Sage Accounting + Xama Hub

Add new customers created in Sage Accounting to Xama Hub

Set up this Zap and skip the hassle of duplicate data entry. When a new customer is created in Sage Accounting, a new client will be created in Xama Hub from those same details, automatically.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerScheduled
automatically do this!
Create Client
Creates a new individual / company
ActionWrite

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Supported triggers and actions

What does this mean?

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
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Updated Product
Triggers when a product is updated.
Trigger
Scheduled
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Scheduled
Try It

Updated Service
Triggers when a service is updated.
Trigger
Scheduled
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- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
- Business NameRequired
- Notes
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- Date
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- Item Code
- Notes
- Active
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Invoice ReferenceRequired
Action
Search
- Product Code or DescriptionRequired
Action
Search
- Quote Number or ReferenceRequired
Action
Search
- NameRequired
Action
Search
- Invoice ReferenceRequired
Action
Search or write
- Product Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Quote Number or ReferenceRequired
Action
Search or write
- NameRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Client IdRequired
- Contact First NameRequired
- Contact Middle Name
- Contact Last NameRequired
- Contact EmailRequired
- Contact Phone
- Contact Street
- Contact City
- Contact Postcode
- Contact Country Code
Action
Write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Scheduled
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Scheduled
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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 NameRequired
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- DateRequired
- Invoice Number Prefix
- Invoice Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Write
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote Number Prefix
- Quote Number
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Write
- Description
- 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
- Business Name or Reference to search for the Contact GUIDRequired
Action
Search
- Invoice Number or ReferenceRequired
Action
Search
- Service Code or DescriptionRequired
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 NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
Action
Search or write
- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or ReferenceRequired
- DateRequired
- Invoice Number Prefix
- Reference
- Notes
- Terms And Conditions
- Sent
Action
Search or write
- Service Code or DescriptionRequired
- DescriptionRequired
- Item Code
- Notes
- Active
Action
Search or write
- Client NameRequired
- Registration Number
- Primary Contact First Name
- Primary Contact Middle Name
- Primary Contact Last Name
- Primary Contact Email
- Primary Contact Phone
- Primary Contact Street
- Primary Contact City
- Primary Contact Postcode
- Primary Contact Country Code
Action
Write
- Name or Email AddressRequired
Action
Search

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.

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Related categories

Accounting

About Xama Hub

Xama Hub enables the streamlined onboarding of customers through the automation of identity verification and anti money laundering checks.

Help

Related categories

Accounting

Sage Accounting + Xama Hub

Add new customers created in Sage Accounting to Xama Hub

New Contact Payment

New Customer

New Product

New Sales Quote

New Stock Item

Updated Product

Updated Sales Invoice

Updated Service

Create Contact Payment

Update Contact

Notes

Create Product

Item Code

Notes

Active

Create Sales Quote

Create Stock Item

Item Code

Notes

Active

Update Product

Description

Item Code

Notes

Active

Update Sales Invoice

Date

Invoice Number Prefix

Invoice Number

Reference

Notes

Terms And Conditions

Sent

Update Service

Description

Item Code

Notes

Active

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Purchase Invoice

Find Product

Find Sales Quote

Find Stock Item

Find or Create Create Purchase Invoice

Find or Create Product

Item Code

Notes

Active

Find or Create Create Sales Quote

Find or Create Stock Item

Item Code

Notes

Active

Create Contact

Contact Middle Name

Contact Phone

Contact Street

Contact City

Contact Postcode

Contact Country Code

New Purchase Invoice

Updated Contact

New Sales Invoice

New Service

Updated Contact Payment

Updated Purchase Invoice

Updated Sales Quote

Updated Stock Item

Create Purchase Invoice

Create Customer

Notes

Credit Limit

Credit Term Days

Create Sales Invoice