Connect Sage Sales Management to Front

Both apps 73Sage Sales Management 45Front 28

• 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 Comment

  Adds an internal comment to a Front conversation.

• Action
  Add Contact Handle

  Adds a new handle (email, phone, social id, etc.) to an existing Front contact.

• Action
  Add Conversation Links

  Adds one or more links to a Front conversation, either existing links by id or external URLs (links are created as needed).

• Action
  Add Conversation Tags

  Adds one or more tags to a Front conversation.

• Action
  Assign or Unassign Conversation

  Assign or unassign a conversation to a teammate.

• Action
  Create Account

  Create a new account (company) in Front.

• Action
  Create Contact

  Creates a new contact in Front at the company level.

• Action
  Create Draft

  Creates a draft message that starts a new conversation in a Front channel.

• Action
  Create Draft Reply

  Creates a new draft as a reply to the last message in a Front conversation.

• Action
  Create Link

  Creates a new Link

• Action
  Find Account

  Finds a Front account by one of its domains or by its external ID.

• Action
  Find Contact

  Finds a Front contact by one of its handles (email address, phone number, social handle, etc.) and returns the matching contact.

• Action
  Find Conversation

  Returns up to 100 conversations matching a Front search query, most recently active first.

• Action
  Get Conversation

  Fetches a conversation by ID, with its status, assignee, tags, links and custom fields. An error occurs if the conversation is not found.

• Action
  Get Conversation Last Message

  Returns the most recent message in a Front conversation.

• Action
  Get Link

  Fetches a link by ID, with its name, type and external URL. An error occurs if the link is not found.

• Action
  Import Message

  Imports a message into a Front inbox without sending it through a channel, e.g. historical conversations or web form submissions.

• Action
  List Conversation Comments

  Returns the internal comments teammates have posted on a conversation, with each comment's body, author and time posted.

• Action
  List Link Conversations

  List the conversations linked to a specific Front link.

• Action
  Remove Contact Handle

  Removes a handle (email, phone, etc) from a Contact

• Action
  Remove Conversation Links

  Remove Links from a conversation.

• Action
  Remove Conversation Tags

  Remove Tags from a Conversation

• Action
  Send Message

  Sends a new message from a Front channel, starting a new conversation.

• Action
  Send Reply

  Replies to a conversation. This action is best used with a Front trigger. For example, auto-reply behavior could be setup by combining a "New Inbound Message" Front trigger with this action.

• Action
  Update Account

  Updates an existing account in Front.

• Action
  Update Contact

  Updates an existing Front contact's name, description, links, contact lists and custom fields. Fields left blank are not changed.

• Action
  Update Conversation

  Update the conversation status, assignee, inbox or tags.

• Action
  Update Link

  Update the name of a Link.

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