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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 "Engagement Received" from Taplio.

Add your action

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

You’re connected!

Zapier seamlessly connects Taplio 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.

Engagement Received
Triggers when someone likes or comments one of your post. Data are updated on Taplio's side a few times per day.
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

Post Published
Triggers when a post is published by Taplio.
Trigger
Instant
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

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Connect Taplio 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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Create more impactful campaigns with automation

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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 Taplio to Sage Sales Management integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Taplio

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About Sage Sales Management

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