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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 Account" from Rolldog.

Add your action

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

You’re connected!

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

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.

New Account
Triggers when a new account is created in Rolldog
Trigger
Instant
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New Contact
Triggers when a new contact is created in Rolldog
Trigger
Instant
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New Lead
Triggers when a new lead is created in Rolldog
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created in Rolldog
Trigger
Instant
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New Project
Triggers when a new project is created
Trigger
Instant
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New Service Ticket
Triggers when a new service ticket is created
Trigger
Instant
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Updated Account
Triggers when an account is updated
Trigger
Instant
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Updated Individual Account
Triggers when an individual account is updated
Trigger
Instant
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- Account ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
  Required
Action
Write
- Lead ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
  Required
Action
Write
- Project ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
  Required
- Time
- Cost
Action
Write
- Account id
  Required
- Name
  Required
- Email
- Work Phone
- Work Phone Extension
- Mobile Phone
- Linkedin
Action
Write
- Account ID
  Required
- Summary
  Required
- Description
- Resolution Notes
- Priority
- Service Ticket Status
- Service Ticket Type
  Required
- External ID
Action
Write
- Id
  Required
- Lead Name
- Company Name
- Email
- Title
- Work Phone
- Work Phone Extension
- Mobile Phone
- Website
- Linkedin
- Lead Background
- Address Line One
- Address Line Two
- Address City
- Address State/Prov.
- Address Country
- Address Zip/Postal Code
- Lead Source
Action
Write
- Account Name
  Required
Action
Search
- Lead Name
  Required
Action
Search
- Project Name
  Required
Action
Search
- Account Name
  Required
- Account Name
  Required
- Account Type
  Required
- Industry
- Phone
- Email
- Website
- Account Background
- Address 1 Line One
- Address 1 Line Two
- Address 1 City
- Address 1 State/Prov.
- Address 1 Country
- Address 1 Zip/Postal Code
- Address 2 Line One
- Address 2 Line Two
- Address 2 City
- Address 2 State/Prov.
- Address 2 Country
- Address 2 Zip/Postal Code
- Contact Name
Action
Search or write
- Name
  Required
- Company Name
- Lead Type
  Required
- Lead Source
- Email
- Title
- Work Phone
- Work Phone Extension
- Mobile Phone
- Website
- Linkedin
- Industry
- Lead Background
- Address Line One
- Address Line Two
- Address City
- Address State/Prov.
- Address Country
- Address Zip/Postal Code
Action
Search or write
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
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New Service
Triggers when a new service is created.
Trigger
Polling
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Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
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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
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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

New Account Activity
Triggers when a new account activity is created
Trigger
Instant
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New Individual Account
Triggers when a new individual account is created
Trigger
Instant
Try It
New Lead Activity
Triggers when a new lead activity is created
Trigger
Instant
Try It
New Opportunity Activity
Triggers when a new opportunity activity is created
Trigger
Instant
Try It
New Project Activity
Triggers when a new project activity is created
Trigger
Instant
Try It
New Service Ticket Activity
Triggers when a new service ticket activity is created
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated
Trigger
Instant
Try It
Updated Lead
Triggers when a lead is updated
Trigger
Instant
Try It
- Contact ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
Action
Write
- Opportunity ID
  Required
- Action(s)
  Required
- Date
  Required
- Notes
- Activity Type
  Required
Action
Write
- Account Name
  Required
- Account Type
  Required
- Industry
- Phone
- Email
- Website
- Account Background
- Address 1 Line One
- Address 1 Line Two
- Address 1 City
- Address 1 State/Prov.
- Address 1 Country
- Address 1 Zip/Postal Code
- Address 2 Line One
- Address 2 Line Two
- Address 2 City
- Address 2 State/Prov.
- Address 2 Country
- Address 2 Zip/Postal Code
- Contact Name
Action
Write
- Name
  Required
- Company Name
- Lead Type
  Required
- Lead Source
- Email
- Title
- Work Phone
- Work Phone Extension
- Mobile Phone
- Website
- Linkedin
- Industry
- Lead Background
- Address Line One
- Address Line Two
- Address City
- Address State/Prov.
- Address Country
- Address Zip/Postal Code
Action
Write
- Id
  Required
- Account Name
- Phone
- Email
- Website
- Account Background
- Address 1 Line One
- Address 1 Line Two
- Address 1 City
- Address 1 State/Prov.
- Address 1 Country
- Address 1 Zip/Postal Code
- Address 2 Line One
- Address 2 Line Two
- Address 2 City
- Address 2 State/Prov.
- Address 2 Country
- Address 2 Zip/Postal Code
Action
Write
- ID
  Required
- External ID
- External URL
- Summary
- Description
- Resolution Notes
- Priority
- Service Ticket Status ID
- External Assignee
Action
Write
- Contact Name
  Required
Action
Search
- Opportunity Name
  Required
Action
Search
- External ID
  Required
Action
Search
- Name
  Required
- Account id
  Required
- Email
- Work Phone
- Work Phone Extension
- Mobile Phone
- Linkedin
Action
Search or 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
New Customer
Triggers when a new customer is created.
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
  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

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Connect Rolldog 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.

Automate your lead management and improve conversions

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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.

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.

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.

Make work flow with AI

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

Learn about AI automation

About Rolldog

Rolldog is a CRM designed to manage your business relationships, increase revenue and boost sales effectiveness.

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CRM (Customer Relationship Management)

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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.