Input Connector Nodes
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      Sage Connector

      The Sage connector node in Rayven.io provides robust automation for managing contacts and contact people in your accounting system

      The Sage connector node in Rayven.io allows you to integrate Sage’s accounting and contact management capabilities into your workflows. Automate the retrieval and updating of contact and contact person records, ensuring seamless synchronization between Sage and other systems for enhanced business operations.

      Setting up the Sage Connector in Rayven.io

      1. Create a Sage Developer Account and API Key:

        • Sign up or log in to your Sage Developer Account at Sage.
        • Enable the Sage Accounting API in your Sage project.
        • Generate your API credentials, including the client ID, secret, and access token.

      2. Add Sage Credentials to Rayven.io:

        • In Rayven.io, go to Settings > Credentials.
        • Add your Sage API credentials, including the client ID, client secret, and access token, to establish the connection.

      Available Sage Operations in Rayven.io

      Below are the pre-configured endpoints available for Sage within Rayven.io workflows.

      Input Operations:

      1. Returns All Contacts
        Endpoint: Get All Contacts
        Description: Retrieve a list of all contacts from your Sage Accounting system.
        Usage: Use this node to fetch contact data dynamically for reporting or synchronization with other systems.

      2. Returns a Contact
        Endpoint: Get a Contact
        Description: Retrieve details of a specific contact by ID.
        Usage: Use this node to view contact details in real-time or validate customer data.

      3. Returns All Contact People
        Endpoint: Get All Contact People
        Description: Retrieve a list of contact persons associated with contacts.
        Usage: Use this node to extract contact person details for CRM or customer service automation.

      4. Returns a Contact Person
        Endpoint: Get a Contact Person
        Description: Retrieve details of a specific contact person by ID.
        Usage: Use this node to automate the retrieval of contact person data for reporting or notifications.

      Output Operations:

      1. Updates a Contact
        Endpoint: Update a Contact
        Description: Update details of an existing contact in Sage Accounting.
        Usage: Use this node to automate contact updates based on external triggers (e.g., changes in a CRM system).

      2. Updates a Contact Person
        Endpoint: Update a Contact Person
        Description: Modify details of a specific contact person.
        Usage: Use this node to keep contact person information up to date automatically.

      Using the Sage Connector in Rayven.io Workflows

      1. Create a New Workflow:

        • Navigate to Workflows in Rayven.io and click Create Workflow.

      2. Add Sage Nodes:

        • Drag and drop the Sage Input or Output Nodes into your workflow.

      3. Configure the Nodes:

        • For Returns All Contacts, specify any filters if needed.
        • For Update a Contact, provide the Contact ID and updated details (e.g., phone number, address).
        • For Returns a Contact Person, enter the Contact Person ID to retrieve the relevant data.

      4. Incorporate Triggers and Business Logic:

        • Use triggers to run workflows based on business events (e.g., update a contact when customer details change).
        • Apply logic nodes to filter or group contact data for further processing.

      5. Push Data to Dashboards or External Systems:

        • Use visualization nodes to display contact data on Rayven dashboards.
        • Send notifications or alerts based on contact data changes (e.g., notify the sales team when a contact is updated).

      Example Use Case: Automated Contact Synchronization

      Scenario: Synchronize customer contact data between Sage and a CRM system.

      1. Workflow Setup:

        • Use the Returns All Contacts Node to fetch contacts from Sage.
        • Apply logic nodes to compare Sage contact data with CRM records.
        • Use the Update Contact Node to update contact information in Sage automatically.

      2. Customer Service Workflow:

        • Use the Returns a Contact Person Node to fetch contact person details for customer inquiries.
        • Display the retrieved contact data on a dashboard for the customer service team.

      HTTP Node for Additional Sage Operations

      If your required Sage operation is not pre-configured, use the HTTP Node in Rayven.io to call any Sage API endpoint directly.

      Steps:

      1. Add an HTTP Node to your workflow.
      2. Select Authentication > Predefined Credential Type and choose Sage.
      3. Provide the API endpoint, headers, and request body as required.

      Refer to the Sage API Documentation for more information on available operations.

      Conclusion

      The Sage connector node in Rayven.io provides robust automation for managing contacts and contact people in your accounting system. With pre-configured nodes for retrieving and updating records, you can streamline processes and keep data synchronized between Sage and other systems.

      For further customization, explore:

      If you need assistance with setup or further functionality, contact our support team for help.