Connect DocketManager to Sage Accounting and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate DocketManager with Sage Accounting - no code necessary. See how you can get setup in minutes.

Select a trigger from DocketManager

A trigger is an event that starts your Zap and runs the workflow. For example, with DocketManager, a trigger could be "Contact Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Sage Accounting

An action is what takes place after the automation is triggered. For example, with Sage Accounting, the action could be "Create Contact Payment."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected DocketManager to Sage Accounting

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Triggers and actions are the main components of every automated workflow.

Connect DocketManager and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect DocketManager and Sage Accounting to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Contact Created
Triggers when a new Contact is Created.
Trigger
Instant
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Customer Created
Triggers when a new Customer is created.
Trigger
Instant
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Order Placed Online
Triggers when an Online Order is placed.
Trigger
Instant
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Payment Created
Triggers when a Payment is Created.
Trigger
Instant
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Queue Changed
Triggers when and Order Item moves into a new Queue.
Trigger
Instant
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Quote Email
Triggers when a Quote Email is sent
Trigger
Instant
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Supplier Created
Triggers when a new Supplier is created.
Trigger
Instant
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Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Trigger
Instant
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Task Completed
Triggers when a Task is marked as completed.
Trigger
Instant
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Vendor Updated
Triggers when a Vendor is modified.
Trigger
Instant
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- Contact Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Name
  Required
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
- Customer Id
  Required
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
- Order Item Id
  Required
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
- Order Id
  Required
Action
Write
- Quote Item Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Quote Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
Action
Write
- Name
  Required
- Order Item Id
  Required
Action
Write
- Customer Id
  Required
- Update
- Updates
  Required
- Billing
- Billing Address
- Shipping
- Shipping Address
Action
Write
- Search By
  Required
Action
Search
- Number
  Required
Action
Search
- Number
  Required
Action
Search
- Search By
  Required
- Customer Id
  Required
- Name
  Required
- Title
- Phone
- Cell
- Email
- Tags
Action
Search or write
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Scheduled
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New Customer
Triggers when a new customer is created.
Trigger
Scheduled
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New Product
Triggers when a new product is created.
Trigger
Scheduled
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Scheduled
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New Stock Item
Triggers when a new stock item is created.
Trigger
Scheduled
Try It
Updated Product
Triggers when a product is updated.
Trigger
Scheduled
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It
Updated Service
Triggers when a service is updated.
Trigger
Scheduled
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Payment Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice_number
Action
Search
- Name
  Required
Action
Search
- Quote_number
Action
Search
- Name
  Required
Action
Search
- Invoice_number
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

Contact Updated
Triggers when a Contact is modified.
Trigger
Instant
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Customer Updated
Triggers when a Customer is modified.
Trigger
Instant
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Order Posted
Triggers when an Order is Posted.
Trigger
Instant
Try It
Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Trigger
Instant
Try It
Quote Converted
Triggers when a Quote is converted to an Order.
Trigger
Instant
Try It
Shipping Email
Triggers when a Shipping Email is sent.
Trigger
Instant
Try It
Supplier Updated
Triggers when a Supplier is modified.
Trigger
Instant
Try It
Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Trigger
Instant
Try It
Vendor Created
Triggers when a new Vendor is Created.
Trigger
Instant
Try It
- Customer Id
  Required
- Name
  Required
- Title
- Phone
- Cell
- Email
- Tags
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
- Contact Id
  Required
Action
Write
- Customer Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Item Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Text
- Type
  Required
- Label
  Required
Action
Write
- Order Id
  Required
- Created By Employee ID
  Required
- Deposit Type
  Required
- Payment Type
  Required
- Reference Number
- Payment Date
  Required
- Payment Amount
  Required
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
- Quote Item Id
  Required
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
- Quote Id
  Required
Action
Write
- Text
- Due Date
- Assigned To
  Required
- Created By
  Required
Action
Write
- Contact Id
  Required
- Updates Help
- Updates
  Required
Action
Write
- Search By
  Required
Action
Search
- Search By
  Required
Action
Search
- Number
  Required
Action
Search
- Number
  Required
Action
Search
- Search By
  Required
- Name
  Required
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Search or write
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
Try It
Updated Customer
Triggers when an existing customer is updated.
Trigger
Scheduled
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Scheduled
Try It
New Service
Triggers when a new service is created.
Trigger
Scheduled
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Scheduled
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Scheduled
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Scheduled
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Scheduled
Try It
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Payment Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Payment Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Filter by Contact Name or Reference
Action
Search
- Invoice_number
Action
Search
- Name
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Filter by Contact Name or Reference
- Business Name
  Required
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Payment Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

About DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

Help

Related categories

Printing

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

Help

Related categories

Accounting

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