Connect Sage Sales Management and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Account
New Calendar Item
New Contact
New Opportunity
New Sales Order
Activity Updated
Account Updated
Contact Updated
Opportunity Updated
Calendar Item Updated
Sales Order Updated
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Sage Sales Management and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when a new activity is created.
New Account
Triggers when a new account is created.
New Calendar Item
Triggers when a new calendar item is created.
New Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is created
New Sales Order
Triggers when a new sales order is created.
Do thisActions
Action is the task that follows automatically within your Sage Sales Management integrations.
Create Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
Create Calendar Item
Creates a new calendar item.
Create Opportunity
Creates a new opportunity.
Create Sales Order
Creates a new Sales Order
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Frequently Asked Questions
To start, connect both your Sage Sales Management and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Sage Sales Management triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Sage Sales Management data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Sage Sales Management and Clientary 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 Sage Sales Management and Clientary. 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 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.
Learn MoreAbout Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
Learn More
