Connect Orderry and Sage Sales Management

Both apps 80Orderry 35Sage Sales Management 45

• Trigger
  Ad Campaigns

  Triggers when a new ad campaign is added in Orderry.

• Trigger
  Clients List

  Triggers when a new client is added in Orderry.

• Trigger
  Employees List

  Triggers when a new employee is added to the Orderry account.

• Trigger
  Lead Types

  Triggers when a new lead type is added to your Orderry account.

• Trigger
  Locations

  Triggers when a new location (branch) is added to the Orderry account.

• Trigger
  Order Custom Fields

  Triggers when a new custom field is defined for orders in Orderry.

• Action
  Add Booking Item

  Adds a product or service line item to an existing booking.

• Action
  Add Order Comment

  Adds a comment to an order in Orderry, optionally marked as private.

• Action
  Add Task Comment

  Adds a comment to an existing task in Orderry, optionally marked as private.

• Action
  Changing Order Status

  Changes the status of an Orderry order, optionally with a comment explaining the change.

• Action
  Create a Client

  Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.

• Action
  Create a Lead

  Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.

• Action
  Create an Order

  Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.

• Action
  Create an Order Item

  Adds a product or service line item to an existing Orderry order.

• Action
  Create an Order or Estimate

  Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.

• Action
  Create a Payment

  Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.

• Action
  Create Booking

  Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.

• Action
  Create Product

  Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.

• Action
  Create Service

  Creates a new service in your Orderry service catalog.

• Action
  Create Task

  Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.

• Action
  Create Update_booking

  Updates an existing booking's location, status, assignee, client, schedule, resource or comment.

• Action
  Find Service

  Finds catalog services by name, barcode or category and returns the matching services.

• Action
  Get Assets

  Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.

• Action
  Get Client by ID

  Returns a single client record, including its contact details and custom field values, by its ID.

• Action
  Get Estimate

  Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.

• Action
  Get Estimate by Id

  Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.

• Action
  Get Lead

  Returns a single lead by its ID, including contact details, status and custom field values.

• Action
  Get Orders

  Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.

• Action
  Get Task

  Returns a single task by its ID.

• Action
  Search for Clients

  Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.

• Action
  Update an Order Item

  Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.

• Action
  Update an Order or Estimate

  Updates an existing order estimate in Orderry, changing only the fields you fill in.

• Action
  Update_booking_item

  Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.

• Action
  Update Client

  Updates an existing client (person) in Orderry. Only the fields you fill in are changed.

• Action
  Update Product

  Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.

• 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.