Integration

Connect Sage Sales Management to Beehiiv

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

Sage Sales Management12 triggersSage Sales Management33 actionsBeehiiv8 triggersBeehiiv43 actions

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Everything your agent can do with Sage Sales Management and Beehiiv

Triggers and actions 20 triggers · 76 actions

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.
Trigger
List automations
poll for automations; new automations surface over time (trigger).
Trigger
List newsletter lists
poll newsletter lists; new lists surface over time (trigger).
Trigger
List polls
poll for polls; new polls surface over time (trigger).
Trigger
List segment subscriber IDs
poll subscriber IDs in a segment; new IDs surface over time (trigger).
Trigger
List segment subscribers
poll subscribers in a segment; new members surface over time (trigger).
Trigger
List tiers
poll subscription tiers; new tiers surface over time (trigger).
Trigger
New subscriber to publication
Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.
Trigger
New unsubscriber to publication
Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.
Action
Add subscription tag
add a tag to a subscription.
Action
Bulk create subscription
create multiple subscriptions in a single bulk request.
Action
Create custom field
create a new custom field.
Action
Create newsletter list
create a new newsletter list.
Action
Create segment
create a new segment.
Action
Create subscription
Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.
Action
Delete custom field
delete a custom field.
Action
Delete newsletter list
delete a newsletter list.
Action
Delete segment
delete a segment.
Action
Delete subscription
Remove a subscriber from a publication.
Action
Get aggregate stats
get aggregate statistics across posts.
Action
Get author
get details for a specific author.
Action
Get custom field
get details for a specific custom field.
Action
Get newsletter list
get details for a specific newsletter list.
Action
Get newsletter list subscription
get details for a newsletter list subscription.
Action
Get post
Retrieve a single post by ID. Returns content, stats, and publish status.
Action
Get post templates
get available post templates for a publication.
Action
Get publication
get details for a specific publication.
Action
Get publication engagements
get aggregate engagement stats for a publication.
Action
Get publications by subscription email
get publications associated with a subscriber email.
Action
Get referral program
get referral program details for a publication.
Action
Get segment
get details for a specific segment.
Action
Get subscription by email
Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.
Action
Get subscription by ID
get details for a subscription by its ID.
Action
Get subscription update
get a specific bulk subscription update record.
Action
Identify user
get current OAuth user info.
Action
Identify workspace
get current workspace info.
Action
List authors
list all authors for a publication.
Action
List complimentary access
list free access grants for a publication.
Action
List condition sets
list all condition sets for a publication.
Action
List custom fields
List a publication's subscriber custom fields. Returns field names and types for mapping.
Action
List posts
List posts for a publication. Returns posts with status, audience, and publish metadata.
Action
List publications
List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.
Action
List segments
List segments for a publication. Returns segment ids, names, and types for audience targeting.
Action
List subscriptions
List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.
Action
List subscription updates
list bulk subscription update records.
Action
Recalculate segment
recalculate segment membership.
Action
Update a tier
update an existing tier.
Action
Update custom field
update an existing custom field.
Action
Update subscription by email
Update an existing subscriber identified by email. Changes tier, status, or custom fields.
Action
Update subscription by ID
update a subscription by its ID.
Action
Update subscriptions
update multiple subscriptions at once.
Action
Update subscriptions' status
bulk update subscription status.

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