Connect More Good Reviews and Sage Sales Management

Both apps 81More Good Reviews 36Sage Sales Management 45

• Trigger
  Customers: New Customer

  Triggers when a new customer is added to your More Good Reviews project.

• Trigger
  Reviews: New Review

  Triggers when a new review is collected for the project, optionally limited to a source, location, score, tag or review facet.

• Action
  Asks: Create Ask

  Schedules a review request to a customer by email and/or SMS, with optional reminder messages.

• Action
  Charges: Create Charge

  Records a revenue charge for a customer, identified by email or phone, from an external billing system.

• Action
  Charges: Delete Charge

  Permanently deletes a mistaken charge (revenue event) from the project.

• Action
  Customers: Archive Customer

  Archives a customer in your More Good Reviews project and cancels any unsent outreach messages to them.

• Action
  Customers: Cancel Customer Unsent Messages

  Cancels a customer's scheduled outreach messages that have not been sent yet, without archiving or unsubscribing the customer.

• Action
  Customers: Create Customer

  Creates a customer in your More Good Reviews project, or updates the existing customer that matches the email (or, failing that, the phone) you supply.

• Action
  Customers: Delete Customer

  Deletes a customer from your More Good Reviews project.

• Action
  Customers: Get Customer

  Returns one customer in your project, including their contact details, location and tags.

• Action
  Customers: List Customer Charges

  Returns the revenue charges recorded for one customer, newest first.

• Action
  Customers: List Customer Messages

  Returns the outreach message history (email and SMS review requests) for one customer.

• Action
  Customers: List Customers

  Returns the project's customers, optionally filtered by search text, email, phone, tag, status facet or date range, and sorted.

• Action
  Customers: Resubscribe Customer

  Resubscribes a customer who previously opted out, so review requests and other outreach can be sent to them again.

• Action
  Customers: Unarchive Customer

  Restores an archived customer so review requests and integrations treat them as active again.

• Action
  Customers: Unsubscribe Customer

  Unsubscribes a customer from future review-request outreach and cancels any messages not yet sent to them.

• Action
  Customers: Update Customer Notes

  Replaces the internal notes stored on a More Good Reviews customer.

• Action
  Customers: Update Customer Tags

  Replaces the tags assigned to a customer with the provided list of tag slugs.

• Action
  Locations: Get Location

  Returns a single project location, including its name, display name, slug, store code and address.

• Action
  Locations: List Locations

  Returns every active location on the More Good Reviews project, including each location's slug, store code and address.

• Action
  Locations: Update Location

  Updates the name, public display name, slug, store code and address of a project location. Fields left blank are not changed.

• Action
  Messages: Delete Message

  Deletes a scheduled or sent outreach message from the project.

• Action
  Reviews: Delete Review

  Deletes a review from the More Good Reviews project.

• Action
  Reviews: List Reviews

  Returns the project's reviews, optionally filtered by date range, facet, location, source, star rating or tag, and sorted by rating or date.

• Action
  Reviews: Mark Review Replied

  Marks a review as replied (or clears its replied status) when the reply was handled outside More Good Reviews, without changing the stored reply text.

• Action
  Reviews: Update Review Duplicate Flag

  Marks a review as a duplicate, or clears its duplicate mark.

• Action
  Reviews: Update Review Tags

  Replaces all tags on a review with the given list of tag slugs.

• Action
  Reviews: Update Review Visibility

  Shows or hides a review in More Good Reviews public displays.

• Action
  Sources: Create Source

  Creates a review source in your More Good Reviews project, such as a platform where reviews are collected.

• Action
  Sources: Delete Source

  Deletes a review source from the project when it is no longer used.

• Action
  Sources: List Sources

  Returns the review sources (such as Google or Facebook) available for the project's reviews.

• Action
  Sources: Update Source

  Updates the name, slug, color, or icon of an existing review source.

• Action
  Tags: Create Tag

  Creates a tag in your More Good Reviews project for organizing customers or reviews.

• Action
  Tags: Delete Tag

  Deletes a tag from the project, removing it from use on customers and reviews.

• Action
  Tags: List Tags

  Returns the project's tags used to organize customers and reviews, optionally limited to customer or review tags.

• Action
  Tags: Update Tag

  Updates an existing tag's name, slug, color, icon, or AI tagging settings.

• 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.