Integration

Connect LeanKit to Sage Sales Management

When something happens in LeanKit, your agent does the next thing in Sage Sales Management. Describe it in plain language and the automation is built, tested on every branch and kept running.

LeanKit3 triggersLeanKit37 actionsSage Sales Management12 triggersSage Sales Management33 actions

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What do you want LeanKit and Sage Sales Management to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with LeanKit and Sage Sales Management

Triggers and actions 15 triggers · 70 actions

Trigger
New board
Polling trigger: fires when a new board is created.
Trigger
New card
Polling trigger: fires when a new card is added to the specified board.
Trigger
New card in lane
Polling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card Connections
Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add Comment
Create a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a board
Archive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cards
Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a card
Create a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachment
Create an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new board
Create a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning increment
Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning series
Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a team
Create a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependencies
Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a board
Delete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachment
Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by id
Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a team
Delete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete Card
Delete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cards
Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a card
Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cards
Get a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)
Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cards
Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an account
Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a board
Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a card
Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contents
Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning series
Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get Board
Retrieve a board by ID, including its lanes.
Action
Get Card
Get card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get User
Retrieve a user by ID.
Action
List Boards
List boards on the account.
Action
List Board Users
List board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List Comments
List comments on a card.
Action
List Users
List users on the account.
Action
Move Card
Move a card — LeanKit AgilePlace v2 API (card/move)
Action
Search Cards
Search cards on a board with filters.
Action
Unarchive a board
Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update Card
Update a card — LeanKit AgilePlace v2 API (card/update)
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.

Each app on its own

The other way round: Sage Sales Management to LeanKit