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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 "Action Report Created" from InventoryBase.

Add your action

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

You’re connected!

Zapier seamlessly connects InventoryBase 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.

Action Report Created
Triggers when a Action Report is created.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted.
Trigger
Instant
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Inspection Cancelled
Triggers when an inspection is cancelled.
Trigger
Instant
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Inspection Completed
Triggers when an inspection is completed.
Trigger
Instant
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Inspection Created
Triggers when an inspection is created.
Trigger
Instant
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Inspection Updated
Triggers when an inspection is updated.
Trigger
Instant
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Property Deleted
Triggers when a property is deleted.
Trigger
Instant
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PDF Generated
Triggers when a PDF is generated.
Trigger
Instant
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Typist Unassigned
Triggers when a typist is unassigned from an inspection.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Property ID
  Required
- Inspection Type
  Required
- Conduct Date
  Required
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
- Self Service Name
- Self Service Email
Action
Write
- Inspection ID
  Required
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Clerk ID
  Required
Action
Write
- Inspection ID
  Required
- Internal Notes
  Required
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Property ID
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Offer ID
  Required
Action
Write
- Email Address
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Inspection ID
  Required
- Report PDF Type
Action
Search
- Property ID
  Required
Action
Search
- Name
  Required
Action
Search
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
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

Client Created
Triggers when a client is created.
Trigger
Instant
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Client Updated
Triggers when a client is updated.
Trigger
Instant
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Inspection Closed
Triggers when an inspection is closed.
Trigger
Instant
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Inspection Confirmed
Triggers when an inspection's conduct date is confirmed.
Trigger
Instant
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Inspection Submitted for Review
Triggers when an inspection is submitted for managerial review.
Trigger
Instant
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Property Created
Triggers when a property is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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Typist Assigned
Triggers when a typist is assigned to an inspection.
Trigger
Instant
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Inspection Offered to Workstreams Supplier
Triggers when an inspection in the Workstreams network is offered to a supplier.
Trigger
Instant
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- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Inspection ID
  Required
- Message
  Required
- Audience
  Required
Action
Write
- Inspection ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Inspection Date
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Property ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Property ID
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Address Line 1
  Required
- Address Line 2
- Postcode
Action
Search
- Email Address
  Required
Action
Search
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
Try It
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
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
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
- 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

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Connect InventoryBase 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.

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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 InventoryBase 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 InventoryBase

Produce professional property inventories, check ins, check outs, interim inspections, building inspections, risk assessments and more.

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CRM (Customer Relationship Management)

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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.