Connect Sage Sales Management to Botdog

Both apps 75Sage Sales Management 45Botdog 30

• 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.

• Action
  Add blacklist

  Creates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.

• Action
  Add campaign

  Creates a new outreach campaign in Botdog, optionally with a start and end date.

• Action
  Add Contact to a Campaign

  Adds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.

• Action
  Add leads to blacklist

  Adds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.

• Action
  Add leads to campaign

  Adds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.

• Action
  Add leads to list

  Adds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.

• Action
  Add list

  Creates a new lead list in Botdog to hold LinkedIn profiles you want to group together.

• Action
  Add snippet

  Creates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.

• Action
  Archive campaign

  Archives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.

• Action
  Delete campaign

  Deletes a Botdog campaign. It disappears immediately and is removed in the background.

• Action
  Delete snippet

  Deletes one of your own message snippets in Botdog.

• Action
  Get campaign

  Returns one Botdog campaign by id, with its name, status, owner and schedule.

• Action
  Get campaign sequence

  Returns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.

• Action
  Get campaign statistics

  Returns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.

• Action
  Get lead

  Returns one lead by id, including profile details, campaign status and the lead's full event history.

• Action
  Get list

  Returns one Botdog lead list by id, with its name and lead count.

• Action
  List campaign leads

  Returns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.

• Action
  List campaigns

  Returns the campaigns on the connected Botdog team, optionally filtered by status or owner.

• Action
  List leads

  Returns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.

• Action
  List leads in list

  Returns the leads in a Botdog lead list.

• Action
  List paused campaign activities

  Returns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.

• Action
  List snippets

  Returns the message snippets visible to the connected Botdog user, both personal and team-shared.

• Action
  Pause campaign activities

  Pauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.

• Action
  Remove leads from blacklist

  Removes leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.

• Action
  Remove leads from list

  Removes leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.

• Action
  Resume campaign activities

  Resumes specific activity types on a Botdog campaign that were paused individually.

• Action
  Stop lead

  Stops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.

• Action
  Update campaign

  Updates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.

• Action
  Update lead

  Updates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.

• Action
  Update snippet

  Updates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.

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