[ Accounting ]

Sage Accounting integration for your workflows.

Connect Sage Accounting to Collabase once and use 30 actions and 8 triggers in your workflows. No code needed, hosted in Switzerland.

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Sign-inOAuth 2.0

CategoryAccounting

UpdatedSeptember 2026

LicenceOpen source (MIT)

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Sage Accounting in Collabase

Connect Sage Accounting to Collabase once and use 30 actions and 8 triggers in your workflows. No code needed, hosted in Switzerland.

[ About the service ]

Cloud accounting for small businesses — manage contacts, sales invoices, purchase invoices, and payments.

How to connect it

Open the integrations in the workspace settings.
Choose Sage Accounting and connect your account.
Add a trigger or an action to the workflow.

In the Sage Developer Portal, create an app for the Sage Accounting API and copy the generated Client ID and Client Secret below.
Click Connect, then sign in with the Sage Accounting user you want this connection to act as, and select the business to connect.

Sage Accounting triggers

Name	Description	Fields
New CustomerChecks at intervals	Triggers when a new customer is created in Sage Accounting.	0
New Sales InvoiceChecks at intervals	Triggers when a new sales invoice is created in Sage Accounting.	0
New Purchase InvoiceChecks at intervals	Triggers when a new purchase invoice is created in Sage Accounting.	0
New Contact PaymentChecks at intervals	Triggers when a new contact payment is created in Sage Accounting.	0
New ProductChecks at intervals	Triggers when a new product is created in Sage Accounting.	0
New ServiceChecks at intervals	Triggers when a new service is created in Sage Accounting.	0
New Stock ItemChecks at intervals	Triggers when a new stock item is created in Sage Accounting.	0
New Sales QuoteChecks at intervals	Triggers when a new sales quote is created in Sage Accounting.	0

Sage Accounting actions

Name	Description	Fields
Create Customer	Creates a new customer contact in Sage Accounting.	Business Name Reference Notes Credit Limit Credit Term Days Tax Number + 29 Product Sales Price Type Main Address Name Main Address Line 1 Main Address Line 2 Main Address City Main Address Region Main Address Postal Code Country Country Group Delivery Address Name Delivery Address Line 1 Delivery Address Line 2 Delivery City Delivery Region Delivery Postal Code Country Country Group Main Contact Name Main Contact Job Title Main Contact Email Main Contact Telephone Main Contact Mobile Main Contact Fax Bank Account Name Bank Account Number Bank Account Sort Code Bank Account BIC Bank Account IBAN Default Sales Ledger Account
Create Vendor	Creates a new vendor contact in Sage Accounting.	Business Name Reference Notes Credit Limit Credit Term Days Tax Number + 29 Product Sales Price Type Main Address Name Main Address Line 1 Main Address Line 2 Main Address City Main Address Region Main Address Postal Code Country Country Group Delivery Address Name Delivery Address Line 1 Delivery Address Line 2 Delivery City Delivery Region Delivery Postal Code Country Country Group Main Contact Name Main Contact Job Title Main Contact Email Main Contact Telephone Main Contact Mobile Main Contact Fax Bank Account Name Bank Account Number Bank Account Sort Code Bank Account BIC Bank Account IBAN Default Purchase Ledger Account
Update Contact	Updates an existing customer or vendor contact in Sage Accounting.	Contact Name Default Sales Ledger Account Default Purchase Ledger Account Reference Notes + 31 Credit Limit Credit Term Days Tax Number Product Sales Price Type Main Address Name Main Address Line 1 Main Address Line 2 Main Address City Main Address Region Main Address Postal Code Country Country Group Delivery Address Name Delivery Address Line 1 Delivery Address Line 2 Delivery City Delivery Region Delivery Postal Code Country Country Group Main Contact Name Main Contact Job Title Main Contact Email Main Contact Telephone Main Contact Mobile Main Contact Fax Bank Account Name Bank Account Number Bank Account Sort Code Bank Account BIC Bank Account IBAN
Find Contact	Searches for customer or vendor contacts in Sage Accounting by name or reference.	Name or Reference contains Max results
Find Vendor	Searches for vendor contacts in Sage Accounting by name or reference.	Name or Reference contains Max results
Create Sales Invoice	Creates a new sales invoice in Sage Accounting.	Customer Invoice Date Due Date Reference Notes Main Address Line 1 + 14 Main Address Line 2 Main Address City Main Address Postal Code or Zipcode Country Main Address Region Address Type Delivery Address Line 1 Delivery Address Line 2 Delivery Address City Delivery Address Postal Code or Zipcode Country Delivery Address Region Address Type Line Items
Update Sales Invoice	Updates an existing sales invoice in Sage Accounting.	Sales Invoice Invoice Date Due Date Reference Notes Main Address Line 1 + 14 Main Address Line 2 Main Address City Main Address Postal Code or Zipcode Country Main Address Region Address Type Delivery Address Line 1 Delivery Address Line 2 Delivery Address City Delivery Address Postal Code or Zipcode Country Delivery Address Region Address Type Line Items
Find Sales Invoice	Searches for sales invoices in Sage Accounting by customer, invoice number, status, or date range.	Customer Invoice Number contains Status Invoice Date Updated or Created Since Max results
Create Purchase Invoice	Creates a new purchase invoice (bill) in Sage Accounting.	Vendor Invoice Date Due Date Reference Vendor Reference Notes + 1 Line Items
Update Purchase Invoice	Updates an existing purchase invoice (bill) in Sage Accounting.	Purchase Invoice Invoice Date Due Date Reference Vendor Reference Notes + 1 Line Items
Find Purchase Invoice	Searches for purchase invoices (bills) in Sage Accounting by vendor, invoice number, status, or date range.	Vendor Invoice Number contains Status Invoice Date Updated or Created Since Max results
Create Contact Payment	Records a new payment against a contact in Sage Accounting.	Contact Transaction Type Bank Account Date Total Amount Payment Method + 3 Reference Tax Rate Allocate to Invoices
Update Contact Payment	Updates an existing contact payment in Sage Accounting.	Contact Payment Contact Date Total Amount Payment Method Bank Account + 3 Reference Tax Rate Allocate to Invoices
Find Contact Payment	Searches for contact payments in Sage Accounting by contact or date range.	Contact Bank Account Transaction Type Updated or Created Since Payment Date Max results
Create Other Payment (Money Out)	Records money leaving the business in Sage Accounting that is not tied to an invoice, e.g. bank charges or drawings.	Bank Account Contact Date Total Amount Payment Method Reference + 1 Line Items
Create Other Receipt (Money In)	Records money received by the business in Sage Accounting that is not tied to an invoice.	Bank Account Contact Date Total Amount Payment Method Reference + 1 Line Items
Create Product	Creates a new product in Sage Accounting.	Description Sales Ledger Account Purchase Ledger Account Item Code Sales Tax Rate Purchase Tax Rate + 6 Usual Supplier Cost Price Description on Purchase Forms Notes Active Sales Prices
Update Product	Updates an existing product in Sage Accounting.	Product Description Item Code Notes Sales Ledger Account Sales Tax Rate + 7 Purchase Ledger Account Usual Supplier Purchase Tax Rate Cost Price Description on Purchase Forms Active Sales Prices
Find Product	Searches for products in Sage Accounting by description or item code.	Description or Item Code contains Active only Updated or Created Since Max results
Create Service	Creates a new service in Sage Accounting.	Description Sales Ledger Account Purchase Ledger Account Item Code Sales Tax Rate Purchase Tax Rate + 6 Usual Supplier Cost Price Description on Purchase Forms Notes Active Sales Rates
Update Service	Updates an existing service in Sage Accounting.	Service Description Item Code Notes Sales Ledger Account Sales Tax Rate + 7 Purchase Ledger Account Usual Supplier Purchase Tax Rate Cost Price Description on Purchase Forms Active Sales Rates
Find Service	Searches for services in Sage Accounting by description or item code.	Description or Item Code contains Active only Updated or Created Since Max results
Create Stock Item	Creates a new stock item in Sage Accounting.	Description Sales Ledger Account Purchase Ledger Account Item Code Sales Tax Rate Purchase Tax Rate + 13 Usual Supplier Cost Price Description on Purchase Forms Supplier Item Code Reorder Level Reorder Quantity Location Barcode Weight Measurement Unit Notes Active Sales Prices
Update Stock Item	Updates an existing stock item in Sage Accounting.	Stock Item Description Item Code Notes Sales Ledger Account Sales Tax Rate + 14 Purchase Ledger Account Usual Supplier Purchase Tax Rate Cost Price Description on Purchase Forms Supplier Item Code Reorder Level Reorder Quantity Location Barcode Weight Measurement Unit Active Sales Prices
Find Stock Item	Searches for stock items in Sage Accounting by description or item code.	Description or Item Code contains Active only Updated or Created Since Max results
Create Sales Quote	Creates a new sales quote in Sage Accounting.	Customer Quote Date Expiry Date Reference Notes Main Address Line 1 + 14 Main Address Line 2 Main Address City Main Address Postal Code or Zipcode Country Main Address Region Address Type Delivery Address Line 1 Delivery Address Line 2 Delivery Address City Delivery Address Postal Code or Zipcode Country Delivery Address Region Address Type Line Items
Update Sales Quote	Updates an existing sales quote in Sage Accounting.	Sales Quote Quote Date Expiry Date Reference Notes Main Address Line 1 + 14 Main Address Line 2 Main Address City Main Address Postal Code or Zipcode Country Main Address Region Address Type Delivery Address Line 1 Delivery Address Line 2 Delivery Address City Delivery Address Postal Code or Zipcode Country Delivery Address Region Address Type Line Items
Find Sales Quote	Searches for sales quotes in Sage Accounting by customer, quote number, status, or date range.	Customer Quote Number contains Status Quote Date Updated or Created Since Max results
Find Ledger Account	Searches for ledger accounts (chart of accounts) in Sage Accounting by nominal code or display name.	Nominal Code or Display Name contains Updated or Created Since Max results
Custom API Call	Make a custom API call to a specific endpoint	Method Headers Query Parameters Body Type Body Response is Binary + 3 Return Error as Output Timeout Follow redirects

[ Accounting ]

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Questions about Sage Accounting

What can I automate with Sage Accounting in Collabase?

Sage Accounting brings 30 actions and 8 triggers, for example Create Customer, Create Vendor, Update Contact, Find Contact and 26 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Sage Accounting to Collabase?

You open the integrations in the workspace settings, choose Sage Accounting and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.

Can Sage Accounting start a workflow?

Yes. Sage Accounting provides 8 triggers, for example New Customer, New Sales Invoice, New Purchase Invoice and 5 more. The workflow runs as soon as the event happens.

Does the Sage Accounting integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

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We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

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