Connect Timesheet to Sage Sales Management

Both apps 105Timesheet 60Sage Sales Management 45

• Trigger
  New Absence

  Triggered when a new absence is requested or recorded in the chosen Timesheet organization.

• Trigger
  New Project

  Triggered when a new project is created in Timesheet.

• Trigger
  New Rate

  Triggered when a new pay rate is created in Timesheet.

• Trigger
  New Tag

  Triggered when a new tag is created in Timesheet.

• Trigger
  New Task

  Triggered when a new tracked time entry is recorded in Timesheet.

• Trigger
  New Team

  Triggered when a new team is created in Timesheet.

• Trigger
  New Todo

  Triggered when a new to-do is created in Timesheet.

• Action
  Approve Absence

  Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.

• Action
  Create Expense

  Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.

• Action
  Create Note

  Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.

• Action
  Create Organization

  Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.

• Action
  Create Project

  Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.

• Action
  Create Rate

  Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.

• Action
  Create Reminder

  Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.

• Action
  Create Tag

  Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.

• Action
  Create Task

  Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.

• Action
  Create Team

  Creates a team inside a Timesheet organization. Returns the new team with its ID.

• Action
  Create Todo

  Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.

• Action
  Delete Expense

  Deletes an expense from Timesheet. Returns confirmation that the expense was removed.

• Action
  Delete Note

  Deletes a note from Timesheet. Returns confirmation that the note was removed.

• Action
  Delete Organization

  Deletes an organization from Timesheet. Returns confirmation that the organization was removed.

• Action
  Delete Project

  Deletes a project from Timesheet. Returns confirmation that the project was removed.

• Action
  Delete Rate

  Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed.

• Action
  Delete Reminder

  Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed.

• Action
  Delete Tag

  Deletes a tag from Timesheet. Returns confirmation that the tag was removed.

• Action
  Delete Task

  Deletes a time entry from Timesheet. Returns confirmation that the entry was removed.

• Action
  Delete Team

  Deletes a team from Timesheet. Returns confirmation that the team was removed.

• Action
  Delete Todo

  Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed.

• Action
  Find Absence

  Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.

• Action
  Find Expense

  Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.

• Action
  Find Note

  Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.

• Action
  Find Organization

  Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.

• Action
  Find Project

  Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.

• Action
  Find Rate

  Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.

• Action
  Find Reminder

  Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.

• Action
  Find Tag

  Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.

• Action
  Find Task

  Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.

• Action
  Find Team

  Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches.

• Action
  Find Todo

  Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.

• Action
  Get Current Timer

  Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.

• Action
  Get Project

  Returns one Timesheet project by ID, including its client, settings and tracked totals.

• Action
  Get Rate

  Returns one Timesheet pay rate by ID, including its multiplier and extra amount.

• Action
  Get Tag

  Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.

• Action
  Get Task

  Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.

• Action
  Get Team

  Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.

• Action
  Pause Timer

  Pauses the running timer, starting a break. Returns the timer with its new paused state.

• Action
  Resume Timer

  Resumes a paused timer, ending the current break. Returns the timer with its new running state.

• Action
  Send Report

  Generates a timesheet report for the chosen period and emails it to the given address.

• Action
  Start Timer

  Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.

• Action
  Stop Timer

  Stops the running timer and closes out the time entry it was tracking.

• Action
  Update Expense

  Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.

• Action
  Update Note

  Updates an existing note's text, date or attachment. Fields left blank keep their current values.

• Action
  Update Organization

  Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.

• Action
  Update Project

  Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.

• Action
  Update Rate

  Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.

• Action
  Update Reminder

  Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.

• Action
  Update Tag

  Updates an existing tag's name, colour or archived state. Fields left blank keep their current values.

• Action
  Update Task

  Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.

• Action
  Update Team

  Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.

• Action
  Update Todo

  Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.

• 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.

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