Integrations Saleshandy Sage Accounting
Saleshandy + Sage Accounting

Connect Saleshandy and Sage Accounting to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

Sage Accounting

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Enable Integrations or automations with these events of Saleshandy and Sage Accounting

Enable Integrations or automations with these events of Saleshandy and Sage Accounting

Actions

Create Prospect/Add Prospect to Sequence

Create Prospect/Add Prospect to Sequence

create prospects in saleshandy

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

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Frequently Asked Questions

How do I start an integration between Saleshandy and Sage Accounting?

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

Can we customize how data from Saleshandy is recorded in Sage Accounting?

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

How often does the data sync between Saleshandy and Sage Accounting?

The data sync between Saleshandy and Sage Accounting 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 Saleshandy to Sage Accounting?

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 Saleshandy and Sage Accounting?

Yes, you can set conditional logic to control the flow of data between Saleshandy and Sage Accounting. 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.

Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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Sage Accounting

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

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