Sage Business Cloud Accounting

sage business cloud accounting is an online accounting solution for small businesses, offering invoicing, expense tracking, and financial reporting integrating with make com enables automated invoice creation, payment tracking, and real time financial data syncing 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 //www sage com/en us/about us/contact us/ 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 navigate to your sage developer dashboard 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 creates a new customer contact record in your account create a product creates a new product entry in your selected system or database create a purchase invoice generates a new purchase invoice record in your system create a sales invoice generates a new sales invoice document for recording a customer transaction create a sales quote generates a new sales quote document for a potential customer create a service creates a new service entry in your account create a stock item creates a new inventory stock item in your system delete a contact payment permanently removes a specific payment record associated with a contact delete a customer permanently removes a specified customer from your account delete a product permanently removes a selected product from your inventory delete a purchase invoice permanently removes a specified purchase invoice from your account delete a sales quote permanently removes a selected sales quote from your account delete a service permanently removes a specified service from your account delete a stock item permanently removes a specific stock item from your inventory get a contact payment fetches detailed payment information for a selected contact get a customer fetches detailed information for a specified 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 list of all contact payments search customers searches for specific customers based on given criteria or retrieves a complete list of all customers search products searches for specific products or retrieves 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 searches for specific sales invoices or retrieves a complete list of all sales invoices search sales quotes searches for specific sales quotes or retrieves a complete list of all available sales quotes search services searches for specific services or retrieves a complete list of all available services search stock items searches for specific stock items or retrieves a complete list of all available 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 in your database update a product updates the details of an existing product in your inventory update a purchase invoice modifies the details of an existing purchase invoice update a sales invoice updates the details of an existing sales invoice update a sales quote updates the details of an existing sales quote update a service updates the details or settings of an existing service update a stock item updates the details of an existing stock item in your inventory void a sales invoice cancels and invalidates a previously issued sales invoice 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 newly added or recently updated products watch purchase invoices monitors and detects when new purchase invoices are created or existing ones are updated watch sales invoice monitors and detects newly created or modified sales invoices watch sales quotes monitors and detects when new sales quotes are created or existing sales quotes are updated watch services monitors and detects when new services are created 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