Integration

Connect Sage Sales Management to Meisterplan

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

Sage Sales Management12 triggersSage Sales Management33 actionsMeisterplan19 actions

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Triggers and actions 12 triggers · 52 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.
Action
Create or Update Actual Time Worked
Records the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry.
Action
Create or Update Allocation
Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments.
Action
Create or Update a Project's Tool Link
Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link.
Action
Create or Update Resource Absence
Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence.
Action
Create or Update Tasks of a Project's Tool Link
Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.
Action
Create Project
Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.
Action
Create Resource
Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.
Action
Create Role
Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.
Action
Find a Resource or Role
Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
Action
Find a Team, Resource or Role
Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.
Action
Find Project by Key
Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
Action
Find Project by Name
Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.
Action
Find Resource by Email
Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
Action
Find Resource by Key
Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.
Action
Find Role by Name
Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles.
Action
Find Task by Key
Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks.
Action
Update Project
Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.
Action
Update Resource
Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.
Action
Update Role
Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.

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The other way round: Meisterplan to Sage Sales Management