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Sage Sales Management
Make AI Toolkit

Connect Sage Sales Management and Make AI Toolkit

Explore ready-made Sage Sales Management and Make AI Toolkit templates and start automating in minutes.

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Create a custom workflow

Integrate Sage Sales Management with Make AI Toolkit and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Sage Sales Management
Trigger: Watch Created Accounts
Make AI Toolkit
Action: Select an action
1. Select a trigger

  • Triggers when a new account is created.

  • Triggers when a new activity is created.

  • Triggers when a new calendar item is created.

  • Triggers when a new contact is created.

  • Triggers when a new opportunity is created.

  • Triggers when a new sales order is created.

  • Triggers when an account is updated.

  • Triggers when an activity is updated.

  • Triggers when a calendar item is updated.

  • Triggers when a contact is updated.

  • Triggers when an opportunity is updated.

  • Triggers when a sales order is updated.

2. Select an action

  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Sage Sales Management and Make AI Toolkit.

Analyze sentiment
Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.
Action
Categorize text
Analyzes text and assigns it to categories from a list you define.
Action
Chunk text
Splits text into smaller, more manageable pieces. These are known as chunks.
Action
Create a Contact
Creates a contact.
Action
Create a Sales Order
Creates a sales order.
Action
Create a Sales Order Line
Creates a sales order line.
Action
Create an Account
Creates an account.
Action
Create an Activity
Creates an activity.
Action
Create an Entity
Creates an entity.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.