Connect Sage Sales Management to Intercom

Both apps 83Sage Sales Management 45Intercom 38

• 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 company

  Fires when a new company is created. Poll GET /companies ordered by created_at.

• Trigger
  New conversation

  Polls for conversations, most recently updated first. Fires for each new conversation.

• Trigger
  New lead

  Instant trigger: fires when a new lead is created in Intercom (webhook). Stub ported from dev.apiant — not yet implemented.

• Trigger
  New note on conversation

  Instant trigger: fires when a note is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.

• Trigger
  New or updated contact

  Polls for contacts, most recently updated first. Fires for each new or updated contact.

• Trigger
  New tag on a conversation

  Instant trigger: fires when a tag is added to an Intercom conversation (webhook). Stub ported from dev.apiant — not yet implemented.

• Trigger
  New tag on a user

  Instant trigger: fires when a tag is added to an Intercom user (webhook). Stub ported from dev.apiant — not yet implemented.

• Trigger
  New ticket

  Fires when a new ticket is created. Poll GET /tickets/search or /tickets ordered by created_at.

• Action
  Add company

  Create (or upsert) a company in Intercom. POST /companies.

• Action
  Add note to contact

  Adds a note to the specified contact as the specified admin.

• Action
  Add note to conversation

  Adds an internal note to the specified conversation as an admin.

• Action
  Add tag to contact

  Attaches a tag to the specified contact.

• Action
  Add ticket

  Create a support ticket. POST /tickets.

• Action
  Assign conversation

  Assigns the conversation to an admin or team.

• Action
  Close conversation

  Closes the specified conversation.

• Action
  Create contact

  Creates a new contact (role user or lead) in Intercom.

• Action
  Create message

  Creates an admin-initiated email or in-app message to a contact.

• Action
  Delete company

  Delete a company by ID. DELETE /companies/{company_id}.

• Action
  Delete contact

  Deletes a contact by ID.

• Action
  Find admin by email

  Fetches an admin's details. Lists all admins; match by email.

• Action
  Find contact by email

  Searches contacts by email and returns matches.

• Action
  Find tickets

  Search tickets by criteria. POST /tickets/search.

• Action
  Get company

  Retrieve a company by ID. GET /companies/{company_id}.

• Action
  Get contact

  Fetches a contact's details by ID.

• Action
  Get conversation

  Fetches a conversation's details by ID.

• Action
  Get ticket

  Retrieve a ticket by ID. GET /tickets/{ticket_id}.

• Action
  List companies

  List all companies. GET /companies.

• Action
  List segments

  List all segments. GET /segments.

• Action
  List tags

  Lists all tags for the workspace.

• Action
  Open conversation

  Opens (marks open) the specified conversation.

• Action
  Remove tag from contact

  Detaches a tag from the specified contact.

• Action
  Send conversation reply

  Sends a reply to the specified conversation as an admin.

• Action
  Snooze conversation

  Snoozes the specified conversation until the given unix timestamp.

• Action
  Start conversation

  Starts a new conversation with the specified contact.

• Action
  Track event

  Submit a data event for a contact. POST /events.

• Action
  Update company

  Update an existing company. PUT /companies/{company_id}.

• Action
  Update contact

  Updates an existing contact specified by ID.

• Action
  Update ticket

  Update an existing ticket. PUT /tickets/{ticket_id}.

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