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Integrations Sage Sales Management Personio
Sage Sales Management + Personio

Connect Sage Sales Management and Personio to Build Intelligent Automations

Choose a Trigger

Sage Sales Management

When this happens...

Choose an Action

Personio

Automatically do this!

Ready to use Sage Sales Management and Personio automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

New Account

New Account

Triggers when a new account is created.

New Calendar Item

New Calendar Item

Triggers when a new calendar item is created.

New Contact

New Contact

Triggers when a new contact is created.

New Opportunity

New Opportunity

Triggers when a new opportunity is created

New Sales Order

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

Create Account in ForceManager

Create Activity

Create Activity

Create activity

Create Contact

Create Contact

Create Contact

Create Calendar Item

Create Calendar Item

Creates a new calendar item.

Create Opportunity

Create Opportunity

Creates a new opportunity.

Create Sales Order

Create Sales Order

Creates a new Sales Order

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Sage Sales Management and Personio?

To start, connect both your Sage Sales Management and Personio accounts to viaSocket. Once connected, you can set up a workflow where an event in Sage Sales Management triggers actions in Personio (or vice versa).

Can we customize how data from Sage Sales Management is recorded in Personio?

Absolutely. You can customize how Sage Sales Management data is recorded in Personio. This includes choosing which data fields go into which fields of Personio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sage Sales Management and Personio?

The data sync between Sage Sales Management and Personio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sage Sales Management to Personio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sage Sales Management and Personio?

Yes, you can set conditional logic to control the flow of data between Sage Sales Management and Personio. 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.

Sage Sales Management

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.

CRM
Learn More
Personio

About Personio

Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.

HR Talent & RecruitmentHuman Resources
Learn More

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