Create integrations between Worksuite and Sage Accounting to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Worksuite 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.
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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 Payment
Triggers when a new payment is created in Shortlist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created within any project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Update
Triggers when any task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job opening IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Payment
Updates existing payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project nameRequired
Project description
Project external ID
Project currency
Project budget
Project start date
Project end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment IDRequired
Payment StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner ID
Partner external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Search Params Hint
Task ID
Task external ID
Partner ID
ActionThis is an event a Zap performs.SearchFind existing data in your appJob opening ID
Job opening external ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPayment ID
Payment external ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject ID
Project external ID
Project nameRequired
Project description
Project currency
Project budget
Project start date
Project end date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCreate Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Notes
Credit Limit
Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Invoice Number Prefix
Invoice Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Quote Number Prefix
Quote Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your appBusiness Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appService Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
Contact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBusiness Name or Reference to search for the Contact GUIDRequired
Business NameRequired
Notes
Credit Limit
Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInvoice Number or ReferenceRequired
DateRequired
Invoice Number Prefix
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundService Code or DescriptionRequired
DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Partner
Triggers when a new partner is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Update
Triggers when any partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Job Opening
Creates new job opening in Shortlist.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Partner
Creates new partner in Shortlist.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Payment
Creates new payment in Shortlist.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Task nameRequired
Task description
Task status
Task external ID
Managers' e-mails
Partner's e-mail
Partner's ID
Partner's external ID
Skills
Start date
End date
Type of fee
Budget total
Rate per unit
Number of units worked
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Task
Updates existing task.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job opening ID
Job opening external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment ID
Payment external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appProject ID
Project external ID
ActionThis is an event a Zap performs.SearchFind existing data in your appPartner ID
Partner external ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject IDRequired
Search Params Hint
Task ID
Task external ID
Partner's ID
Task nameRequired
Task description
Task status
Managers' e-mails
Partner's e-mail
Partner's external ID
Skills
Start date
End date
Type of fee
Budget total
Rate per unit
Number of units worked
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Invoice Number Prefix
Invoice Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct Code or DescriptionRequired
DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found