Sage Accounting + Zoho CRM

Update Zoho CRM module entries with updated customers from Sage Accounting

Easily keep your Zoho CRM updated with this Sage Accounting to Zoho CRM workflow. Whenever a customer's details are updated in Sage Accounting, this automation promptly updates or creates a new entry in your Zoho CRM. This prevents duplicate work, ensures accuracy, and helps save time for your sales team for more customer-centric tasks.

When this happens...
Updated Contact
Triggers when an existing contact is updated.
TriggerPolling
automatically do this!
Create/Update Module Entry
Create or update module entries
ActionWrite

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Supported triggers and actions

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
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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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- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Business NameRequired
- Notes
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- DescriptionRequired
- 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 errorRequired
- HTTP MethodRequired
- URLRequired
- 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 GUIDRequired
Action
Search
- Invoice Number or ReferenceRequired
Action
Search
- Service Code or DescriptionRequired
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 NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Search or write
- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or ReferenceRequired
- DateRequired
- Invoice Number Prefix
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Search or write
- Service Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
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 ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- DateRequired
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
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 IDRequired
Action
Search
- Invoice ReferenceRequired
Action
Search
- Product Code or DescriptionRequired
Action
Search
- Quote Number or ReferenceRequired
Action
Search
- NameRequired
Action
Search
- Invoice ReferenceRequired
Action
Search or write
- Product Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Quote Number or ReferenceRequired
Action
Search or write
- NameRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

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.

Related categories

Accounting

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

Similar apps

Related Zap Templates

Create new Sage Accounting customers from new Zoho CRM contacts

Related Zap Templates

Create new Sage Accounting customers from new Zoho CRM contacts

Sage Accounting + Zoho CRM

Update Zoho CRM module entries with updated customers from Sage Accounting

New Contact Payment

New Customer

New Product

New Sales Quote

New Stock Item

Updated Product

Updated Sales Invoice

Updated Service

Create Contact Payment

Create Other Receipt/Money In

Update Contact

Create Product

Create Sales Quote

Create Stock Item

Update Product

Update Sales Invoice

Update Service

API Request (Beta)

Find Contact Payment

Find Contact

Find Sales Invoice

Find Service

Find or Create Create Contact Payment

Find or Create Customer Creation

Find or Create Sales Invoice

Find or Create Service

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New Purchase Invoice

Updated Contact

New Sales Invoice

New Service

Updated Contact Payment

Updated Purchase Invoice

Updated Sales Quote

Updated Stock Item

Create Other Payment/Money Out

Create Purchase Invoice

Create Customer

Create Sales Invoice

Create Service

Update Contact Payment

Update Purchase Invoice

Update Sales Quote

Update Stock Item

Find Ledger Account

Find Purchase Invoice

Find Product

Find Sales Quote

Find Stock Item

Find or Create Create Purchase Invoice

Find or Create Product

Find or Create Create Sales Quote

Find or Create Stock Item

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Sage Accounting

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

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