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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "Create Contact" in Zoho Inventory.

You’re connected!

Zapier seamlessly connects Sage Accounting and Zoho Inventory, 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.

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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- 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
- 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
- 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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Contact Name
  Required
- Company Name
- Contact Type
- Salutation
- First Name
- Last Name
- Mobile
- Phone
- Email
- Website
- Billing Attention
- Billing Address Street 1
- Billing Address Street 2
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Billing Fax
- Billing Phone
- Shipping Attention
- Shipping Address Street 1
- Shipping Address Street 2
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Shipping Fax
- Shipping Phone
- Notes
Action
Write
- Organization
  Required
- Item Name
  Required
- Sku
  Required
- Unit
  Required
- Item Type
- Product Type
- Rate
  Required
- Purchase Rate
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
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
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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 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
- 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
- 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
- Organization
Trigger
Instant
Try It
- Organization
Trigger
Instant
Try It
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Invoice Number
- Order Number
- Invoice Date
- Due Date
- Payment Terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- Entity Discount
- Shipping Charge
- Customer Notes
- Terms and Conditions
Action
Write
- Organization
- Customer Name
  Required
- Contact Email
  Required
- Sales order Number
- Reference Number
- Sales order Date
- Delivery Method
- Expected Shipment Date
- Payment terms
- Tax Type
- Discount Type
- Item Name
  Required
- Quantity
  Required
- Rate
  Required
- Description
- Tax Rate
- Discount
- warehouse
- Entity Discount
- Shipping Charges
- Order Status
  Required
- Customer Notes
- Terms and Conditions
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Sage Accounting and Zoho Inventory 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 Sage Accounting to Zoho Inventory integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Sage Accounting + Zoho Inventory integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Accounting and Zoho Inventory

Can I automatically update my inventory levels in Zoho Inventory when an invoice is created in Sage Accounting?

Yes, when you create an invoice in Sage Accounting, you can set up a trigger to automatically update the inventory levels in Zoho Inventory.

Is it possible to synchronize customer data between Sage Accounting and Zoho Inventory?

Absolutely, you can use triggers and actions to ensure that customer records are synchronized. For instance, when a new customer is added in Sage Accounting, it can automatically be created in Zoho Inventory as well.

How do I ensure that sales orders from Zoho Inventory appear in Sage Accounting?

You can set up an action such that every time a sales order is created or updated in Zoho Inventory, it will automatically be reflected in your Sage Accounting system.

Can I automate the updating of product details from Zoho Inventory back to Sage Accounting?

Yes, whenever there are changes to product details such as descriptions or pricing in Zoho Inventory, those changes can be pushed back to Sage Accounting through an automated workflow.

What happens if a product is out-of-stock; can this sync back to my accounting software?

If a product goes out-of-stock in Zoho Inventory, we can configure it so that this status change is reflected back into your Sage Accounting system to maintain consistency.

Is there support for handling tax compliance between the two systems?

Yes, you can configure tax rates and compliance settings. These configurations in one platform may be automatically reflected onto the other through specific integrations.

How quickly do changes sync between Sage Accounting and Zoho Inventory after setting up automation?

Changes are synced almost immediately once the triggers and actions are properly configured unless specified otherwise. However, some complex synchronizations might take slightly longer.

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.

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Related categories

Accounting

About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.