Integration
Connect OpenAI to Sage Sales Management
When something happens in OpenAI, 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.
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What do you want OpenAI 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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Connect Claude CodeEverything your agent can do with OpenAI and Sage Sales Management
Triggers and actions 17 triggers · 102 actions
Trigger
New batchList your organization's batches.
Trigger
New fileReturns a list of files.
Trigger
New modelLists the currently available models.
Trigger
New vector storeReturns a list of vector stores.
Trigger
New videoList recently generated videos for the current project.
Action
Cancel batchCancels an in-progress batch.
Action
Cancel runCancels a run that is in_progress.
Action
Cancel vector store file batchCancel a vector store file batch.
Action
Content moderationClassifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
Action
Count input tokensReturns input token counts of the request.
Action
Create assistantCreate an assistant with a model and instructions.
Action
Create chat completionSends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
Action
Create completionCreates a completion for the provided prompt and parameters.
Action
Create embeddingGenerates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
Action
Create messageCreate a message.
Action
Create runCreate a run.
Action
Creates and executes a batch from an uploaded file of requestsCreates and executes a batch from an uploaded file of requests
Action
Create threadCreate a thread.
Action
Create thread and runCreate a thread and run it in one request.
Action
Create vector storeCreate a vector store.
Action
Create vector store fileCreate a vector store file by attaching a File to a vector store.
Action
Create vector store file batchCreate a vector store file batch.
Action
Create video edit jobCreate a new video generation job by editing a source or existing generated video.
Action
Create video extensionCreate an extension of a completed video.
Action
Create video generation jobCreate a new video generation job from a prompt and optional reference assets.
Action
Create video remixCreate a remix of a completed video using a refreshed prompt.
Action
Delete assistantDelete an assistant.
Action
Delete eval runDelete an eval run.
Action
Delete fileDelete a file and remove it from all vector stores.
Action
Delete messageDeletes a message.
Action
Delete threadDelete a thread.
Action
Delete vector storeDelete a vector store.
Action
Delete vector store fileDelete a vector store file (removes from store, file itself not deleted).
Action
Delete videoPermanently delete a completed or failed video and its stored assets.
Action
Download video contentDownload the generated video bytes or a derived preview asset.
Action
Edit imageCreates an edited or extended image given one or more source images and a prompt.
Action
Generate imageGenerates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
Action
Generate speechConverts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
Action
Get assistantRetrieves an assistant.
Action
Get batchRetrieves a batch.
Action
Get fileReturns information about a specific file.
Action
Get file contentReturns the contents of the specified file.
Action
Get messageRetrieve a message.
Action
Get modelRetrieves a model instance.
Action
Get runRetrieves a run.
Action
Get run stepRetrieves a run step.
Action
Get threadRetrieves a thread.
Action
Get vector storeRetrieves a vector store.
Action
Get vector store fileRetrieves a vector store file.
Action
Get vector store file batchRetrieves a vector store file batch.
Action
Get vector store file contentRetrieve the parsed contents of a vector store file.
Action
Get videoFetch the latest metadata for a generated video.
Action
List conversation itemsList all items for a conversation with the given ID.
Action
List filesLists files that have been uploaded to your OpenAI account.
Action
List messagesReturns a list of messages for a given thread.
Action
List modelsLists the models currently available to your account.
Action
List runsReturns a list of runs belonging to a thread.
Action
List run stepsReturns a list of run steps belonging to a run.
Action
List vector store file batch filesReturns a list of vector store files in a batch.
Action
List vector store filesReturns a list of vector store files.
Action
OpenAI agent messageRuns one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
Action
Retrieve responseRetrieves a previously created model response by its Response ID.
Action
Search vector storeSearch a vector store for relevant chunks based on a query and filter.
Action
Send model a messageSends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
Action
Submit tool outputs to runSubmit tool outputs when a run requires action.
Action
Transcribe audioTranscribes audio into the input language.
Action
Translate audioTranslates audio into English.
Action
Update assistantModifies an assistant.
Action
Update messageModifies a message.
Action
Update runModifies a run.
Action
Update threadModifies a thread.
Action
Update vector storeModifies a vector store.
Action
Update vector store file attributesUpdate attributes on a vector store file.
Action
Upload fileUpload a file that can be used across various endpoints.
Trigger
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
Trigger
Activity UpdatedTriggers when an activity is updated.
Trigger
Calendar Item UpdatedFires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
Trigger
Contact UpdatedTriggers 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 AccountTriggers when a new account is created.
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New Calendar ItemTriggers when a new calendar item is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New OpportunityTriggers when a new opportunity is created.
Trigger
New Sales OrderTriggers when a new sales order is created.
Trigger
Opportunity UpdatedTriggers when an opportunity is updated.
Trigger
Sales Order UpdatedTriggers when a sales order is updated.
Action
Create AccountCreates 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 ActivityLogs 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 ItemCreates 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 ContactCreates 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 EntityCreates 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 OpportunityCreates 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 AccountFinds 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 ContactFinds 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 OrderCreates 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 AccountReturns 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 FieldReturns 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 IDReturns the account in Sage Sales Management carrying the external ID you give — the ID your own system uses for that company.
Action
Find ContactReturns 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 FieldReturns 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 IDReturns the contact in Sage Sales Management carrying the external ID you give — the ID your own system uses for that person.
Action
Find EntitySearches 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 OpportunityReturns 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 FieldReturns 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 IDReturns the opportunity in Sage Sales Management carrying the external ID you give — the ID your own system uses for that deal.
Action
Get UserReturns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
Action
List AccountsList accounts stored in Sage Sales Management, most recently updated first.
Action
List BranchesReturns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
Action
List CountriesReturns 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 CurrenciesReturns 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 TimezonesReturns 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 UsersReturns 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 AccountUpdates 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 ActivityUpdates 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 ItemUpdates 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 ContactUpdates 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 EntityUpdates 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 OpportunityUpdates 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 OrderUpdates 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.
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