Integration

Connect SureCart to Sage Sales Management

When something happens in SureCart, your agent does the next thing in Sage Sales Management. Describe it in plain language and the automation is built, tested on every branch and kept running.

SureCart44 triggersSureCart26 actionsSage Sales Management12 triggersSage Sales Management33 actions

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What do you want SureCart and Sage Sales Management 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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Everything your agent can do with SureCart and Sage Sales Management

Triggers and actions 56 triggers · 59 actions

Trigger
Affiliation Request Approved
Triggers when a affiliation request is approved.
Trigger
Affiliation Request Created
Triggers when a affiliation request is created.
Trigger
Affiliation Request Denied
Triggers when a new affiliation request is denied.
Trigger
Cancellation Act Created
Triggers when a cancellation act is created.
Trigger
Cancellation Act Updated
Triggers when a cancellation act is updated.
Trigger
Customer Created
Triggers when a customer is created.
Trigger
Customer Updated
Triggers when a customer is updated.
Trigger
Fulfillment Created
Triggers when a fulfillment is created.
Trigger
Fulfillment Deleted
Triggers when a fulfillment is deleted.
Trigger
Fulfillment Updated
Triggers when a fulfillment is updated.
Trigger
Order Created
Triggers when a order is created.
Trigger
Order Delivered
Triggers when a order is delivered.
Trigger
Order Fulfilled
Triggers when a order is fulfilled.
Trigger
Order Paid
Triggers when a order is paid.
Trigger
Order Partially Fulfilled
Triggers when a order is partially fulfilled.
Trigger
Order Partially Shipped
Triggers when a order is partially shipped.
Trigger
Order Payment Failed
Triggers when a order payment fails.
Trigger
Order Processing
Triggers when a order becomes processing.
Trigger
Order Shipped
Triggers when a order is shipped.
Trigger
Order Unfulfilled
Triggers when a order is unfulfilled.
Trigger
Order Voided
Triggers when a order is voided.
Trigger
Payout Completed
Triggers when a payout is completed.
Trigger
Purchase Created
Triggers when a purchase is created.
Trigger
Purchase Invoked
Triggers when a purchase is invoked.
Trigger
Purchase Revoked
Triggers when a purchase is revoked.
Trigger
Purchase Updated
Triggers when a purchase is updated.
Trigger
Referral Approved
Triggers when a referral is approved.
Trigger
Referral Created
Triggers when a referral is created.
Trigger
Refund Created
Triggers when a refund is created.
Trigger
Refund Succeeded
Triggers when a refund succeeds.
Trigger
Return Request Completed
Triggers when a return request is completed.
Trigger
Return Request Created
Triggers when a return request is created.
Trigger
Return Request Deleted
Triggers when a return request is deleted.
Trigger
Return Request Opened
Triggers when a return request is opened.
Trigger
Return Request Updated
Triggers when a return request is updated.
Trigger
Subscription Active
Triggers when a subscription becomes active.
Trigger
Subscription Canceled
Triggers when a subscription is canceled.
Trigger
Subscription Completed
Triggers when a subscription is completed.
Trigger
Subscription Created
Triggers when a subscription is created.
Trigger
Subscription Past Due
Triggers when a subscription becomes past due.
Trigger
Subscription Renewed
Triggers when a subscription is renewed.
Trigger
Subscription Set to Cancel
Triggers when a subscription is set to cancel.
Trigger
Subscription Trialing
Triggers when a subscription becomes trialing.
Trigger
Subscription Updated
Triggers when a subscription is updated.
Action
Find Affiliation
Find an existing affiliation by ID.
Action
Find Affiliation Request
Find an existing affiliation request by ID.
Action
Find Cancellation Act
Find an existing cancellation act by ID.
Action
Find Checkout
Find an existing checkout by ID.
Action
Find Click
Find an existing click by ID.
Action
Find Coupon
Find an existing coupon by ID.
Action
Find Customer
Find an existing customer by ID.
Action
Find Fulfillment
Find an existing fulfillment by ID.
Action
Find Fulfillment Item
Find an existing fulfillment item by ID.
Action
Find Line Item
Find an existing line item by ID.
Action
Find Order
Find an existing order by ID.
Action
Find Payment Intent
Find an existing payment intent by ID.
Action
Find Payment Method
Find an existing payment method by ID.
Action
Find Payout
Find an existing payout by ID.
Action
Find Payout Group
Find an existing payout group by ID.
Action
Find Price
Find an existing price by ID.
Action
Find Product
Find an existing product by ID.
Action
Find Promotion
Find an existing promotion by ID.
Action
Find Purchase
Find an existing purchase by ID.
Action
Find Referral
Find an existing referral by ID.
Action
Find Referral Item
Find an existing referral item by ID.
Action
Find Refund
Find an existing refund by ID.
Action
Find Return Item
Find an existing return item by ID.
Action
Find Return Request
Find an existing return request by ID.
Action
Find Subscription
Find an existing subscription by ID.
Action
Find Tracking
Find an existing tracking by ID.
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.

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The other way round: Sage Sales Management to SureCart