Connect Awork and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New Time Entry
Updated Time Entry
Project Updated
Project Status Updated
Project Type Updated
Project Member Added
Project Member Deleted
Project Deleted
Task Comment Added
Task Updated
Task Assignment Added
Task Assignment Deleted
Task Deleted
New Task List
Task List Deleted
Task List Updated
New User
User Updated
User Deleted
User Activation Changed
New Timetracking
Timetracking Updated
Timetracking Deleted
Timetracking Status Changed
Task Type Changed
Task Status Changed
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
New Time Entry
Triggers when a new time entry is created.
Updated Time Entry
Triggers when a time entry is updated.
Project Updated
Triggers when a project is updated
Project Status Updated
Triggers when a project status is updated
Do thisActions
Action is the task that follows automatically within your Awork integrations.
Get Companies
Get all existing companies.
Create Project
Creates a new project.
Search Projects
Finds a project by name
Create Project Type
Creates a new project type.
Create Company
Create a new company in awork
Create Task
You can create the task in the Awork.
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Frequently Asked Questions
To start, connect both your Awork and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Awork triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Awork 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 Awork 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 Awork 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 Awork
Awork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
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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