Connect Avaza and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
Invoice Sent
New Company
New Contact
New Project
New Task
New Timesheet
Company updated
Company Deleted
Project deleted
Contact updated
Contact Deleted
Invoice created
Invoice updated
Invoice deleted
Project Updated
Task Updated
Task Deleted
Timesheet Entry Deleted
Timesheet Entry Updated
New Bill
Bill updated
New Estimates
Estimate Updated
Estimate Deleted
Expense created
Expense Updated
Expense Deleted
Schedule Series created
Schedule Series Updated
Schedule Series Deleted
Choose an Action
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
New Task
Trigger when a new task is created.
New Timesheet
Trigger when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Avaza integrations.
Get All Projects
Get an all existing projects.
Get a Section
Fetch a single section with the projectId.
Get All Companies
Get an all existing companies.
Get All Invoices
Get an all existing invoices.
Get a Contact
Get an existing contact by its ID.
Get All Contacts
Get an all existing conatcts.
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Frequently Asked Questions
To start, connect both your Avaza and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Avaza triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Avaza data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Avaza and Sage Sales Management typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Avaza and Sage Sales Management. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
Learn MoreAbout Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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