Sage Integration
Manage invoices, contacts, and ledger entries
Accounting & Finance 20 actions OAuth 2.0 (sign in to authorise)
Start automating Sage
Manage invoices, contacts, and ledger entries
Accounting & Finance 20 actions OAuth 2.0 (sign in to authorise)
Start automating SageDrag any of these 20 actions into a process — no code, no API wrangling.
Create a new contact in Sage.
Record a contact payment in Sage.
Create a new product or service in Sage.
Create a new purchase invoice in Sage.
Create a new sales invoice in Sage.
Get a contact by ID from Sage.
Get a product by ID from Sage.
Get a purchase invoice by ID from Sage.
Get a sales invoice by ID from Sage.
List bank accounts in Sage.
List contact payments in Sage.
List all contacts in Sage.
List general ledger entries in Sage.
List products and services in Sage.
List purchase invoices in Sage.
List sales invoices in Sage.
List services in Sage.
List tax rates in Sage.
Update an existing contact in Sage.
Update an existing sales invoice in Sage.
Sage uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.
Drop Sage steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Sage has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Sage automation in your business inside a week, at a fixed price.
