Create new customers or update existing ones in Sage from new accounts in Salesforce
Create new customers or update existing ones in Sage from new accounts in Salesforce
Get this template
Apps used in template
About
If you want to keep your accounts in Salesforce synced with your Sage Business Cloud Accounting app, this scenario is what you need. If the customer already existing in Sage, the details will just be updated preventing any duplications.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Completes or aborts a job.
Creates a contact payment.
Creates a new customer contact.
Creates a new bulk data job.
Creates a new product.
Creates a new purchase invoice.
Creates a new record in an object.
Creates a new sales invoice.
FAQ
See Make in action
See how Make works
Trusted by 200,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."