Connect Sage Sales Management to Whop

Both apps 90Sage Sales Management 45Whop 45

• 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
  Dispute Updated

  Triggers when a payment dispute on your Whop account changes, for example when its status moves or the deadline to respond is set.

• Trigger
  Failed Payment

  Triggers when a payment on your Whop account fails, giving you the amount, the reason it failed and when Whop will try again.

• Trigger
  Invoice Paid

  Triggers when an invoice on your Whop account is paid, giving you the invoice, its amount and who paid it.

• Trigger
  Invoice Past Due

  Triggers when an invoice on your Whop account passes its due date without being paid.

• Trigger
  Membership Canceled

  Triggers when a Whop membership ends and the customer loses access, whether they cancelled or their payments stopped.

• Trigger
  Membership Scheduled to Cancel

  Triggers when a Whop customer schedules their membership to end at the close of the current billing period, or reverses that decision.

• Trigger
  New Dispute

  Triggers when a buyer opens a new chargeback dispute on a Whop payment.

• Trigger
  New Dispute Alert

  Triggers when Whop receives an early dispute alert from the card network, before a formal chargeback is opened.

• Trigger
  New Invoice

  Triggers when a new invoice is created for a customer in Whop.

• Trigger
  New Member Joined

  Triggers when a new member joins — a Whop membership becomes active for a customer.

• Trigger
  New Payment

  Triggers when a new payment is created in Whop.

• Trigger
  New Waitlist

  Triggers when someone signs up for a waitlisted plan in Whop, creating a new waitlist entry.

• Trigger
  Payment Method Saved

  Triggers when a customer successfully saves a payment method in Whop for future use.

• Trigger
  Payment Pending

  Triggers when a Whop payment moves into a pending state, waiting to clear.

• Trigger
  Payment Refunded

  Triggers when a payment is refunded in Whop.

• Trigger
  Waitlist Approved

  Triggers when a waitlist entry is approved in Whop, granting the person access to the plan.

• Action
  Add Free Days to Membership

  Adds free days to a Whop membership, pushing out its next renewal date, expiration or trial. Useful for service credits, support gestures and referral rewards.

• Action
  Approve Waitlist

  Approves a pending waitlist entry in Whop so the applicant is granted access. Whop processes the approval in the background and returns a job ID.

• Action
  Cancel Membership

  Cancels a Whop membership, either at the end of the current billing period or straight away.

• Action
  Create Checkout Session

  Creates a Whop checkout session for a plan and returns the purchase link you send the customer to.

• Action
  Create Invoice

  Creates an invoice in Whop for a new or existing customer, either emailed as a payment link or charged automatically. Anything you leave blank is left out of the request.

• Action
  Create Lead

  Creates a lead in Whop to track someone who showed interest in a product, along with where they came from.

• Action
  Create Payment

  Charges a Whop member's saved payment method, either for an existing plan or for a new plan you describe inline. Anything you leave blank is left out of the request.

• Action
  Create Promo Code

  Creates a discount code customers can enter at checkout on Whop, as either a percentage or a flat amount off, with optional limits on who can use it and how often.

• Action
  Deny Waitlist

  Denies a pending waitlist entry in Whop so the applicant is turned down, and returns the updated entry.

• Action
  Find Entries

  Finds waitlist entries on your Whop account, with optional filters for status, product, plan and when they were submitted.

• Action
  Find Entry

  Looks up a single Whop waitlist entry by its ID and returns its status, who applied and what they applied for.

• Action
  Find Invoice

  Looks up a single Whop invoice by its ID and returns its status, amount, line items and who it was sent to.

• Action
  Find Lead

  Looks up a single Whop lead by its ID and returns who they are, what they were interested in and whether they have become a paying customer.

• Action
  Find Member

  Looks up a single member of your Whop company by ID and returns their contact details, access level and how much they have spent.

• Action
  Find Membership

  Looks up a single Whop membership by its ID and returns its status, renewal dates, the customer and what they are subscribed to.

• Action
  Find Payment

  Looks up a single Whop payment by its ID and returns its status, amounts, card details and what it was for.

• Action
  Find Plan

  Looks up a single Whop plan by its ID and returns its pricing, billing period, visibility and purchase link.

• Action
  Find Product

  Looks up a single Whop product by its ID and returns its name, visibility, member count and store details.

• Action
  Find Products

  Lists the products on your Whop company, with optional filters for visibility and paging.

• Action
  Find Refund

  Looks up a single Whop refund by its ID and returns the amount, its processing status and the payment it came from.

• Action
  Get Payment Fees

  Lists the fees taken out of a Whop payment, such as processing and affiliate fees, with the amount and type of each.

• Action
  Pause Membership

  Pauses billing on a Whop membership, optionally resuming automatically on a date you choose.

• Action
  Refund Payment

  Refunds a Whop payment in full, or by a partial amount you specify.

• Action
  Resume Membership

  Resumes billing on a Whop membership that was paused.

• Action
  Unarchive Affiliate

  Restores an archived Whop affiliate so they can earn commissions again.

• Action
  Uncancel Membership

  Reverses a pending cancellation so a Whop membership keeps renewing.

• Action
  Update Lead

  Updates the referrer or your own stored data on an existing Whop lead.

• Action
  Update Membership

  Updates your own stored data on an existing Whop membership.

• Action
  Void Invoice

  Voids a Whop invoice so it can no longer be paid.

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