Connect Sage Sales Management to BigMailer

Both apps 81Sage Sales Management 45BigMailer 36

• 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
  New Contact

  Triggered when a new contact is created in a BigMailer brand.

• Action
  Add/Update Contact

  Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings.

• Action
  Create a bulk campaign

  Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule.

• Action
  Create an RSS campaign

  Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose.

• Action
  Create a transactional campaign

  Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with.

• Action
  Create list

  Creates a new contact list inside a BigMailer brand.

• Action
  Create segment

  Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target.

• Action
  Create template

  Creates a reusable email or landing-page template in a BigMailer brand.

• Action
  Delete contact

  Deletes a contact from a BigMailer brand, by contact ID or email address.

• Action
  Delete list

  Deletes a contact list from a BigMailer brand.

• Action
  Delete segment

  Deletes a segment from a BigMailer brand.

• Action
  Delete template

  Deletes a template from a BigMailer brand.

• Action
  Get brand

  Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats.

• Action
  Get bulk campaign

  Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics.

• Action
  Get contact

  Returns one BigMailer contact by ID or email address, including its custom field values.

• Action
  Get list

  Returns one contact list from a BigMailer brand.

• Action
  Get RSS campaign

  Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content.

• Action
  Get segment

  Returns one segment from a BigMailer brand, including the conditions that define it.

• Action
  Get template

  Returns one template from a BigMailer brand, including its HTML.

• Action
  Get transactional campaign

  Returns one transactional campaign from a BigMailer brand, including its content and send statistics.

• Action
  List brands

  Lists the brands in your BigMailer account.

• Action
  List bulk campaigns

  Lists the bulk campaigns in a BigMailer brand.

• Action
  List contacts

  Lists the contacts in a BigMailer brand, optionally limited to one list.

• Action
  List lists

  Lists the contact lists in a BigMailer brand.

• Action
  List RSS campaigns

  Lists the RSS campaigns in a BigMailer brand.

• Action
  List segments

  Lists the segments in a BigMailer brand.

• Action
  List senders

  Lists the sending identities in a BigMailer brand.

• Action
  List templates

  Lists the templates in a BigMailer brand.

• Action
  List transactional campaigns

  Lists the transactional campaigns in a BigMailer brand.

• Action
  Update a bulk campaign

  Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update an RSS campaign

  Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update a transactional campaign

  Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed.

• Action
  Update brand

  Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed.

• Action
  Update list

  Renames an existing contact list inside a BigMailer brand.

• Action
  Update segment

  Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed.

• Action
  Update template

  Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.