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Choose a Trigger

Choose an Action

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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 Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.

You’re connected!

Zapier seamlessly connects Sage Accounting and Webhooks by Zapier, 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 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
Try It
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
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
Catch Raw Hook
Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- URL
  Required
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Trigger
Polling
Try It
- URL
  Required
- Query String Params
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
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
- Pick off a Child Key
Trigger
Instant
Try It
- Method
  Required
- URL
  Required
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
- Return Raw Response
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

For AI agents & developers

Use Sage Accounting and Webhooks by Zapier with AI agents and code

Beyond Zap workflows. Call Sage Accounting and Webhooks by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Sage Accounting and Webhooks by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact Payment
Custom Request

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Sage Accounting and Webhooks by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* sage-accounting / webhook action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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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

Practical ways you can use Sage Accounting and Webhooks by Zapier

Notify custom systems of new sales invoices.

When a new sales invoice is created in Sage Accounting, Zapier sends the data via Webhooks to custom-built dashboards or tools. This removes delays in sharing real-time revenue data, helping business owners make quick decisions.

Business Owner

Try it

Create a webhook trigger for new purchase invoices.

When a new purchase invoice is created in Sage Accounting, Zapier can trigger a webhook that sends the invoice data to a custom endpoint. This allows IT teams to integrate the accounting data with internal systems in real-time.

Try it

Learn how to automate Webhooks by Zapier on the Zapier blog

Make work flow with AI

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

Learn about AI automation

Frequently Asked Questions about Sage Accounting + Webhooks by Zapier integrations

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

What is the basic process for integrating Sage Accounting with Webhooks by Zapier?

The integration allows you to use triggers from your Sage Accounting activities—such as a new invoice creation or customer addition—and connect them to actions in other applications via Webhooks. This enables automated workflows that save time and reduce manual effort.

How do triggers work in the Sage Accounting and Webhooks by Zapier integration?

Triggers in this integration are specific events occurring within Sage Accounting, like when an invoice is paid or a new contact is added. These triggers initiate Webhooks, which then communicate these events to your chosen applications, executing predefined actions accordingly.

Are there specific actions available when using Webhooks with Sage Accounting?

Yes, using Webhooks allows custom HTTP requests. You can perform actions such as updating record entries or sending data from Sage Accounting to compatible third-party apps for further processing, ensuring smooth data flow and operational efficiency.

Can I customize the data sent through a webhook from Sage Accounting?

Our system enables customization of data transmitted through webhooks. You can select specific fields or modify payload structures for each trigger event, ensuring the receiving applications get precisely formatted data needed for subsequent actions.

What should I verify if my webhook isn’t triggering correctly with Sage Accounting?

Ensure that the trigger event is set up properly in Sage Accounting and matches your webhook configuration in Zapier. Double-check your webhook URL and authentication settings, and review any error messages provided within our platform for troubleshooting guidance.

Is historical data accessible through this integration?

While real-time triggers activate webhooks for current events only, historical data isn’t automatically sent through webhooks. You'll need to manually retrieve past records from Sage Accounting if required outside live monitoring contexts.

Does using webhooks with Sage affect API rate limits?

Utilizing webhooks minimizes direct API calls since they run on triggered events rather than continuous querying. This efficient approach helps maintain API usage within limits while ensuring timely data updates across your connected platforms.

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 Webhooks by Zapier

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

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