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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 "Upload Media" in WordPress.

You’re connected!

Zapier seamlessly connects Sage Accounting and WordPress, 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
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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
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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
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
- 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
- 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
- Status
Trigger
Polling
Try It
- Post_status
- Post_type
Trigger
Polling
Try It
Updated User
Triggers when a user is updated.
Trigger
Instant
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- File
  Required
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt_text
- Comment_status
- Ping_status
Action
Write
- Post_type
  Required
Action
Write
- User ID
  Required
- Email
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- Title
  Required
Action
Search
- Copy_search_keyword
- Search Keyword
  Required
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or 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
- 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
- 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
- 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
New Media
Triggers when a new media is uploaded.
Trigger
Polling
Try It
- Post_types
- Post_statuses
- Trigger only when state changes?
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Post_type
  Required
Action
Write
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_search_keyword
- Search Keyword
  Required
Action
Search

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Connect Sage Accounting and WordPress 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.

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.

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.

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.

Learn how to automate WordPress on the Zapier blog

Make work flow with AI

Level up your Sage Accounting to WordPress 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 + WordPress 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 WordPress

How do I connect Sage Accounting with WordPress?

To integrate Sage Accounting with WordPress, you will typically use a third-party automation tool like us. This setup usually involves creating triggers in WordPress that initiate actions in Sage and vice versa. Common triggers include a new user registration or an e-commerce sale on your WordPress site, which can be set to perform corresponding actions in Sage.

What are common triggers when integrating Sage with WordPress?

Typical triggers involve events like new customer registrations, product purchases, or form submissions on your WordPress site. These can trigger actions such as creating a new invoice or customer profile in Sage Accounting.

Can I automate the creation of invoices in Sage based on e-commerce activity in WordPress?

Yes, you can automate invoice creation by setting a trigger for completed sales transactions on your WooCommerce store within WordPress. This would automatically generate an invoice within Sage Accounting without manual intervention.

Are there pre-built templates for this integration?

We offer several templates that cater to popular scenarios between Sage and WordPress. These templates provide ready-made workflows that can handle tasks like syncing customer data or automating billing processes, using predefined triggers and actions.

What data can be synced between Sage Accounting and WordPress?

You can synchronize various types of data such as customer information, order details, and inventory levels. The integration ensures that changes in one platform reflect promptly in the other based on defined triggers.

Can I customize the workflow for my specific needs?

Absolutely, workflows between WordPress and Sage Accounting are customizable. You can choose specific triggers that suit your business operations and define the exact actions they should prompt within both platforms.

Do I need coding skills to set up this integration?

No coding is required. Our interface allows you to link both platforms using a straightforward process where you select from predefined triggers and actions to create your desired workflow.

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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About WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".