Connect Sage Accounting and Webhooks by Zapier to unlock the power of automation

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How Zapier works

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

Select a trigger from Sage Accounting

A trigger is an event that starts your Zap and runs the workflow. For example, with Sage Accounting, a trigger could be "New Contact Payment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Sage Accounting to Webhooks by Zapier

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Triggers and actions are the main components of every automated 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 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.

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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.

Connect Sage Accounting and Webhooks by Zapier 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

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.

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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.

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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.

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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.

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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.

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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
Scheduled
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Scheduled
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Scheduled
Try It

Updated Product
Triggers when a product is updated.
Trigger
Scheduled
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It

Updated Service
Triggers when a service is updated.
Trigger
Scheduled
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
  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
  Required
- Item_code
- Notes
- Active
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
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- 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
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- HTTP Method
  Required
- URL
  Required
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new service is created.
Trigger
Scheduled
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Scheduled
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Scheduled
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Scheduled
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Scheduled
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
- 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
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- 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
- 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
  Required
- Item_code
- Notes
- Active
Action
Search or write
- URL
  Required
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Additional Request Headers
Trigger
Scheduled
Try It
- Key
Trigger
Instant
Try It
- URL
  Required
- Data
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write
- URL
  Required
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Additional Request Headers
Action
Write

Learn how to automate Sage Accounting on the Zapier blog

Learn how to automate Webhooks by Zapier on the Zapier blog

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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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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