Connect Wildapricot and Sage Sales Management to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Membership
New Invoice
New Payment
New Event
New Refund
Refund Deleted
Refund Updated
New Event Registration
Event Registration Updated
Event Registration Deleted
Contact Deleted
Contact Updated
Invoice Updated
Event Updated
Membership Suspended
Membership Enabled
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 Contact
Triggers when a new contact is created in your Wild Apricot account.
New Membership
Triggers when a new membership is created in your Wild Apricot account.
New Invoice
Triggers when a new invoice is created in your Wild Apricot account.
New Payment
Triggers when a new payment is created in your Wild Apricot account.
New Event
Triggers when a new event is created in your Wild Apricot account.
New Refund
Triggers when a new refund is created in your Wild Apricot account.
Do thisActions
Action is the task that follows automatically within your Wildapricot integrations.
Delete Contact
Deletes a contact from your WildApricot database.
Add a Contact
Adds a new contact or member details in your WildApricot database.
Create Account
Create Account in ForceManager
Create Activity
Create activity
Create Contact
Create Contact
Create Calendar Item
Creates a new calendar item.
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Frequently Asked Questions
To start, connect both your Wildapricot and Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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