Integration

Connect Sage Sales Management to Intervals

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

Sage Sales Management12 triggersSage Sales Management33 actionsIntervals6 triggersIntervals38 actions

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Everything your agent can do with Sage Sales Management and Intervals

Triggers and actions 18 triggers · 71 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 client
Polling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoice
Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestone
Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New person
Polling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New project
Polling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New task
Polling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add client
Create a new client.
Action
Add expense
Create a new expense.
Action
Add invoice
Create a new invoice.
Action
Add milestone
Create a new milestone.
Action
Add person
Create a new person (team member).
Action
Add project
Create a new project.
Action
Add task
Create a new task.
Action
Add time entry
Log a new time entry against a task.
Action
Add timer
Start a new timer for a task.
Action
Delete client
Delete a client.
Action
Delete expense
Delete an expense.
Action
Delete invoice
Delete an invoice.
Action
Delete milestone
Delete a milestone.
Action
Delete person
Delete a person.
Action
Delete project
Delete a project.
Action
Delete task
Delete a task.
Action
Delete time entry
Delete a logged time entry.
Action
Delete timer
Delete a timer.
Action
Get client
Retrieve a single client by id.
Action
Get expense
Retrieve a single expense by id.
Action
Get invoice
Retrieve a single invoice by id.
Action
Get milestone
Retrieve a single milestone by id.
Action
Get person
Retrieve a single person by id.
Action
Get project
Retrieve a single project by id.
Action
Get task
Retrieve a single task by id.
Action
Get time entry
Retrieve a single logged time entry by id.
Action
Get timer
Retrieve a single timer by id.
Action
List milestones
Retrieve all milestones in the Intervals account.
Action
List tasks
Retrieve all tasks in the Intervals account.
Action
Update client
Update an existing client's details.
Action
Update expense
Update an existing expense.
Action
Update invoice
Update an existing invoice.
Action
Update milestone
Update an existing milestone.
Action
Update person
Update an existing person's details.
Action
Update project
Update an existing project's details.
Action
Update task
Update an existing task's details.
Action
Update time entry
Update an existing logged time entry.
Action
Update timer
Update a timer (e.g. stop or adjust it).

Each app on its own

The other way round: Intervals to Sage Sales Management