Kommo + Sage Accounting
Create new Sage Accounting customers from Kommo contacts effortlessly
Effortlessly manage your customer base by connecting Kommo with Sage Accounting. With this workflow, whenever a new contact is created in Kommo, a new customer will be added to your Sage Accounting platform. Save time and keep your records up-to-date by streamlining the customer management process.
Effortlessly manage your customer base by connecting Kommo with Sage Accounting. With this workflow, whenever a new contact is created in Kommo, a new customer will be added to your Sage Accounting platform. Save time and keep your records up-to-date by streamlining the customer management process.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreates a new customer.
ActionWriteCreate a new record or update an existing record in your app.
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New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Status Changed
Triggers when lead status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Updates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Updates a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead With Contact
Creates a new lead with contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Which Data Do You Want to Link?
The Data ID You Want to Link
What Do You Want to Link It To?
The Data ID You Want to Link To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates a note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text of Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appID of Entity ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeadline
Element ID
Element Type
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element 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 foundElement TypeRequired
Element ID
Text
Creation Data
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 Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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.Payment Reference
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.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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
Reference
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 Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Responsible User Changed
Triggers when lead responsible user is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Creates a new lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead
Updates a lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text
Creation Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text of Task
Deadline
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appElement TypeRequired
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element 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 foundQuery
Element 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 foundDeadline
Element ID
Element Type
Text of Task
Deadline
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 ZapPollingZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier 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 ZapPollingZapier checks for new data every 15 min on the Free planPayment 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.Create 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
Reference
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.Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice 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
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