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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "Add Contact to Customer" in WeQuote.

You’re connected!

Zapier seamlessly connects Sage Accounting and WeQuote, 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.

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
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
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Updated Product
Triggers when a product is updated.
Trigger
Polling
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
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Updated Service
Triggers when a service is updated.
Trigger
Polling
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- 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
- Quote ID
  Required
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
- Project ID
  Required
- Supplier ID
- Status
Trigger
Polling
Try It
List Product
List all products in an organisation
Trigger
Polling
Try It
- Quote ID
  Required
Trigger
Polling
Try It
List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
- Quote ID
  Required
- Area ID
- Product ID
  Required
- Quantity
  Required
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote ID
  Required
- Customer ID
  Required
- Quote Number
- Description
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer ID
  Required
- Contact ID
- Quote Number
- Description
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Write
- Purchase Order ID
  Required
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
- Account Number
Action
Search
- Quote ID
  Required
- Description
  Required
Action
Search
- Project ID
  Required
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- SKU
- Catalogue ID
Action
Search
- Purchase Order ID
  Required
Action
Search
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer ID
  Required
- Contact ID
- Description
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
Action
Search or write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
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
- Quote ID
  Required
Trigger
Polling
Try It
List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
Try It
- Purchase Order ID
  Required
Trigger
Polling
Try It
List Project
List the projects under your organisation
Trigger
Polling
Try It
List Subsystems
List all the subsystems in the organisation
Trigger
Polling
Try It
Purchase Order Created
Triggers when a PO is created
Trigger
Instant
Try It
Project Created
Triggers when a Project is created
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
Try It
- Customer ID
  Required
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Purchase Order ID
  Required
- Status
Action
Write
- Project ID
  Required
- Supplier ID
Action
Write
- Purchase Order ID
  Required
- Quantity
  Required
- SKU
- Manufacturer Name
- Model
- Description
  Required
- Unit Cost
- Received Quantity
Action
Write
- Purchase Order ID
  Required
- Blank Revision
Action
Write
- Purchase Order ID
  Required
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Search
- Quote ID
  Required
- Description
  Required
Action
Search
- Customer ID
  Required
- First Name
- Surname
Action
Search
- Project Number
- Description
  Required
Action
Search
- Description
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Customer ID
  Required
- First Name
- Surname
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Sage Accounting and WeQuote 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 Sage Accounting to WeQuote integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.