Connect Sage Sales Management and Slack

Both apps 120Sage Sales Management 45Slack 75

• 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 Channel

  Triggers when a new channel is created in the workspace.

• Trigger
  New Channel (instant)

  Triggers when a new channel is created (Slack event channel_created).

• Trigger
  New Channel Member

  Triggers when a member joins a chosen channel (Slack event member_joined_channel).

• Trigger
  New File (instant)

  Triggers when a new file is uploaded to the workspace (Slack event file_created).

• Trigger
  New Mention (instant)

  Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.

• Trigger
  New Message Posted to Channel

  Triggers when a message is posted to a chosen channel (Slack event message.channels).

• Trigger
  New Message Posted to Private Channel

  Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim).

• Trigger
  New Pinned Item

  Triggers when an item is pinned in a channel.

• Trigger
  New Public Message Posted Anywhere

  Triggers when a message is posted to any public channel (Slack event message.channels).

• Trigger
  New Reaction Added

  Triggers when an emoji reaction is added to a message (Slack event reaction_added).

• Trigger
  New Saved Message

  Triggers when a message or file is saved (starred) (Slack event star_added).

• Trigger
  New Team Custom Emoji

  Triggers when a custom emoji is added to the workspace (Slack event emoji_changed).

• Trigger
  New Thread Reply

  Triggers when a new reply is added to a message thread.

• Trigger
  New User

  Triggers when a new user joins the workspace. Polling; deduped by user id.

• Trigger
  New User (instant)

  Triggers when a new user joins the workspace (Slack event team_join).

• Action
  Add Bookmark

  Add a bookmark to a channel.

• Action
  Add Reaction

  Add an emoji reaction to a message.

• Action
  Add Star

  Save a message or file by starring it.

• Action
  Archive Channel

  Archive a channel.

• Action
  Complete Reminder

  Mark a reminder as complete.

• Action
  Create Canvas

  Create a standalone canvas document.

• Action
  Create Channel

  Create a new public or private channel.

• Action
  Create Channel Canvas

  Create a canvas attached to a channel.

• Action
  Create Reminder

  Create a reminder for a user at a specified time.

• Action
  Delete Canvas

  Delete a canvas.

• Action
  Delete File

  Delete a file from the workspace.

• Action
  Delete Message

  Delete a message from a channel by timestamp.

• Action
  Delete Reminder

  Delete a reminder.

• Action
  Delete Scheduled Message

  Cancel a scheduled message before it is sent.

• Action
  Edit Bookmark

  Edit an existing channel bookmark.

• Action
  Edit Canvas

  Edit the content of a canvas.

• Action
  Find Channel by Name

  List channels filtered to locate a channel by name (client filters the returned list).

• Action
  Find User by Email

  Look up a Slack user by their email address.

• Action
  Get Channel Messages

  Fetch the message history of a channel.

• Action
  Get File Info

  Get information about a file.

• Action
  Get Message Permalink

  Get a permanent link to a specific message.

• Action
  Get Message Reactions

  Get the emoji reactions on a message.

• Action
  Get Team Info

  Get information about the workspace.

• Action
  Get Thread Replies

  Get the replies in a message thread.

• Action
  Get User Info

  Get profile information for a Slack user by ID.

• Action
  Get User Presence

  Get a user's current presence status.

• Action
  Get User Profile

  Get a user's profile fields.

• Action
  Invite User to Channel

  Invite one or more users to a channel (comma-separated user IDs).

• Action
  Join Channel

  Join a public channel.

• Action
  Leave Channel

  Leave a channel.

• Action
  List Bookmarks

  List the bookmarks in a channel.

• Action
  List Channel Members

  List the members of a channel.

• Action
  List Channels

  List channels in the workspace (public and private).

• Action
  List Custom Emojis

  List the workspace's custom emojis.

• Action
  List Files

  List files in the workspace, optionally filtered by channel or user.

• Action
  List Pinned Items

  List the items pinned in a channel.

• Action
  List Scheduled Messages

  List messages scheduled to be sent later.

• Action
  List User Groups

  List the workspace's user groups.

• Action
  List Users

  List all users in the workspace.

• Action
  List User's Channels

  List the channels a user is a member of.

• Action
  Mark Channel Read

  Set the read cursor position in a channel.

• Action
  Pin Message

  Pin a message to a channel.

• Action
  Remove Bookmark

  Remove a bookmark from a channel.

• Action
  Remove Reaction

  Remove an emoji reaction from a message.

• Action
  Remove Star

  Remove a star from a message or file.

• Action
  Remove User from Channel

  Remove a member from a channel.

• Action
  Rename Channel

  Rename a channel.

• Action
  Schedule Message

  Schedule a message to be sent to a channel at a future Unix time.

• Action
  Search Files

  Search files across the workspace.

• Action
  Search Messages

  Search messages across the workspace.

• Action
  Send Direct Message

  Open a DM with a user and post a message to it.

• Action
  Send Ephemeral Message

  Send a message in a channel that is visible only to one user.

• Action
  Send Message

  Post a message to a channel, private group, or DM.

• Action
  Set Channel Purpose

  Set the purpose (description) for a channel.

• Action
  Set Channel Topic

  Set the topic for a channel.

• Action
  Set User Presence

  Set the authenticated user's presence status.

• Action
  Unarchive Channel

  Restore an archived channel.

• Action
  Unpin Message

  Remove a pinned message from a channel.

• Action
  Update Message

  Update an existing message in a channel by timestamp.

• Action
  Upload File

  Upload a file and share it to one or more channels.

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