Integrate Sage Sales Management with Infinity to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get a board from Infinity when New Activity in Sage-sales-management
Find a folder in Infinity when New Activity in Sage-sales-management
Get a member from Infinity when New Activity in Sage-sales-management
File Upload in Infinity when New Activity in Sage-sales-management
Create a New Comment in Infinity when New Activity in Sage-sales-management
Start from a real workflow other teams are already running.
Sage Sales Management
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
Infinity
Automatically do this!
Get a board
Find a folder
Get a member
File Upload
Create a New Comment
Create a New Folder
Search workspaces
Search Profile Data
Search Members
Delete Member
Delete View
Create Board
Create Attributes
Delete Attribute
Search Item
Get a board from Infinity when New Activity in Sage-sales-management
Use this flowFind a folder in Infinity when New Activity in Sage-sales-management
Use this flowGet a member from Infinity when New Activity in Sage-sales-management
Use this flowFile Upload in Infinity when New Activity in Sage-sales-management
Use this flowCreate a New Comment in Infinity when New Activity in Sage-sales-management
Use this flowCreate a New Folder in Infinity when New Activity in Sage-sales-management
Use this flowSearch workspaces in Infinity when New Activity in Sage-sales-management
Use this flowSearch Profile Data in Infinity when New Activity in Sage-sales-management
Use this flowSearch Members in Infinity when New Activity in Sage-sales-management
Use this flowDelete Member in Infinity when New Activity in Sage-sales-management
Use this flowEverything you can automate between Sage Sales Management and Infinity.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new activity is created.
Triggers when a new account is created.
Triggers when a new calendar item is created.
Triggers when a new contact is created.
Triggers when a new opportunity is created
Triggers when a new sales order is created.
Action is the task that follows automatically within your Sage Sales Management integrations.
Create Account in ForceManager
Create activity
Create Contact
Creates a new calendar item.
Creates a new opportunity.
Creates a new Sales Order

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn moreStartinfinity is a flexible project management tool designed to help teams organize and prioritize their work in a customizable, collaborative online space
Learn moreSign up for a free viaSocket account, then authorize both your Sage Sales Management and Infinity accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sage Sales Management and Infinity as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Infinity. No coding required.
Yes. You can set up a workflow where Sage Sales Management triggers actions in Infinity, and a separate workflow where Infinity triggers actions in Sage Sales Management. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sage Sales Management and Infinity. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sage Sales Management and Infinity integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.