Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate TeamUp with Sage Accounting - no code necessary. See how you can get setup in minutes.
100%
Help
TeamUp
TeamUp
1. Choose trigger event
Sage Accounting
Sage Accounting
2. Choose action
1. Select the event
Setup
Test
TeamUp
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Class Attendee Checked Off" from TeamUp.
Add your action
An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.
You’re connected!
Zapier seamlessly connects TeamUp and Sage Accounting, 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.
Class Attendee Checked Off
Triggers when a class attendee is marked as attended.
Triggers when a pack customer membership is complete, which is when the last usage has been used. This triggers as soon as the customer books into the class.
Triggers when a customer membership for a recurring or prepaid plan ends due to the expiration date being reached. For packs, this triggers on the pack's expiration date or the date of the last class booked using the pack, whichever comes first.
Triggers when a customer membership is cancelled. In other words, this is when a user clicks the "cancel" button for a recurring membership. The Customer Membership Ended trigger will be sent when the expiration date is reached.
Triggers when a customer membership is created, which can be done via the business dashboard or when a customer purchases a membership. This includes upgrades, downgrades, and renewals.
Triggers when a referral is created. Meaning, when one customer signs up using another customer's referral code or the business manually marked a customer as being referred by a different customer.
Create a new record or update an existing record in your app.
Payment Reference
Payment Date
Required
Total Payment Amount
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Business Name
Required
Notes
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Required
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Sales Quote
Creates a new sales Quote.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Required
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Date
Invoice_number_prefix
Invoice_number
Reference
Notes
Terms_and_conditions
Sent
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Description
Item_code
Notes
Active
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Business Name
Required
Reference
Notes
Credit Limit
Credit Term Days
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Invoice Reference
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product Code or Description
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Quote Number or Reference
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data 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
Contact Name
Required
Contact Reference
Required
Payment Reference
Required
Payment Date
Required
Total Payment Amount
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Business Name or Reference to search for the Contact GUID
Required
Business Name
Required
Reference
Notes
Credit Limit
Credit Term Days
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Invoice Number or Reference
Required
Date
Required
Invoice_number_prefix
Reference
Notes
Terms_and_conditions
Sent
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Service Code or Description
Required
Description
Required
Item_code
Notes
Active
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Business Name or Reference to search for the Contact GUID
Required
Business Name
Required
Reference
Notes
Credit Limit
Credit Term Days
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use TeamUp and Sage Accounting with AI agents and code
Beyond Zap workflows. Call TeamUp and Sage Accounting 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 TeamUp and Sage Accounting actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Contact Payment
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect TeamUp 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.
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.
Make work flow with AI
Level up your TeamUp to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.