Integration
Connect Sage Sales Management to Sirv
When something happens in Sage Sales Management, your agent does the next thing in Sirv. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Sage Sales Management and Sirv to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with Sage Sales Management and Sirv
Triggers and actions 14 triggers · 64 actions
Trigger
Account UpdatedFires when an existing account (company) is updated in Sage Sales Management.
- Activity Updated
Triggers when an activity is updated.
- Calendar Item Updated
Fires when an existing calendar item (appointment or task) is updated in Sage Sales Management.
- 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.
- New Account
Triggers when a new account is created.
- New Activity
Triggers when a new activity is created.
- New Calendar Item
Triggers when a new calendar item is created.
- New Contact
Triggers when a new contact is created.
- New Opportunity
Triggers when a new opportunity is created.
- New Sales Order
Triggers when a new sales order is created.
- Opportunity Updated
Triggers when an opportunity is updated.
- Sales Order Updated
Triggers when a sales order is updated.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- Get User
Returns one Sage Sales Management user by ID, with their name, email, login, phone, user type, manager, branch and active status.
- List Accounts
List accounts stored in Sage Sales Management, most recently updated first.
- List Branches
Returns every branch (office or environment) set up in Sage Sales Management, so you can pick the branch ID other operations need.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 FileTriggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.
- New Tagged File
Triggered when a new file carrying the chosen tag appears in your Sirv account.
- Add Advanced Watermark
Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.
- Add Canvas or Border
Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.
- Add Tags to File
Adds meta tags to a file in your Sirv account.
- Apply Color Effects
Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.
- Convert Spin to Video
Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.
- Convert Video to Spin
Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.
- Copy File
Copies a file in your Sirv account to another path, leaving the original in place.
- Create Folder
Creates an empty folder in your Sirv account at the path you give.
- Create Thumbnail
Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.
- Delete File
Deletes a file, or an empty folder, from your Sirv account.
- Delete file tags
Removes one or more tags from a file in your Sirv account.
- Download File
Downloads a file from your Sirv account and returns its contents.
- Fetch File From URL
Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.
- Find File
Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.
- Get API Limits
Returns your Sirv API rate limits and how much of each you have used.
- Get batch delete job
Returns the progress and results of a batch delete job you started earlier.
- Get CDN URL
Returns the public web address of a file in your Sirv account.
- Get File Info
Returns the details Sirv holds on one file — its type, size, dates and image information.
- Get File Metadata
Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.
- Get File Tags
Returns the tags attached to a file in your Sirv account.
- Get product metadata
Returns the product information stored on a file in your Sirv account.
- Get Storage Info
Returns how much storage your Sirv account is using and how much it is allowed.
- Get Usage Report
Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.
- Get ZIP Job
Returns the progress and results of a zip job, including the archive it produced.
- List Folder Contents
Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.
- Make API Call
Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.
- Rename or Move File
Renames a file or folder, or moves it to another folder, by giving its new path.
- Set File Metadata
Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.
- Set Product Metadata
Attaches product details — code, name, brand and categories — to a file in your Sirv account.
- Upload File
Uploads a file to your Sirv account from a web address.
- Zip Files
Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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