Connect Planning Pod to Sage Accounting and automate any workflow
![Planning Pod](https://zapier-images.imgix.net/storage/developer_cli/9a8b32102d0fb79a7ae8f5c2a4c05394.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Planning Pod](https://zapier-images.imgix.net/storage/developer_cli/9a8b32102d0fb79a7ae8f5c2a4c05394.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Sage Accounting](https://zapier-images.imgix.net/storage/services/7c9c4903a4900ed8636e167cc0002214.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Sage Accounting](https://zapier-images.imgix.net/storage/services/7c9c4903a4900ed8636e167cc0002214.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Planning Pod with Sage Accounting - no code necessary. See how you can get setup in minutes.
Select a trigger from Planning Pod
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Sage Accounting
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Planning Pod to Sage Accounting
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Planning Pod 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Planning Pod 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.
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.
- New Appointment
Triggers when a new appointment is created in the calendar.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deposit
Triggers when a new deposit is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice Payment
Triggers when a new payment is created for an invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Proposal
Triggers when a new proposal has been created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New To-Do
Triggers when a new to-do is created in an event.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Event Name (Tentative)Required
- First NameRequired
- Last NameRequired
- EmailRequired
- Event Start Date (Tentative)Required
- Event End Date (Tentative)
- Event Budget (Tentative)
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Customer
Triggers when an existing customer is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Business NameRequired
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Start Date (Tentative)Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Event Start Date (Tentative)Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter by Contact Name or Reference
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice_number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Event Name (Tentative)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Filter by Contact Name or Reference
- Business NameRequired
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Invoice_number
- Event Start Date (Tentative)Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Event Name (Tentative)Required
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Attendee
Triggers when a new attendee is created in an event.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contract Signature
Triggers when a contract has been signed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Form Response
Triggers when a new form response is captured.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Ticket Payment
Triggers when a new ticket payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Proposal Signature
Triggers when a proposal has been signed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First NameRequired
- Last NameRequired
- EmailRequired
- Prefix
- Suffix
- Title
- Company
- Phone
- Street
- Apt/Suite
- City
- State
- Zipcode
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event Start Date (Tentative)Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Event Name (Tentative)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote_number
ActionThis is an event a Zap performs.SearchFind existing data in your app- Event Name (Tentative)Required
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice_number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Event Name (Tentative)Required
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Quote_number
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Event Name (Tentative)Required
- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found