Sage Accounting + SysAid

Sage Accounting + SysAid integrations

Create service records in SysAid when new services are added to Sage Accounting

To better align and keep up with your business, set up this integration. Once active, this Zap automatically creates a service record in SysAid to support each new service that's added to Sage.

When this happens...
New ServiceTriggers when a new service is created.
TriggerPolling
automatically do this!
Create Service RecordCreate a new Service Record
ActionWrite

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More things you can do with Sage Accounting and SysAid

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

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
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
- User Defined Name
  Required
- Service Record Type
- Title
- Description
- Category
- Status
- Request user
- Assigned to
- Admin group
- Company
- Email Account
- Impact
- Location
- Main CI
- Priority
- Responsible Admin
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Sub Type
- Urgency
- Weight
Trigger
Instant
Try It
- User Defined Name
  Required
- Service Record Type
  Required
- Request user
- Title
  Required
- Description
  Required
- Admin group
- Assigned to
- Classification
- Closure Information
- Followup Actual Date
- Followup Planned Date
- Followup Text
- Followup User
- Impact
- Location
- Main CI
- Priority
- Resolution
- Responsible Admin
- Solution
- SR Custom Date 1
- SR Custom Date 2
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Success Rating
- Urgency
- Weight
- Workaround
Action
Write

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
- User Defined Name
  Required
- Service Record Type
- Title
- Description
- Category
- Status
- Request user
- Assigned to
- Admin group
- Company
- Email Account
- Impact
- Location
- Main CI
- Priority
- Responsible Admin
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Sub Type
- Urgency
- Weight
Trigger
Instant
Try It
- User Defined Name
  Required
- # (SR ID)
  Required
- Urgency
- Priority
- Impact
- Title
- Description
- Admin group
- Assigned to
- Classification
- Closure Information
- Followup Actual Date
- Followup Planned Date
- Followup Text
- Followup User
- Location
- Main CI
- Resolution
- Responsible Admin
- Solution
- SR Custom Date 1
- SR Custom Date 2
- SR Custom Int 1
- SR Custom Int 2
- SR Custom List 1
- SR Custom List 2
- SR Custom Text 1
- SR Custom Text 2
- Success Rating
- Weight
- Workaround
Action
Write

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.

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Related categories

Accounting

About SysAid

SysAid is a service automation company delivering software for organizations that want to get more done.

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Related categories

Customer Support