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Quickly connect MaintainX to Sage Accounting with a Zapier template.

Our most popular template

Create new MaintainX work orders from new Sage Accounting sales quotes
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Sage Accounting + MaintainX

Create new MaintainX work orders from new Sage Accounting sales quotes

Details

Try it

Sage Accounting + MaintainX

How Zapier works

Zapier makes it easy to integrate MaintainX with Sage Accounting - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Category on Work Order" from MaintainX.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects MaintainX and Sage Accounting, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Level up your MaintainX to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about MaintainX + Sage Accounting integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with MaintainX and Sage Accounting

How does the integration between MaintainX and Sage Accounting work?

The integration between MaintainX and Sage Accounting works through an automation platform, where our tool utilizes triggers and actions. For example, when a new purchase order is created in MaintainX, it can automatically trigger an action to record that order in Sage Accounting.

What kind of triggers can I set up for MaintainX and Sage Accounting?

You can set up triggers such as 'New Work Order' in MaintainX that initiates actions like 'Create Invoice' or 'Update Purchase Order' in Sage Accounting. This helps streamline tasks seamlessly between the two platforms.

Are there any specific actions I can automate from Sage Accounting to MaintainX?

Yes, you can automate specific actions such as updating asset information or tracking inventory levels in MaintainX whenever there's a change in stock levels or an asset depreciation entry is updated in Sage Accounting.

Do I need technical expertise to configure the integration with these platforms?

No technical expertise is required to configure the integration. Our platform provides a user-friendly interface where you can simply select predefined triggers and actions that suit your business needs without any coding required.

Can the integration support multi-step workflows?

Yes, our platform supports multi-step workflows allowing you to chain multiple actions together. For example, creating a new vendor in MaintainX might initiate further steps like adding that vendor into Sage Accounting followed by generating purchase orders automatically.

Is there a limit on the number of integrations I can set up between MaintainX and Sage Accounting?

Our platform does not impose strict limits on the number of integrations you can set up between MaintainX and Sage Accounting, allowing flexibility for users to create as many automated workflows as needed.

How do I handle data synchronization issues between the two platforms?

In case of any data synchronization issues, our system logs detailed error messages which help identify problems quickly. Additionally, we provide customer support for resolving complex issues that may arise during synchronization.

Connect MaintainX and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- Conversation
  Required
- Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- due date
- start date
- users
- teams
- procedure template
- location
- asset
- categories
Action
Write
- Entity Type
  Required
Action
Search
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Product Code or Description
  Required
- Description
- Item_code
- Notes
- Active
Action
Search or write

New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
- work order
  Required
- Choose Existing Categories To Add
  Required
Action
Write
- work order
  Required
- Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- location
Action
Write
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote_number
Action
Search
- Product Code or Description
  Required
Action
Search
- Invoice_number
Action
Search or write
- Product Code or Description
  Required
- Description
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Product Code or Description
  Required
- Description
- Item_code
- Notes
- Active
Action
Search or write

About MaintainX

MaintainX helps you track your reactive maintenance, preventive maintenance, and control the daily operations of your business.

Learn moreLearn moreHelpHelp

Related categories

Task Management

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

HelpHelp

Related categories

Accounting

Connect MaintainX and Sage Accounting to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create new MaintainX work orders from new Sage Accounting sales quotes

Create new MaintainX work orders from new Sage Accounting sales quotes

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about MaintainX + Sage Accounting integrations

Connect MaintainX and Sage Accounting to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Connect MaintainX to Sage Accounting on the world's largest no-code automation platform