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Choose an Action

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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 "Intensive Visits" from SalesViewer.

Add your action

An action happens after the trigger—such as "Create Entity" in Sage Sales Management.

You’re connected!

Zapier seamlessly connects SalesViewer and Sage Sales Management, 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.

Intensive Visits
Triggers when a company visited your website for at least 30 seconds.
Trigger
Polling
Try It
Visits From New Companies
Triggers when a new lead visits your website.
Trigger
Polling
Try It
Visits From Favourite Companies
Triggers when a favourite company visits your website.
Trigger
Polling
Try It
Activity Updated
Triggers when an activity is updated.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It

New Calendar Item
Triggers when a new calendar item is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It

Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated.
Trigger
Instant
Try It
- Status
  Required
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- Owner
- Total
- Year
Action
Write
- Account ID
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account
- Type
- Owner
- Date
  Required
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
Action
Write
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account ID
  Required
- Name
- Branch
- Owner
- Type
- Segment
- Status
  Required
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Account ID
  Required
- Account
- Type
- Owner
- Date
  Required
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
Action
Write
- List
  Required
- Account ID
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Account ID
  Required
- Status
  Required
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- Reference
  Required
- Number
- Sales Forecast Date
- Owner
- Total
- Year
Action
Write
- User ID
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Name, Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Reference
  Required
Action
Search
- Opportunity External Id
  Required
Action
Search
- Name, Email or Phone
  Required
- Name
- Branch
- Owner
- Type
- Segment
- Status
  Required
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- External ID
  Required
- Name
- Branch
- Owner
- Type
- Segment
- Status
  Required
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Reference
  Required
- Owner
- Sales Probability
  Required
- Branch
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write
- Opportunity External Id
  Required
- Reference
  Required
- Owner
- Sales Probability
  Required
- Branch
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write

New Visits
Triggers when a visit has been detected on your website.
Trigger
Polling
Try It
Returning Visitors
Triggers when a company visited your website more than once.
Trigger
Polling
Try It
Sales Order Updated
Triggers when a sales order is updated.
Trigger
Instant
Try It
Calendar Item Updated
Triggers when a calendar item is updated.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Sales Order
Triggers when a new sales order is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
- List
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Write
- Account ID
  Required
- Name
- Branch
- Owner
- Type
- Segment
- Status
  Required
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Name
- Branch
- Owner
- Type
- Segment
- Status
  Required
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Write
- Task or Event
  Required
- Contact
- Subject
  Required
- Owner
- Start Date
  Required
- End Date
  Required
- Start Hour
  Required
- End Hour
  Required
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Type
- Completed
Action
Write
- Reference
  Required
- Owner
- Sales Probability
  Required
- Branch
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- Account ID
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Write
- Account ID
  Required
- Task or Event
  Required
- Contact
- Subject
  Required
- Owner
- Start Date
  Required
- End Date
  Required
- Start Hour
  Required
- End Hour
  Required
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Type
- Completed
Action
Write
- Account ID
  Required
- Reference
  Required
- Owner
- Sales Probability
  Required
- Branch
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Write
- List
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search
- Help
Action
Search
- Help
Action
Search
- Help
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- Email or Phone
  Required
Action
Search
- External ID
  Required
Action
Search
- Field Name
  Required
- Field Value
  Required
Action
Search
- List
  Required
- Field Name
  Required
- Field Value
  Required
- Description in Spanish
  Required
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Name
- Branch
- Owner
- Type
- Segment
- Status
  Required
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
Action
Search or write
- Email or Phone
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- External ID
  Required
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
Action
Search or write
- Field Name
  Required
- Field Value
  Required
- Reference
  Required
- Owner
- Sales Probability
  Required
- Branch
- Status
  Required
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1
  Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
Action
Search or write

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Connect SalesViewer and Sage Sales Management 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

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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

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Learn about AI automation

About SalesViewer

SalesViewer is a tool to identify your anonymous website visitors and redefines the way you think about new business development.

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Related categories

Marketing

About Sage Sales Management

Sage Sales Management is a mobile CRM that allows you to measure, analyse and improve your sales team’s performance.

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