Sage Business Cloud Accounting integration

Sage Business Cloud Accounting: create and update contacts, prepare draft sales invoices, list invoices, products and services. It never records payments or bank transactions.

Accounting and finance2 triggers · 8 actions

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Contact” happens in Sage Business Cloud Accounting, check the details with AI, then “Find Contacts” 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 Contact

    Triggers when a new customer or supplier contact is created in Sage Accounting.

  • WHEN
    New Sales Invoice

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

Actions

Then Calibra can do this for you
  • DO
    Find Contacts

    Searches Sage Accounting contacts by name or reference, and optionally by email or type.

  • DO
    Create Contact

    Creates a customer or supplier contact in Sage Accounting, with its main address and contact details.

  • DO
    Update Contact

    Updates a Sage Accounting contact. Only the fields you fill in are changed.

  • DO
    Create Draft Sales Invoice

    Creates a sales invoice as a draft in Sage Accounting. It isn't sent or posted, and no payment is recorded: review and finalize it yourself in Sage.

  • DO
    List Sales Invoices

    Lists Sage Accounting sales invoices, filtered by customer, status, invoice dates or text.

  • DO
    List Products or Services

    Lists the products or the services in Sage Accounting, optionally searching by code or description.

  • DO
    Create Product

    Creates a product in Sage Accounting with its code, description, sales price and accounts.

  • DO
    Custom Sage Accounting API Request (read-only)

    Makes a GET request to any read endpoint of the Sage Accounting API (v3.1). It can't record payments, bank transactions or change data.

Questions

Is the Sage Business Cloud Accounting integration free?

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

How is Sage Business Cloud 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 Business Cloud Accounting without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Sage Business Cloud 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.