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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 "Create Brand" from COR.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects COR and Sage Accounting, 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.

Create Brand
Triggers when a new Brand is created.
Trigger
Instant
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Create Hour
Triggers when a new Hour is created.
Trigger
Instant
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Create Product
Triggers when a new Product is created.
Trigger
Instant
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Create Task
Triggers when a new Task is created.
Trigger
Instant
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Delete Brand
Triggers when a new Brand is deleted.
Trigger
Instant
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Delete Hour
Triggers when a new Hour is deleted.
Trigger
Instant
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Delete Project
Triggers when a new Project is deleted.
Trigger
Instant
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Update Client
Triggers when a new Client is updated.
Trigger
Instant
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Update Task
Triggers when a new Task is updated.
Trigger
Instant
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- Source
- Id
- Client Name
  Required
- Business Name
- Contact name
- Contact Last Name
- Contact Email
- Website
- Description
- Phone
- Status
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Start
  Required
- Stop
  Required
- TaskID
  Required
- UserID
  Required
Action
Write
- Source
- Id
- Project Name
  Required
- Client ID
  Required
- Description/Brief
- Deadline
- Estimated Time
- Project Template
- Brand ID
- Product ID
- Work Order
- Fee Id
- Quotation
- Labels
Action
Write
- Title
  Required
- Project ID
  Required
- Description
- Priority
- Deadline
- Collaborators
- Estimated
- Datetime
- Labels
Action
Write
- Hour ID
  Required
Action
Write
- Source
- Client Id
  Required
- Client Name
- Business Name
- Contact name
- Contact Last Name
- Contact Email
- Website
- Description
- Phone
Action
Write
- Expense External ID
  Required
- Date
- Expense Number
- Total
- Currency
- Item Client External ID
- Item Client Name
- Item Number
- Item Amount
- Item Description
- Item Tax Percent
- Vendor
- External Tax Code
Action
Write
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
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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

Create Client
Triggers when a new Client is created.
Trigger
Instant
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Create Invoice
Triggers when a new Invoice is created.
Trigger
Instant
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Create Project
Triggers when a new Project is created.
Trigger
Instant
Try It
Create User
Triggers when a new User is created.
Trigger
Instant
Try It
Delete Client
Triggers when a new Client is deleted.
Trigger
Instant
Try It
Delete Product
Triggers when a new Product is deleted.
Trigger
Instant
Try It
Delete User
Triggers when a new User is deleted.
Trigger
Instant
Try It
Update Project
Triggers when a new Project is updated.
Trigger
Instant
Try It
Update User
Triggers when a new User is updated.
Trigger
Instant
Try It
- Name
  Required
- Client ID
  Required
- Description
- Work Order
- Frequency
  Required
- Estimate
  Required
- Status
  Required
- Estimated Time
- Start
  Required
- End
- Currency ID
Action
Write
- Source
  Required
- Invoice External ID
  Required
- Client External ID
  Required
- Date
  Required
- Invoice Number
- Total
  Required
- Currency
  Required
- Item Number
- Item Amount
- Item Description
- Item Tax Percent
- Vendor
- External Tax Code
Action
Write
- Invoice External ID
  Required
- Client External ID
  Required
- Date
  Required
- Invoice Number
- Total
  Required
- Currency
  Required
- Item Number
  Required
- Item Amount
  Required
- Item Description
- Item Tax Percent
- Vendor
- External Tax Code
Action
Write
- Source
- Client Id
  Required
Action
Write
- Project ID
  Required
- Source
Action
Write
- Source
- Project ID
  Required
- Project Name
- Client ID
- Description/Brief
- Deadline
- Estimated Time
- Project Template
- Brand ID
- Product ID
- Work Order
- Fee Id
- Quotation
- Labels
Action
Write
- Task ID
  Required
- Title
- Project ID
- Description
- Priority
- Deadline
- Labels
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
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
- 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

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

Learn about AI automation

About COR

COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to predict profitability, reduce work overload and improve client engagements.

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Related categories

Project Management

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.