Connect Harvestr and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages
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.
New User
Triggers when a new user created.
New Company
Tiggers when a new company Cretaed.
Company Updated
Triggers when a new Company Update.
New Discoveries
Tiggers when a new discoveries created.
New Messages
Tiggera when a new message Cretaed.
New Activity
Triggers when a new activity is created.
Do thisActions
Action is the task that follows automatically within your Harvestr integrations.
Create Message
Creates a new message in your inbox.
Create Company
Create a new Company.
List Users
List all users.
List Companies
List all companies
List Components
List all components
List Discoveries
List all discoveries
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Frequently Asked Questions
To start, connect both your Harvestr and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Harvestr 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 Harvestr 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 Harvestr 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 Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
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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