Sage Sales Management + Shopify + Filter by Zapier

Sage Sales Management + Shopify integrations

Create ForceManager accounts for new Shopify customers

Effortlessly maintain the accuracy of your sales pipeline by linking Shopify and ForceManager CRM. Through this automation, whenever a new customer is added in Shopify, an account is automatically generated in ForceManager CRM. This guarantees that your CRM remains up-to-date, allowing your team to concentrate on nurturing relationships and finalizing deals. Save time, ensure data accuracy, and streamline your customer management process with this straightforward yet potent workflow.

When this happens...
TriggerPolling
automatically do this...
Find AccountFinds an account by name, email or phone number.
ActionSearch
then do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create AccountCreates a new account.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Shopify, Sage Sales Management, and more

New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Polling
Try It
- Risk level
Trigger
Polling
Try It
New Cancelled Order
Triggers whenever an order is cancelled (with line item support).
Trigger
Instant
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Instant
Try It
Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It

New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
New Refund
Triggers when a refund or partial refund occurs (with order details).
Trigger
Instant
Try It

New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Instant
Try It
Updated Draft Order
Triggers when a draft order is updated.
Trigger
Instant
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- Order ID
  Required
- Type of Line Item to Add
  Required
- Reason for Edit
- Notify the Customer?
Action
Write
- Blog
  Required
- Title
  Required
- Author Name
  Required
- Content
  Required
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Company
  Required
- Location Name
  Required
- External ID
- Locale
- Phone
- Note
- Tax Registration ID
- Billing same as shipping address?
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping City
- Shipping Country Code
- Shipping First Name
- Shipping Last Name
- Shipping Phone
- Shipping Recipient
- Shipping ZIP Code
- Shipping Zone Code
Action
Write
- First Name
- Last Name
- Email Address
  Required
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Write
- Order ID
  Required
- Fulfillment Order ID
  Required
- Notify customer
- Address line 1
- Address line 2
- City
- Country code
- Province code
- Zip code
- Tracking company
- Tracking number
- Tracking URL
Action
Write
- Initial Value
  Required
- Code
- Customer ID
- Expiry Date
- Note
- Template Suffix
Action
Write
- Order
  Required
Action
Write
- Title
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Customer
  Required
- Tags
  Required
Action
Write
- Inventory Item
  Required
- Unit Cost
- Track Inventory
- SKU
- Requires Shipping
- Country of Origin
- Province/State of Origin
Action
Write
- Product
  Required
- Product Variant
  Required
- Price
- Compare at Price
- SKU
- Barcode
- Is taxable?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Query - Name
- Query - Confirmation Number
- Query - Email
- Query - Customer ID
- Query - Location ID
- Query - SKU
- Query - Order ID
- Sort Key
- Reverse results
- Raw query
Action
Search
- Order ID
  Required
Action
Search
- Order_id
  Required
Action
Search
- Ids
  Required
Action
Search
- Product Variant Titles
  Required
Action
Search
- Product
  Required
- Product Variant Title
  Required
Action
Search
- Copy
- Product Title or Handle
  Required
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Collection ID
- Handle
- Note
- First Product Option
- Values for First Product Option
- Second Product Option
- Values for Second Product Option
- Third Product Option
- Values for Third Product Option
- Category
- Alt Text
- Media Content Type
- Original Source
Action
Search or write
Sales Order Updated
Triggers when a sales order is updated.
Trigger
Instant
Try It
Calendar Item Updated
Triggers when a calendar item is updated.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- List
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Account ID
  Required
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Task or Event
  Required
- Contact
  Required
- Subject
  Required
- Owner
  Required
- Start Date
  Required
- End Date
  Required
- Start Hour
  Required
- End Hour
  Required
- Branch
  Required
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- Contact
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address Line 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Calendar Item ID
  Required
- Task or Event
- Contact
- Subject
- Owner
- Start Date
- End Date
- Start Hour
- End Hour
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Activity Type
- Completed
Action
Write
- Opportunity ID
- Reference
- Owner
- Sales Probability
- Branch
- Status
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- List
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Help
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- List
  Required
- Field Name
  Required
- Field Value
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Email or Phone
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- External ID
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Only continue if...
  Required
Action
Filter

- Blog
  Required
- Blog Entry Status
Trigger
Polling
Try It
- Abandoned cart age (hours)
  Required
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Draft Order
Triggers when a new draft order is created.
Trigger
Instant
Try It
New Fulfilled Order
Triggers when an order is fulfilled (with line item support).
Trigger
Instant
Try It
New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a product is created.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
- Inventory Item
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated, ordered or when a variant is added, removed, or updated.
Trigger
Instant
Try It
- Customer
  Required
- Tags
  Required
- Overwrite existing tags?
Action
Write
- Order
  Required
- Parent Transaction
  Required
- Amount
- Currency
Action
Write
- Name
  Required
- ExternalId
- A note about the company
- Company_contact
- Contact Email
- Contact First Name
- Contact Last Name
- Contact Phone
- Contact Title
- Contact_locale
- Location
- Billing same as shipping address?
- Company_shippingAddress
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Country Code
- Shipping_firstName
- Shipping_lastName
- Shipping Address Phone
- Shipping Address Recipient
- Shipping Address Zip
- Shipping Address Zone Code
- Location External ID
- Location_locale
- Location_name
- Location_note
- Location_phone
- TaxRegistrationId
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
  Required
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Title
- Discount - Description
- Custom Attributes
- Tags
- ShippingAddressInstructions
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Shipping Address - Country
- BillingAddressInstructions
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
- Billing Address - Country
Action
Write
- Product ID
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
Action
Write
- Adjust or Set quantity?
  Required
- The name of quantities to be changed
  Required
- The reason for the quantity changes
  Required
- Location
  Required
- Product
- Product Variant
  Required
- Quantity to Set or Adjust
Action
Write
- Email
- Product
- Product variant
- SKU
- Product quantity
- Product title
- Product price
- Currency
- Weight in grams
- Requires shipping
- Price
- Currency
- Rate
- Title
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Discount - Currency
- Additional details
- Tags
- Buyer accepts marketing?
- Shipping_address_instructions
- Shipping address - First name
- Shipping address - Last name
- Shipping address - Company
- Shipping address - Phone
- Shipping address - Address
- Shipping address - Address con't
- Shipping address - City
- Shipping address - Country
- Shipping address - Country code
- Shipping address - State/Province/Region
- Shipping address - State/Province/Region code
- Shipping address - Postal/Zip code
- Billing_address_instructions
- Billing address - First name
- Billing address - Last name
- Billing address - Company
- Billing address - Phone
- Billing address - Address
- Billing address - Address con't
- Billing address - City
- Billing address - Country
- Billing address - Country code
- Billing address - State/Province/Region
- Billing address - State/Province/Region code
- Billing address - Postal/Zip code
- Send_receipt
- Send_fulfillment_receipt
- Inventory behaviour
- Financial status
- Fulfillment status
- Code
- Title
- Price
- Currency
- Source
- Source name
Action
Write
- Product ID
  Required
- Channel ID
  Required
- Publish Date
Action
Write
- Customer
  Required
- First Name
- Last Name
- Email Address
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send Account Invite Email
Action
Write
- Order ID
  Required
- Email
- Notes
- Remove Customer from Order
- Tags
- Additional Details
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - Company
- Shipping Address - Country
- Shipping Address - First Name
- Shipping Address - Last Name
- Shipping Address - Latitude
- Shipping Address - Longitude
- Shipping Address - Phone
- Shipping Address - Province
- Shipping Address - Province Code
- Shipping Address - ZIP
Action
Write
- Product ID
  Required
- Title
- Product_type
- Vendor
- Product Status
- Product Description
- Tags
- Category
- Collections to Join
- Collections to Leave
- Handle
- Redirect Handle?
- Alt Text
- Media Content Type
- Original Source
Action
Write
- Search Query
- Email
Action
Search
- Order ID
  Required
- Include Closed Fulfillment Orders
Action
Search
- Resource
  Required
- Resource ID
  Required
Action
Search
- Product Titles
  Required
Action
Search
- Copy
- Product Title or Handle
  Required
Action
Search
- Product Variant SKU
  Required
Action
Search
- Search Query
- Email Address
  Required
- First Name
- Last Name
- Customer Phone
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Country Code
- Zip Code
- Address Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Tax Exemptions
- Send E-Mail Invite
Action
Search or write
- Product ID
  Required
- Product Variant Title
  Required
- Add New Image - File
- Add New Image - Alt Text
- Choose Existing Image
- Price
- Compare-at Price
- Charge Tax On This Variant?
- Cost Per Item
- SKU (Stock Keeping Unit)
- Barcode (ISBN, UPC, GTIN, etc.)
- Track Quantity?
- Continue Selling When Out of Stock?
- This Is a Physical Product
- Weight
- Weight Unit
- Country/Region of Origin
- Harmonized System (HS) code
- Position
- Requires Components
Action
Search or write
Activity Updated
Triggers when an activity is updated.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Calendar Item
Triggers when a new calendar item is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Status
  Required
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- Owner
- Total
- Year
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
  Required
- Type
  Required
- Owner
  Required
- Date
  Required
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read-only
- External ID
Action
Write
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
- Name
- Branch
- Owners
- Type
- Segment
- Status
- Account Value Added Tax identification number
- Public
- Read-only Account
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Activity ID
  Required
- Account
- Type
- Owner
- Date
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
Action
Write
- List
  Required
- Entity ID
  Required
- Description in Spanish
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Sales Order ID
  Required
- Status
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- SalesRepId
- Total
- Year
Action
Write
- User ID
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Name, Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Opportunity Name
  Required
Action
Search
- Opportunity External Id
  Required
Action
Search
- Name, Email or Phone
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- External ID
  Required
- Name
  Required
- Branch
  Required
- Owners
  Required
- Type
- Segment
- Status
- Vat Number
- Public
- Read Only
- Comments
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- First Name
  Required
- Last Name
  Required
- Account
  Required
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email Address
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone Number 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Opportunity External Id
  Required
- Reference
  Required
- Owner
  Required
- Sales Probability
  Required
- Branch
  Required
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write

About Sage Sales Management

Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

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