Sage Business Cloud Accounting

sage business cloud accounting is an online accounting platform for small businesses, offering invoicing, expense tracking, and financial reporting integrating with make com enables automated invoice creation, expense syncing, and real time financial data updates between sage and other business tools this is ai generated content based on official sage business cloud accounting documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //developer sage com/accounting/support/ directly requirements to use the sage business cloud accounting app in make, you must have a sage business cloud accounting account and register a developer application to obtain api credentials, https //www sage com/en us/products/sage business cloud accounting/ for subscription, refer to the https //www sage com/en us/products/sage business cloud accounting/ connect sage business cloud accounting and {{product name}} to get started, you must first create a connection between sage business cloud accounting and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your sage business cloud accounting account create the connection in make obtain your oauth2 credentials in your sage business cloud accounting account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your sage business cloud accounting account to obtain your oauth2 credentials click create app enter your application name enter the callback uri https //www integromat com/oauth/cb/sage accounting click save copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer sage com/accounting/quick start/create an app/ create the connection in {{product name}} https //www make com/en/register , add the sage business cloud accounting module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your sage business cloud accounting account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page sage business cloud accounting modules after connecting to the sage business cloud accounting app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a contact payment creates a payment record associated with a specific contact create a customer adds a new customer contact to your account create a product adds a new product to your inventory or catalog create a purchase invoice generates a new purchase invoice record in your account create a sales invoice generates a new sales invoice record in your account create a sales quote generates a new sales quotation document for a potential customer create a service adds a new service entry to your account create a stock item adds a new inventory item to your stock records delete a contact payment removes a specific payment record associated with a contact delete a customer removes a customer record from your account delete a product removes a selected product from your inventory or product list delete a purchase invoice removes a specified purchase invoice from your account delete a sales quote removes an existing sales quote from your account delete a service removes an existing service from your account delete a stock item removes a specific stock item from your inventory get a contact payment fetches detailed information about a particular payment made by a contact get a customer fetches detailed information for a selected customer contact get a product fetches detailed information about a specific product get a purchase invoice fetches detailed information for a specified purchase invoice get a sales invoice fetches detailed information for a particular sales invoice get a sales quote fetches detailed information for a particular sales quote get a service fetches detailed information about a particular service get a stock item fetches detailed information about a particular stock item make an api call executes a custom api request to the connected service using your authorized credentials search contact payments searches for specific contact payments or retrieves a complete list of all contact payments search customers finds specific customers based on your criteria or displays a complete list of all customers search products finds specific products based on your search criteria or displays a complete list of all available products search purchase invoices searches for specific purchase invoices or retrieves a complete list of all purchase invoices search sales invoices finds specific sales invoices based on your criteria or displays a list of all sales invoices search sales quotes finds specific sales quotes based on your criteria or displays a complete list of all sales quotes search services searches for specific services or retrieves a complete list of all available services search stock items finds specific stock items based on your search criteria or displays a complete list of all stock items update a contact payment updates the payment details associated with a specific contact update a customer updates the details of an existing customer contact update a product modifies the details of an existing product update a purchase invoice modifies the details of an existing purchase invoice update a sales invoice modifies the details of an existing sales invoice update a sales quote modifies the details of an existing sales quote update a service modifies the details of an existing service update a stock item modifies the details of an existing stock item void a sales invoice cancels an existing sales invoice, making it no longer valid watch contact payments monitors and detects when a contact's payment is created or modified watch customers monitors and detects when a new customer is added watch products monitors your store for products that have been newly added or recently updated watch purchase invoices monitors and detects newly created or modified purchase invoices watch sales invoice monitors and detects newly created or modified sales invoices watch sales quotes triggers when a new sales quote is created or an existing sales quote is updated watch services monitors and detects when new services are added or existing services are updated watch stock items monitors your inventory for newly added or recently updated stock items templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} sage business cloud accounting resources you can have access to more resources related to this app on the following links https //community make com/search?q=sage%20business%20cloud%20accounting https //www sage com/en us/products/sage business cloud accounting/ https //developer sage com/accounting/reference/ https //www make com/en/integrations/sage accounting