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Sage Accounting integration

Cloud accounting for small businesses — manage contacts, sales invoices, purchase invoices, and payments.

Accounting and finance8 triggers · 30 actions
Connect Sage Accounting freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Customer” happens in Sage Accounting, check the details with AI, then “Create Customer” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Customer

    Triggers when a new customer is created in Sage Accounting.

  • WHEN
    New Sales Invoice

    Triggers when a new sales invoice is created in Sage Accounting.

  • WHEN
    New Purchase Invoice

    Triggers when a new purchase invoice is created in Sage Accounting.

  • WHEN
    New Contact Payment

    Triggers when a new contact payment is created in Sage Accounting.

  • WHEN
    New Product

    Triggers when a new product is created in Sage Accounting.

  • WHEN
    New Service

    Triggers when a new service is created in Sage Accounting.

  • WHEN
    New Stock Item

    Triggers when a new stock item is created in Sage Accounting.

  • WHEN
    New Sales Quote

    Triggers when a new sales quote is created in Sage Accounting.

Actions

Then Calibra can do this for you
  • DO
    Create Customer

    Creates a new customer contact in Sage Accounting.

  • DO
    Create Vendor

    Creates a new vendor contact in Sage Accounting.

  • DO
    Update Contact

    Updates an existing customer or vendor contact in Sage Accounting.

  • DO
    Find Contact

    Searches for customer or vendor contacts in Sage Accounting by name or reference.

  • DO
    Find Vendor

    Searches for vendor contacts in Sage Accounting by name or reference.

  • DO
    Create Sales Invoice

    Creates a new sales invoice in Sage Accounting.

  • DO
    Update Sales Invoice

    Updates an existing sales invoice in Sage Accounting.

  • DO
    Find Sales Invoice

    Searches for sales invoices in Sage Accounting by customer, invoice number, status, or date range.

  • DO
    Create Purchase Invoice

    Creates a new purchase invoice (bill) in Sage Accounting.

  • DO
    Update Purchase Invoice

    Updates an existing purchase invoice (bill) in Sage Accounting.

  • DO
    Find Purchase Invoice

    Searches for purchase invoices (bills) in Sage Accounting by vendor, invoice number, status, or date range.

  • DO
    Create Contact Payment

    Records a new payment against a contact in Sage Accounting.

  • DO
    Update Contact Payment

    Updates an existing contact payment in Sage Accounting.

  • DO
    Find Contact Payment

    Searches for contact payments in Sage Accounting by contact or date range.

  • DO
    Create Other Payment (Money Out)

    Records money leaving the business in Sage Accounting that is not tied to an invoice, e.g. bank charges or drawings.

  • DO
    Create Other Receipt (Money In)

    Records money received by the business in Sage Accounting that is not tied to an invoice.

  • DO
    Create Product

    Creates a new product in Sage Accounting.

  • DO
    Update Product

    Updates an existing product in Sage Accounting.

  • DO
    Find Product

    Searches for products in Sage Accounting by description or item code.

  • DO
    Create Service

    Creates a new service in Sage Accounting.

  • DO
    Update Service

    Updates an existing service in Sage Accounting.

  • DO
    Find Service

    Searches for services in Sage Accounting by description or item code.

  • DO
    Create Stock Item

    Creates a new stock item in Sage Accounting.

  • DO
    Update Stock Item

    Updates an existing stock item in Sage Accounting.

  • DO
    Find Stock Item

    Searches for stock items in Sage Accounting by description or item code.

  • DO
    Create Sales Quote

    Creates a new sales quote in Sage Accounting.

  • DO
    Update Sales Quote

    Updates an existing sales quote in Sage Accounting.

  • DO
    Find Sales Quote

    Searches for sales quotes in Sage Accounting by customer, quote number, status, or date range.

  • DO
    Find Ledger Account

    Searches for ledger accounts (chart of accounts) in Sage Accounting by nominal code or display name.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Sage Accounting integration free?

Yes. Sage Accounting is available on every Calibra plan, including the free plan, which needs no card.

How is Sage Accounting usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Sage Accounting without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Sage Accounting for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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