Sage Accounting Integrations

Name: Zapier
Availability: InStock

Put Sage Accounting to work with AI and enterprise-grade automation

Automate smarter with Sage Accounting and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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PandaDoc

Documents

WooCommerce

eCommerce, WordPress

Ticket Tailor

Marketing

DocketManager

Printing

Google Sheets

Google, Spreadsheets

Shopify

eCommerce

Simpro

Project Management

Microsoft Excel

Microsoft, Spreadsheets

FreshBooks

Accounting

PandaDoc

Documents

WooCommerce

eCommerce, WordPress

Ticket Tailor

Marketing

DocketManager

Printing

Google Sheets

Google, Spreadsheets

Shopify

eCommerce

PandaDoc

Documents

WooCommerce

eCommerce, WordPress

Ticket Tailor

Marketing

DocketManager

Printing

Google Sheets

Google, Spreadsheets

Shopify

eCommerce

Simpro

Project Management

Microsoft Excel

Microsoft, Spreadsheets

FreshBooks

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Sage Accounting sales Invoices for new WooCommerce orders
Details
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WooCommerce + Sage Accounting
Add new WooCommerce customers to Sage Accounting
Details
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WooCommerce + Sage Accounting
Update WooCommerce product stock quantities when new Sage Accounting stock items are updated
Details
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Sage Accounting + WooCommerce
Create Sage Accounting customers from new Jobber clients
Details
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Jobber + Sage Accounting
Generate Sage Accounting sales Invoices for newly-paid Shopify orders
Premium
Details
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Shopify + Sage Accounting
Add new Keap Max Classic sales contacts to Sage Accounting
Premium
Details
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Sage Accounting + Keap Max Classic

Create Sage Accounting sales Invoices for new WooCommerce orders

Details

Try it

WooCommerce + Sage Accounting

Add new WooCommerce customers to Sage Accounting

Details

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WooCommerce + Sage Accounting

Update WooCommerce product stock quantities when new Sage Accounting stock items are updated

Details

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Sage Accounting + WooCommerce

Create Sage Accounting customers from new Jobber clients

Details

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Jobber + Sage Accounting

Generate Sage Accounting sales Invoices for newly-paid Shopify orders

Details

Try it

Shopify + Sage Accounting

Add new Keap Max Classic sales contacts to Sage Accounting

Details

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Sage Accounting + Keap Max Classic

Produce Sage Accounting invoices from new Keap Max Classic invoices

Details

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Sage Accounting + Keap Max Classic

Add new Sage Accounting customers as Keap Max Classic contacts

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Sage Accounting + Keap Max Classic

Add new Shopify customers to Sage Accounting

Details

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Shopify + Sage Accounting

Add new Sage Accounting customers to Shopify

Details

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Sage Accounting + Shopify

Create WooCommerce customers from new Sage Accounting customers

Details

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Sage Accounting + WooCommerce

Create sales invoices in Sage Accounts from new spreadsheet rows in Google Sheets

Details

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Google Sheets + Sage Accounting

Produce Sage Accounting invoices from new Keap Max Classic invoices
Premium
Details
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Sage Accounting + Keap Max Classic
Add new Sage Accounting customers as Keap Max Classic contacts
Premium
Details
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Sage Accounting + Keap Max Classic
Add new Shopify customers to Sage Accounting
Premium
Details
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Shopify + Sage Accounting
Add new Sage Accounting customers to Shopify
Premium
Details
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Sage Accounting + Shopify
Create WooCommerce customers from new Sage Accounting customers
Details
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Sage Accounting + WooCommerce
Create sales invoices in Sage Accounts from new spreadsheet rows in Google Sheets
Details
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Google Sheets + Sage Accounting

Sage Accounting integration details

Use Sage Business Cloud Accounting to take the repetitive, manual tasks out of business admin. When events occur in other apps - like new orders created in WooCommerce - Zapier can automatically update Sage Accounting. When a new customer is added you can set up Zapier integrations to send out emails, update your CRM, or perform thousands of other actions within all of the available supported apps.

Connect Sage Accounting to 9,000+ apps

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
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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
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
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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
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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- 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
- 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
- Business Name or Reference to search for the Contact GUID
  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 Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
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New Service
Triggers when a new service is created.
Trigger
Polling
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Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
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Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
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Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
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Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
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- 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
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
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
- 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
- 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

For builders

Let your AI safely access Sage Accounting

Go beyond Zap workflows. Install Zapier in your AI to call Sage Accounting actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Sage Accounting from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Contact Payment
Create Other Payment/Money Out

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Sage Accounting actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Sage Accounting connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "sage-accounting", owner: "me" });

await zapier.runAction({
  app: 'sage-accounting',
  action: 'create_contact_paymentCreate',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Sage Accounting Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Accounting

Sage Accounting Integrations

Put Sage Accounting to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create Sage Accounting sales Invoices for new WooCommerce orders

Add new WooCommerce customers to Sage Accounting

Update WooCommerce product stock quantities when new Sage Accounting stock items are updated

Create Sage Accounting customers from new Jobber clients

Generate Sage Accounting sales Invoices for newly-paid Shopify orders

Add new Keap Max Classic sales contacts to Sage Accounting

Create Sage Accounting sales Invoices for new WooCommerce orders

Add new WooCommerce customers to Sage Accounting

Update WooCommerce product stock quantities when new Sage Accounting stock items are updated

Create Sage Accounting customers from new Jobber clients

Generate Sage Accounting sales Invoices for newly-paid Shopify orders

Add new Keap Max Classic sales contacts to Sage Accounting

Produce Sage Accounting invoices from new Keap Max Classic invoices

Add new Sage Accounting customers as Keap Max Classic contacts

Add new Shopify customers to Sage Accounting

Add new Sage Accounting customers to Shopify

Create WooCommerce customers from new Sage Accounting customers

Create sales invoices in Sage Accounts from new spreadsheet rows in Google Sheets

Produce Sage Accounting invoices from new Keap Max Classic invoices

Add new Sage Accounting customers as Keap Max Classic contacts

Add new Shopify customers to Sage Accounting

Add new Sage Accounting customers to Shopify

Create WooCommerce customers from new Sage Accounting customers

Create sales invoices in Sage Accounts from new spreadsheet rows in Google Sheets

Sage Accounting integration details

Let your AI safely access Sage Accounting

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Sage Accounting Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Sage Accounting Integrations

Popular Sage Accounting Integrations

Connect Your App Accounts to Zapier