Integration
Connect Sage Sales Management to Anysite
When something happens in Sage Sales Management, your agent does the next thing in Anysite. Describe it in plain language and the automation is built, tested on every branch and kept running.
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Triggers and actions 12 triggers · 56 actions
Trigger
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
- Activity Updated
Triggers when an activity is updated.
- Calendar Item Updated
Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
- 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.
- New Account
Triggers when a new account is created.
- New Activity
Triggers when a new activity is created.
- New Calendar Item
Triggers when a new calendar item is created.
- New Contact
Triggers when a new contact is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Sales Order
Triggers when a new sales order is created.
- Opportunity Updated
Triggers when an opportunity is updated.
- Sales Order Updated
Triggers when a sales order is updated.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Get User
Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
- List Accounts
List accounts stored in Sage Sales Management, most recently updated first.
- List Branches
Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Action
Find Amazon products by search criteriaSearch Amazon product listings by keyword.
- Find Google Maps places by search criteria
Search Google Maps for places by keyword and location.
- Find LinkedIn jobs by keywords
Search LinkedIn job postings by keyword, location, or other criteria.
- Find LinkedIn users by keywords
Search LinkedIn for users matching a name, title, or other criteria.
- Find Reddit posts by search criteria
Search Reddit posts by keyword or subreddit.
- Find TikTok videos by search criteria
Search TikTok videos by keyword or hashtag.
- Find X posts by search criteria
Search X (Twitter) posts by keyword or other criteria.
- Find Yelp businesses by term
Search Yelp businesses by keyword and location.
- Find YouTube videos by search criteria
Search YouTube videos by keyword.
- Get Amazon product
Fetch structured product data (price, rating, details) for an Amazon listing by URL or ASIN.
- Get Glassdoor company ratings
Fetch structured ratings and review summary for a company on Glassdoor.
- Get Google Maps place
Fetch structured place details (hours, rating, address) from Google Maps by place ID or URL.
- Get Instagram profile
Fetch structured profile data for an Instagram user by username.
- Get LinkedIn company
Fetch structured company data for a LinkedIn company page by URL.
- Get LinkedIn profile
Fetch structured profile data for a LinkedIn user by profile URL.
- Get Reddit post
Fetch structured data for a Reddit post by URL, including comments.
- Get TikTok profile
Fetch structured profile data for a TikTok user by username.
- Get TikTok video
Fetch structured data for a TikTok video by URL.
- Get X post
Fetch structured data for an X (Twitter) post by URL or ID.
- Get X profile
Fetch structured profile data for an X (Twitter) user by username.
- Get Yelp business
Fetch structured business details from Yelp by business URL or ID.
- Get YouTube channel
Fetch structured data for a YouTube channel by URL or handle.
- Get YouTube video
Fetch structured data for a YouTube video by URL or ID.
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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