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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Test

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Document Fully Approved" from Concord CLM.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects Concord CLM and Sage Accounting, automating your workflow.

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.

Document Fully Approved
Triggers when a document is fully approved.
Trigger
Instant
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Signature Provided
Triggers when a participant e-signed the document.
Trigger
Instant
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- Concord Organization
  Required
- Concord Template
  Required
- Document Title
  Required
- Share with people
- Invitation subject (1 to 120 characters)
- Invitation message (3 to 4000 characters)
Action
Write
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
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New Service
Triggers when a new service is created.
Trigger
Polling
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Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
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Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- 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
- Date
  Required
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice_number
Action
Search
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Quote_number
Action
Search
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice_number
Action
Search or write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote_number
Action
Search or write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

Document Expired
Triggers when a document is expired.
Trigger
Instant
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Document Fully Signed
Triggers when document has been signed by all parties.
Trigger
Instant
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New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- 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
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  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
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice_number
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Concord CLM 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Concord CLM to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Concord CLM

Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.

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Related categories

Signatures

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.