Connect Sage Accounting and SuperOps MSP to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Sage Accounting with SuperOps MSP - no code necessary. See how you can get setup in minutes.

100%

Help

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 Client" in SuperOps MSP.

You’re connected!

Zapier seamlessly connects Sage Accounting and SuperOps MSP, 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
Polling
Try It
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
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated.
Trigger
Instant
Try It
Client User Deleted
Triggers when a new client user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
Try It
Quote Created
Triggers when a new quote is created.
Trigger
Instant
Try It
Ticket Created
Triggers when a new ticket_create is created.
Trigger
Instant
Try It
Ticket Reply Received
Triggers when a reply is received on a ticket.
Trigger
Instant
Try It
Ticket Updated
Triggers when an existing ticket is updated.
Trigger
Instant
Try It
- Name
  Required
- Stage
- Status
- Email Domains
- Account Manager User ID
- Technician Groups
- Custom Fields
- Site name
  Required
- Is the Site working 24X7 ?
  Required
- Day
- Start time in HH:MM
- End time in HH:MM
- Identifier for Holiday List for the Site local test
- Timezone Code for the Site
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- Site's Postal Code
- Site's Postal Code
- Site's Contact Number
Action
Write
- Client Account ID
  Required
- Site ID
  Required
- Description
- Quote Date
  Required
- Expiry Date
  Required
- Status
  Required
- Additional Discount
- Service Item ID
  Required
- Details
- Quantity
  Required
- Unit Price
  Required
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Title
- Memo
- Footer
Action
Write
- Service Item ID
  Required
- Billable
- After Hours
- Quantity
  Required
- Unit Price
- Bill Date & Time
- Notes
- Work Item ID
  Required
- Module
- Technician ID
Action
Write
- Client IDs
  Required
Action
Write
- Client User ID
  Required
- First Name
- Last Name
- Email
- Contact Number
- Reporting Manager
- Site
- Role
- Custom Fields
Action
Write
- Quote ID
  Required
- Additional Discount Rate
- Additional Discount
- Item ID
- Details
- Quantity
- Unit Price
- Discount Rate
- Discount Amount
- Service Item ID
- Details
- Quantity
- Unit Price
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Item ID
- Expiry Date
- Title
- Memo
- Footer
- Description
- Status
  Required
Action
Write
- Item name
  Required
Action
Search
- Client Name
  Required
Action
Search
- Client User Full Name
  Required
- Client ID
  Required
Action
Search
- Client User Id
  Required
Action
Search
- Quote Id
  Required
Action
Search
- Ticket Id
  Required
Action
Search

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
Client Deleted
Triggers when an existing client is deleted.
Trigger
Instant
Try It
Client User Created
Triggers when a new client user is created.
Trigger
Instant
Try It
Client User Updated
Triggers when a new client user is updated.
Trigger
Instant
Try It
Invoice Updated
Triggers when an existing invoice is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when an existing quote is updated.
Trigger
Instant
Try It
Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
Try It
Ticket Reply Sent
Triggers when a reply is sent to a ticket.
Trigger
Instant
Try It
Worklog Created
Triggers when a new worklog is created.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
  Required
- Contact Number
- Reporting Manager
- Role
- Client
  Required
- Site
  Required
- Custom Fields
Action
Write
- Subject
  Required
- Description
- Client Account ID
  Required
- Site Id
- Requester
- Specify the additional requesters to be added.
- Technician Group
- Technician
- Specify the followers to be added
- Specify the assets to be added
- Status
- Ticket Source
  Required
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Custom Fields
- Sub Source
- Request Type
  Required
Action
Write
- Client User ID
  Required
- Forget PII
Action
Write
- Account ID
  Required
- Name
  Required
- Stage
- Status
- Email Domains
- Account Manager
- Primary Contact
- Secondary Contact
- Headquarters Site
- Add Technician Groups
- Delete Technician Groups
- Custom Fields
Action
Write
- Invoice ID
  Required
- Invoice Status
- Invoice Date
- Due Date
- Payment Date
- Payment Method
- Payment Reference
- Invoice Payment Term
- Payment Link
Action
Write
- Ticket ID
  Required
- Subject
- Status
- Client Account ID
- Request Type of the ticket
- Site Id
- Requester
- Technician Group
- Technician
- Specify the additional requesters to be added.
- Specify the additional requester to be removed
- Specify the followers to be added
- Specify the followers to be removed
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Sub Source
- Custom Fields
Action
Write
- Asset Name
  Required
Action
Search
- Client ID
  Required
- Site Name
  Required
Action
Search
- Client Id
  Required
Action
Search
- Invoice Id
  Required
Action
Search
- Tax Id
Action
Search
- Worklog Item Id
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

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

Learn about AI automation

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.

HelpHelp

Related categories

Accounting

About SuperOps MSP

SuperOps MSP is a future-ready, unified PSA-RMM platform for modern MSPs