Connect Sage Sales Management and Website Toolbox Community

Both apps 74Sage Sales Management 45Website Toolbox Community 29

• 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 Post

  Triggers when a new post is made in any topic of your Website Toolbox forum.

• Trigger
  New Topic

  Triggers when a new topic is started in your Website Toolbox forum.

• Trigger
  New User

  Triggers when a new user registers on your Website Toolbox community forum.

• Trigger
  Post Approved

  Triggers when a forum post is approved and visible on the community (posts still awaiting moderation are skipped until they are approved).

• Trigger
  Post Updated

  Triggers when an existing forum post is edited.

• Trigger
  Topic Updated

  Triggers when a forum topic is changed, such as its title, category, tags, pinned or locked state, or its opening post being edited.

• Trigger
  User Email Verified

  Triggers when a forum member verifies their email address and leaves the Pending Email Verification user group.

• Trigger
  User Updated

  Triggers when a forum user's profile details change, such as their name, email, title, user groups or profile fields.

• Action
  Add to User Group

  Adds one or more community members to a user group, identified by their user IDs, usernames or email addresses.

• Action
  Create Category

  Creates a new category in your Website Toolbox forum.

• Action
  Create Topic

  Creates a new topic (discussion thread) in your Website Toolbox forum, with its first post written by the member you name.

• Action
  Create User

  Creates a new member account on your Website Toolbox forum.

• Action
  Delete Category

  Deletes a forum category from your Website Toolbox community.

• Action
  Delete Post

  Deletes a post (reply) from your Website Toolbox forum.

• Action
  Delete Topic

  Deletes a forum topic, along with its posts, from your Website Toolbox community.

• Action
  Delete User

  Deletes a member from your Website Toolbox forum.

• Action
  Find topics by search term

  Returns the forum topics whose title contains the search term you enter.

• Action
  Get category

  Returns a forum category, including its title, description, parent category, privacy and lock settings, and topic and reply counts.

• Action
  Get post

  Returns a single forum post by its id, including its message, subject, topic, category and author.

• Action
  Get topic

  Returns a single forum topic by its id, including its subject, category, post and view counts, and whether it is pinned or locked.

• Action
  Get user

  Returns a single forum member's profile from your Website Toolbox community, looked up by user id.

• Action
  List categories

  Returns every category in your Website Toolbox forum, with each category's id, title and settings.

• Action
  List posts

  Returns the posts in your Website Toolbox forum, newest pages fetched until every post is collected.

• Action
  List topics

  Returns the topics (discussion threads) in your Website Toolbox forum.

• Action
  List users

  Returns the users registered on your Website Toolbox forum.

• Action
  Update category

  Updates an existing forum category's title, description, heading, link, parent and visibility settings. Only the fields you fill in are changed.

• Action
  Update Post

  Updates the text of an existing post in your Website Toolbox forum and returns the updated post.

• Action
  Update Topic

  Changes an existing forum topic's title or moves it to a different category. Anything left blank stays as it is.

• Action
  Update User

  Updates a community member's username, email address or password. Fields left blank are not changed.

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