Connect Sage Sales Management and Wheelbase

Both apps 65Sage Sales Management 45Wheelbase 20

• 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 Customer

  Triggered when a new customer is created or a marketplace guest books with the dealer.

• Trigger
  New Message

  Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

• Trigger
  New or Updated Reservation

  Triggers when a reservation is created or updated in Wheelbase.

• Trigger
  New Rental

  Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

• Action
  Approve booking

  Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

• Action
  Cancel booking

  Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

• Action
  Create Customer

  Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

• Action
  Create Reservation

  Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

• Action
  Decline booking

  Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

• Action
  Find a Customer

  Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

• Action
  Find a Rental

  Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

• Action
  Get booking

  Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

• Action
  Get listing

  Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

• Action
  List booking payments

  Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

• Action
  List bookings

  Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

• Action
  List locations

  Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

• Action
  Update customer

  Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

• Action
  Update listing

  Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

• Action
  Update Reservation

  Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

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