In this article, the users will learn what Zapier is, how it connects to and works with Sage Accounting, how users can "Integrate Zapier with Sage" accounting software, and how they can create a ‘zap’.

This article has been compiled for users who are trying to understand all about Zapier. Before users can get into integrate Zapier with Sage software, users must understand what Zapier is and what it does.

How Zapier Works with Sage

The integration of Zapier with Sage Accounting makes life easy for people trying to introduce some automation into their businesses. The best thing about the integration is that the Zapier tool does repetitive tasks for the users so that the users can focus on things like growth in their businesses, revenue, etc.

Users can connect Sage Accounting with thousands of other apps, like Woo-commerce integrated with Sage 50, Shopify,Salesforce with Sage 50, HubSpot, Amazon with Sage 50, and Stripe. As with this, you can also integrate Zapier with Sage accounting software. Zapier also improves the general workflow through its automated processes, and this means that users also do not need to worry about things like making payments, creating invoices, and creating customers, products, quotes, and services.

Alternatively, users can create contact payments, purchase invoices, customers, products, services, stock items, and more in Sage Accounting whenever trigger events happen in the other applications that the users use the most.

Tips to Set up Zaps to Integrate Zapier with Sage

The process of setting up Zapier and creating a Zap is a rather straightforward process that does not require the users to know any type of specific technical knowledge or coding at all. Users can just follow the steps that are mentioned below if they wish to achieve the integration of Zapier with Sage accounting.

What is Zap

Before the user can dive into the process of integrating Zapier with Sage Accounting, however, the user needs to know what a ‘zap’ actually is. In simple words, a ‘zap’ is the connector that connects the Sage Accounting application to the application that the user wants to establish the connection with.

A Zap typically has two parts

  • The first part is known as a ‘Trigger’. The trigger application is responsible for beginning the process of the integration, and it is also responsible for sending those records that were either created or updated right at that moment.
  • The second part is known as an ‘Action’.

Once the user has taken care of the aforementioned things, they can simply go ahead and follow the steps mentioned below that describe how users can create a zap and how they can set up the action application.

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