MaintainX + Sage Accounting

MaintainX + Sage Accounting integrations

Create new MaintainX work orders from new Sage Accounting sales quotes

Ease the process of managing your sales and work orders with this seamless workflow. When a new sales quote is created in Sage Accounting, a corresponding work order will be generated in MaintainX. This not only saves significant time but also eliminates the need for manual data entry, ensuring accuracy and efficiency for your business operations.

When this happens...
New Sales QuoteTriggers when a new sales Quote is created.
TriggerPolling
automatically do this!
Create Work OrderCreates a new Work Order.
ActionWrite

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More things you can do with Sage Accounting and MaintainX

Discover other triggers and actions you can use with Sage Accounting and MaintainX

New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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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
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
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Updated Service
Triggers when a service is updated.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- 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
  Required
- 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
- Quote_number_prefix
- Quote_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
- 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
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Return all Asset Info (serializeEntity)
Trigger
Instant
Try It
- Properties
- Return all Work Order Data (serialize Entity)
- Only return Filtered Properties
Trigger
Instant
Try It
- One of Statuses
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
- Work Order
- Categories
Action
Write
- Name
  Required
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Conversation
  Required
- Message Content
  Required
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Start Date
- User Ids
- Team Ids
- Procedure Template
- Location
- Asset
- Categories
- Work Request ID
Action
Write
- Title
  Required
- Description
- Priority
- Asset
- Location
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
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  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
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- One of Categories
- Show costs on Work Order event
- Show Time entries on Work Order event
Trigger
Instant
Try It
New Work Order
Triggers when a new work order is created.
Trigger
Instant
Try It
New Work Request
Triggers when a New Work Request is created
Trigger
Instant
Try It
- Asset Name
  Required
- Asset Types
- Barcode
- Criticality
- Description
- Location
- Parent Asset
- Manufacturer
- Model
- Serial Number
- Responsible Teams
- Vendors
Action
Write
- Location ID
- Name
- Address
- Description
- Parent Location
- Vendors
- Custom Fields
Action
Write
- Work Order ID
  Required
- Comment Content
Action
Write
- Work Order ID
  Required
- Title
- Asset
- Description
- Categories
- Due Date
- Estimated Time
- Priority
- Procedure Template
- User IDs
- Team IDs
- Vendors
Action
Write
- Location
- Manufacturer
- Model
Action
Search

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