Sage Sales Management Action Automation For Workflows Documentation
Action: Search User by Email
1. User Email
Input Required: Provide the email address of the user you wish to search for.
Action: Search Branch by Name
1. Branch Name
Input Required: Provide the name of the branch you wish to search for.
Action: Create User
1. First Name
Input Required: Provide the user's first name.
2. Last Name
Input Required: Provide the user's last name.
3. Email
Input Required: Provide the user's email address.
4. Username
Input Required: Provide the user's username.
5. Password
Input Required: Provide the user's password.
6. Phone Ext ( +1 for US )
Input Required: Provide the user's phone extension code as per his/her country.
7. Phone Number
Input Required: Provide the user's phone number without the extension code.
8. Branch ID
Input Required: Provide the branch ID to associate with the user.
NB: Get the Branch ID by using the action Search Branch By Name.
Input Required: Specify the user's locale. The value must be one of the following: "ES", "EN", "US", "IT", "DE", "PT", "BR", "RU".
Action: Update User
1. User ID
Input Required: Provide the user ID of the user to be updated.
NB: Get the user ID by using the action Search User By Email
2. First Name
Input Required: Provide the first name of the user to update.
3. Last Name
Input Required: Provide the user's new last name.
4. Email
Input Required: Provide the user's new email address.
5. Username
Input Required: Provide the user's new username.
6. Password
Input Required: Provide the user's new password.
Action: Delete User
1. User ID
Input Required: Provide the user ID of the user to be deleted.
NB: Get the user ID by using the action Search User By Email.
Action: Search Account by Name
1. Account Name
Input Required: Provide the name of the account you wish to search for.
Action: Create Account
1. Account Name
Input Required: Provide the name of the account.
2. Branch ID
Input Required: Provide the ID of the branch associated with the account.
NB: Get the branch ID by using the action Search Branch By Name.
3. Email
Input Required: Provide the email address for the account.
4. Address
Input Required: Provide the address for the account.
5. User ID
Input Required: Provide the user ID of the user responsible for this account.
NB: Get the User ID by using the action Search User By Email
Action: Update Account
1. Account ID
Input Required: Provide the account ID of the account to be updated.
NB: Get the account ID by using the action Search Account By Name.
2. Account Name
Input Required: Provide the new account name.
3. Email
Input Required: Provide the new email address of the account.
4. Address
Input Required: Provide the new address of the account.
5. User ID
Input Required: Provide the user ID of the new user in charge of the account.
NB: Get the user ID by using the action Search User By Email.
Action: Delete Account
1. Account ID
Input Required: Provide the account ID of the account to be deleted.
NB: Get the account ID by using the action Search Account By Name.
Action: Search Contact by Email
1. Contact Email
Input Required: Provide the email address of the contact you wish to search for.
Action: Create Contact
1. Account ID
Input Required: Provide the account ID to be associated with this contact.
NB: Get the account ID by using the action Search Account By Name.
2. First Name
Input Required: Provide the contact's first name.
3. Last Name
Input Required: Provide the contact's last name.
4. Email
Input Required: Provide the contact's email address.
5. User ID
Input Required: Provide the user ID of the user responsible for this contact.
NB: Get the user ID by using the action Search User By Email.
Input Required: Provide the contact's city.
Input Required: Provide the contact's phone number.
Input Required: Provide the contact's address.
Action: Update Contact
1. Contact ID
Input Required: Provide the contact ID of the contact to be updated.
NB: Get the contact ID by using the action Search Contact By Email.
2. First Name
Input Required: Provide the contact's updated first name.
3. Last Name
Input Required: Provide the contact's updated last name.
4. City
Input Required: Provide the updated city of the contact.
5. Contact Address
Input Required: Provide the contact's new address.
6. Phone
Input Required: Provide the contact's updated phone number, including the country code.
7. Email
Input Required: Provide the contact's new email address.
Action: Delete Contact
1. Contact ID
Input Required: Provide the contact ID of the contact to be deleted.
NB: Get the contact ID by using the action Search Contact By Email
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