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Create new customers or update existing ones in Sage from new accounts in Salesforce

Create new customers or update existing ones in Sage from new accounts in Salesforce

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If you want to keep your accounts in Salesforce synced with your Sage Business Cloud Accounting app, this scenario is what you need. If the customer already existing in Sage, the details will just be updated preventing any duplications.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Flow Control
Array aggregator

Aggregator
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Sage Business Cloud Accounting
Create a Contact Payment

Creates a contact payment.

Action
Sage Business Cloud Accounting
Create a Customer

Creates a new customer contact.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Sage Business Cloud Accounting
Create a Product

Creates a new product.

Action
Sage Business Cloud Accounting
Create a Purchase Invoice

Creates a new purchase invoice.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Sage Business Cloud Accounting
Create a Sales Invoice

Creates a new sales invoice.

Action

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Create new customers or update existing ones in Sage from new accounts in Salesforce | Make