Connect Sage Sales Management to Microsoft Teams

Both apps 72Sage Sales Management 45Microsoft Teams 27

• 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 Member To Team

  Tool to add a user to a microsoft teams team. use when granting or updating membership for a user.

• Action
  Archive Team

  Tool to archive a microsoft teams team. use after confirming the team id; returns 202 if accepted.

• Action
  Chats Get All Chats

  Retrieves all microsoft teams chats a specified user is part of, supporting filtering, property selection, and pagination.

• Action
  Chats Get All Messages

  Retrieves all messages from a specified microsoft teams chat using the microsoft graph api, automatically handling pagination; ensure `chat id` is valid and odata expressions in `filter` or `select` are correct.

• Action
  Create Meeting

  Use to schedule a new standalone microsoft teams online meeting, i.e., one not linked to any calendar event.

• Action
  Create Team

  Tool to create a new microsoft teams team. use when you need to provision a team with optional template, channels, and members.

• Action
  Delete Team

  Tool to delete a microsoft teams team. use after confirming the target team id.

• Action
  Get Channel

  Tool to get a specific channel in a team. use after obtaining valid team and channel ids to fetch channel details.

• Action
  Get Chat Message

  Tool to get a specific chat message. use after confirming chat id and message id.

• Action
  Get Team

  Tool to get a specific team. use when full details of one team by id are needed.

• Action
  List Message Replies

  Tool to list replies to a channel message. use after obtaining team, channel, and message ids.

• Action
  List Team Members

  Tool to list members of a microsoft teams team. use when you need to retrieve the members of a specific team, for auditing or notifications.

• Action
  List Users

  Tool to list all users in the organization. use when you need to retrieve directory users with filtering, pagination, and field selection.

• Action
  Teams Create Channel

  Creates a new 'standard', 'private', or 'shared' channel within a specified microsoft teams team.

• Action
  Teams Create Chat

  Creates a new chat; if a 'oneonone' chat with the specified members already exists, its details are returned, while 'group' chats are always newly created.

• Action
  Teams Get Message

  Retrieves a specific message from a microsoft teams channel using its team, channel, and message ids.

• Action
  Teams List

  Retrieves microsoft teams accessible by the authenticated user, allowing filtering, property selection, and pagination.

• Action
  Teams List Channels

  Retrieves channels for a specified microsoft teams team id (must be valid and for an existing team), with options to include shared channels, filter results, and select properties.

• Action
  Teams List Chat Messages

  Retrieves messages (newest first) from an existing and accessible microsoft teams one-on-one chat, group chat, or channel thread, specified by `chat id`.

• Action
  Teams List People

  Retrieves a list of people relevant to a specified user from microsoft graph, noting the `search` parameter is only effective if `user id` is 'me'.

• Action
  Teams Post Channel Message

  Posts a new text or html message to a specified channel in a microsoft teams team.

• Action
  Teams Post Chat Message

  Sends a non-empty message (text or html) to a specified, existing microsoft teams chat; content must be valid html if `content type` is 'html'.

• Action
  Teams Post Message Reply

  Sends a reply to an existing message, identified by `message id`, within a specific `channel id` of a given `team id` in microsoft teams.

• Action
  Unarchive Team

  Tool to unarchive a microsoft teams team. use when you need to restore an archived team to active state.

• Action
  Update Channel Message

  Tool to update a message in a channel. use when you need to modify an existing channel message after confirming channel and message ids.

• Action
  Update Chat Message

  Tool to update a specific message in a chat. use when you need to correct or modify a sent chat message.

• Action
  Update Team

  Tool to update the properties of a team. use when you need to modify team settings such as member, messaging, or fun settings.

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