Integration

Connect Sage Sales Management to Bitly

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

Sage Sales Management12 triggersSage Sales Management33 actionsBitly8 triggersBitly25 actions

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Everything your agent can do with Sage Sales Management and Bitly

Triggers and actions 20 triggers · 58 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
New Bitlink in Group
Triggers when a new Bitlink appears in the group.
Trigger
New Branded Short Domain
Triggers when a new branded short domain is added.
Trigger
New Channel
Triggers when a new channel is created.
Trigger
New Group
Triggers when a new group is created.
Trigger
New Organization
Triggers when a new organization is created.
Trigger
New QR Code in Group
Triggers when a new QR code appears in the group.
Trigger
New Sorted Bitlink in Group
Triggers when a new Bitlink appears in the group's sorted ranking.
Trigger
New Tag in Group
Triggers when a new tag appears in the group.
Action
Add Custom Bitlink
create a custom (branded) Bitlink
Action
Bulk update bitlinks
bulk update Bitlinks in a group
Action
Create an inline CSV export for a group
create an inline CSV export for a group
Action
Create Bitlink
Shortens a long URL into a Bitlink. Optionally set a title and a branded custom domain.
Action
Delete a Bitlink
delete a Bitlink
Action
Expand Bitlink
Returns the long destination URL for a Bitlink ID (e.g. bit.ly/abc123).
Action
Generate a static QR Code image
generate a static QR code image
Action
Get Group Limit Usage
Returns a Bitly group's current feature limit usage, with the count used for each limit.
Action
Get Plan Limits
Returns all plan limits and their current usage counts for a Bitly organization.
Action
Get Platform Limits
Returns the organization's platform limits and current usage counts per API endpoint.
Action
Get QR Code Image
Fetches a QR code's rendered image by QR code ID. The image is saved to APIANT temporary storage and returned as a file reference, so it can be emailed, uploaded or attached in a later step. An error occurs if the QR code is not found.
Action
Get Top Links and QR Codes by Engagement
Returns a group's top-performing bitlinks and decoupled QR codes ranked by engagement count over a chosen reporting window.
Action
Retrieve Bitlink
Fetches the details of a single Bitlink by its ID (e.g. bit.ly/abc123).
Action
Retrieve Custom Bitlink
Returns the Bitlink that a custom (branded) short link points to, along with that Bitlink's details — destination URL, title, tags, and created timestamp. An error occurs if the custom Bitlink is not found.
Action
Retrieve Group
Fetches a single Bitly group (workspace) by its GUID, returning the group's name, organization, role, status, and branded short domains. An error occurs if the group is not found.
Action
Retrieve Group Preferences
Fetches the preferences for a single Bitly group (workspace) by its GUID, returning the group's default short domain. An error occurs if the group is not found.
Action
Retrieve Organization
Fetches a single Bitly organization by its GUID, returning the organization's name, subscription tier, role, status, and branded short domains. An error occurs if the organization is not found.
Action
Retrieve QR Code
Returns the details of a single QR code by its ID — title, the Bitlink and destination URLs it encodes, its type, tags, and created/updated timestamps. This returns the QR code's information only, not the scannable image file; use Get QR Code Image for that. An error occurs if the QR code is not found.
Action
Retrieve User
Returns the Bitly user account the connection is authenticated as, including its login, name, email addresses, activity flags and default group.
Action
Shorten a Link
shorten a long URL into a Bitlink
Action
Update a Group
update a group
Action
Update a QR Code
update a QR code
Action
Update a User
update the authenticated user
Action
Update Bitlink
Updates a Bitlink's title, tags, or archived state.
Action
Update Group Preferences
update group preferences

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The other way round: Bitly to Sage Sales Management