a new time is created.

• Action
  Create Contact

  Adds a new contact to a Karlia customer or supplier.

• Action
  Create Customer

  Create a Customer.

• Action
  Create Event

  Create an Event.

• Action
  Create Note

  Creates a note in Karlia, optionally linked to a customer, opportunity, project or ticket.

• Action
  Create Opportunity

  Create an Opportunity.

• Action
  Create Product

  Create a Product.

• Action
  Create Project Subtask

  Creates a subtask under a task in a Karlia project, with optional status, dates, time estimate and assignee.

• Action
  Create Project Task

  Creates a task inside a Karlia project.

• Action
  Create Supplier

  Create a Supplier.

• Action
  Create Task

  Create a Task.

• Action
  Create Ticket

  Creates a ticket in a Karlia ticketing pipeline.

• Action
  Create Time

  Create a Time.

• Action
  Delete Equipment

  Deletes a piece of equipment from Karlia.

• Action
  Delete Event

  Delete an event (calendar appointment) in Karlia.

• Action
  Delete Note

  Delete a note in Karlia by its ID.

• Action
  Delete Opportunity

  Deletes an opportunity.

• Action
  Delete Product

  Delete a product in Karlia.

• Action
  Delete Project

  Delete a project in Karlia.

• Action
  Delete Project Subtask

  Deletes a subtask from a project task in Karlia.

• Action
  Delete Project Task

  Deletes a task from a Karlia project.

• Action
  Delete Task

  Delete a task in Karlia.

• Action
  Delete Ticket

  Deletes a ticket in Karlia by its ID.

• Action
  Delete Time

  Delete a time entry in Karlia.

• Action
  Find Contact

  Returns up to 100 Karlia contacts that match the specified search criteria (email, name, phone, customer/supplier, and more).

• Action
  Find Customer

  Returns the Karlia customers that match the search criteria you supply, plus the first match on its own.

• Action
  Find Supplier

  Returns the Karlia suppliers that match the specified search criteria.

• Action
  Get Contact

  Show contact details

• Action
  Get Customer

  Show customer details

• Action
  Get Opportunity

  Show opportunity details

• Action
  Get Product

  Show product details

• Action
  Get Project Subtask

  Returns one subtask of a Karlia project task, including its status, dates, time estimate and assignees.

• Action
  Get Supplier

  Show supplier details

• Action
  Get Ticket

  Retrieve one Karlia ticket by its ID.

• Action
  Get Time

  Get one time entry from Karlia by its ID.

• Action
  List Projects

  Lists the projects in your Karlia account.

• Action
  List Project Tasks

  Lists the tasks of one Karlia project.

• Action
  List Webhook Events

  Lists the event names a Karlia webhook can subscribe to.

• Action
  Update/Create Customer

  Updates a Karlia customer when a Customer ID is given; otherwise creates a new customer.

• 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.