Connect Sage Sales Management to JIRA

Both apps 183Sage Sales Management 45JIRA 138

• 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 Issue

  Polls for newly created issues in a project (ordered by creation date).

• Trigger
  New or Updated Issue

  Polls for issues created or updated recently (ordered by updated date).

• Action
  Add attachment

  add an attachment to an issue

• Action
  Add comment

  add a comment to an issue

• Action
  Add Comment to Issue

  Adds a comment to the specified issue.

• Action
  Add filter as favorite

  Add filter as favorite

• Action
  Add gadget to dashboard

  Add gadget to dashboard

• Action
  Add user to group

  add a user to a group

• Action
  Add vote

  add the current user's vote to an issue

• Action
  Add worklog

  add a worklog to an issue

• Action
  Archive issues by ID or key

  archive issues by ID/key

• Action
  Archive issue(s) by JQL

  Archive issue(s) by JQL

• Action
  Assign Issue

  Assigns an issue to a user by account ID.

• Action
  Bulk create issue

  bulk create issues

• Action
  Bulk create statuses

  Bulk create statuses

• Action
  Bulk delete issues

  bulk delete issues

• Action
  Bulk delete Statuses

  Bulk delete Statuses

• Action
  Bulk delete worklogs

  bulk delete worklogs on an issue

• Action
  Bulk edit dashboards

  Bulk edit dashboards

• Action
  Bulk edit issues

  bulk edit issue fields

• Action
  Bulk fetch issues

  bulk fetch issues by ID/key

• Action
  Bulk move issues

  bulk move issues

• Action
  Bulk move worklogs

  bulk move worklogs

• Action
  Bulk transition issue statuses

  bulk transition issue statuses

• Action
  Bulk unwatch issues

  bulk unwatch issues

• Action
  Bulk watch issues

  bulk watch issues

• Action
  Change filter owner

  Change filter owner

• Action
  Copy dashboard

  Copy dashboard

• Action
  Create component

  Create component

• Action
  Create custom field

  Create custom field

• Action
  Create dashboard

  Create dashboard

• Action
  Create filter

  Create filter

• Action
  Create group

  Create group

• Action
  Create Issue

  Creates a new issue in the specified project.

• Action
  Create issue link

  create a link between two issues

• Action
  Create issue link type

  create an issue link type

• Action
  Create issue type

  create an issue type

• Action
  Create project

  create a project

• Action
  Create project category

  create a project category

• Action
  Create related work

  Create related work

• Action
  Create user

  create a user

• Action
  Create version

  Create version

• Action
  Delete and replace version

  Delete and replace version

• Action
  Delete attachment

  delete an attachment

• Action
  Delete comment

  delete a comment

• Action
  Delete component

  Delete component

• Action
  Delete custom field

  Delete custom field

• Action
  Delete dashboard

  Delete dashboard

• Action
  Delete filter

  Delete filter

• Action
  Delete Issue

  Deletes an issue by its key or ID.

• Action
  Delete issue link

  delete an issue link

• Action
  Delete issue link type

  delete an issue link type

• Action
  Delete issue type

  delete an issue type

• Action
  Delete project

  delete a project

• Action
  Delete project asynchronously

  delete a project asynchronously

• Action
  Delete project category

  delete a project category

• Action
  Delete related work

  Delete related work

• Action
  Delete user

  delete a user

• Action
  Delete version

  Delete version

• Action
  Delete vote

  remove the current user's vote from an issue

• Action
  Delete watcher

  remove a watcher from an issue

• Action
  Delete worklog

  delete a worklog

• Action
  Export Archived Issues

  Export archived issue(s)

• Action
  Get all dashboards

  Get all dashboards

• Action
  Get all projects

  Get all projects

• Action
  Get attachment content

  get attachment content

• Action
  Get attachment metadata

  get attachment metadata

• Action
  Get available transitions

  Get available transitions

• Action
  Get bulk available transitions

  get transitions available for bulk transition

• Action
  Get comment

  get a single comment

• Action
  Get comments by IDs

  get comments by IDs

• Action
  Get component

  Get component

• Action
  Get create issue metadata

  Get create issue metadata

• Action
  Get create metadata issue types for a project

  get create-metadata issue types for a project

• Action
  Get dashboard

  Get dashboard

• Action
  Get edit issue metadata

  get edit metadata for an issue

• Action
  Get favorite filters

  Get favorite filters

• Action
  Get filter

  Get filter

• Action
  Get group

  Get group

• Action
  Get Issue

  Returns the details of a single issue by its key or ID.

• Action
  Get Issue Comments

  Returns all comments for the specified issue.

• Action
  Get issue link

  get an issue link

• Action
  Get issue link type

  get an issue link type

• Action
  Get issue link types

  list issue link types

• Action
  Get Issue Transitions

  Returns the workflow transitions available for the specified issue.

• Action
  Get issue type

  get an issue type

• Action
  Get issue watchers

  get watchers of an issue

• Action
  Get issue worklogs

  get worklogs on an issue

• Action
  Get is watching issue bulk

  check watching status for multiple issues

• Action
  Get my filters

  Get my filters

• Action
  Get Project

  Returns the details of a single project by its key or ID.

• Action
  Get project components

  get all components of a project

• Action
  Get project versions

  get all versions of a project

• Action
  Get recent projects

  get recently viewed projects

• Action
  Get related work

  Get related work

• Action
  Get status

  Get status

• Action
  Get status category

  Get status category

• Action
  Get transitions

  get available transitions for an issue

• Action
  Get user

  get a user

• Action
  Get user groups

  get groups a user belongs to

• Action
  Get users from group

  list members of a group

• Action
  Get version

  Get version

• Action
  Get votes

  get votes on an issue

• Action
  Get worklog

  get a worklog

• Action
  Get worklogs by IDs

  get worklogs by IDs

• Action
  Get worklogs by issue ID and worklog ID

  get worklogs by issue ID and worklog ID (internal)

• Action
  List Project Issue Types

  Returns the issue types available, optionally for a given project.

• Action
  List Projects

  Returns a paginated list of projects visible to the user.

• Action
  List users

  Lists the users visible to the connected Jira account. Takes no search criterion.

• Action
  Merge versions

  merge one version into another

• Action
  Move version

  Move version

• Action
  Remove filter as favorite

  Remove filter as favorite

• Action
  Remove gadget from dashboard

  Remove gadget from dashboard

• Action
  Remove group

  Remove group

• Action
  Remove user from group

  remove a user from a group

• Action
  Restore custom field from trash

  Restore custom field from trash

• Action
  Restore deleted or archived project

  restore a deleted or archived project

• Action
  Search for dashboards

  Search for dashboards

• Action
  Search for filters

  Search for filters

• Action
  Search for issues using JQL enhanced search (GET)

  Search for issues using JQL enhanced search (GET)

• Action
  Search for issues using JQL enhanced search (POST)

  search for issues using enhanced JQL (POST)

• Action
  Search Issues (JQL)

  Searches for issues using a JQL query.

• Action
  Transition Issue

  Moves an issue to a new status by performing a workflow transition.

• Action
  Unarchive issues by keys or ID

  unarchive issues by key/ID

• Action
  Update comment

  update a comment

• Action
  Update component

  Update component

• Action
  Update custom field

  Update custom field

• Action
  Update dashboard

  Update dashboard

• Action
  Update filter

  Update filter

• Action
  Update gadget on dashboard

  Update gadget on dashboard

• Action
  Update Issue

  edit an issue

• Action
  Update issue link type

  update an issue link type

• Action
  Update issue type

  update an issue type

• Action
  Update project

  update a project

• Action
  Update project category

  update a project category

• Action
  Update related work

  Update one related-work link on a Jira project version. Reads the version's existing related work, overlays only the fields you supply, then writes the merged object back — so anything you leave blank keeps its current value.

• Action
  Update version

  Update version

• Action
  Update worklog

  update a worklog

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