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A trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
When Following triggers are available for Sage One is the Source application, the following triggers are available:at Source.
| Trigger Name | Description |
|---|---|
All Bank Accounts | Extracts all bank accounts. |
New or Updated Contact | Triggers when a new contact is added or an existing contact is updated. |
All Contacts | Extracts all contacts. |
New or Updated Expense | Triggers when a new expense is created or an existing expense is updated. |
All Expenses | Extracts all expenses. |
| New or Updated Income | Triggers when a new income is created or an existing income is updated. |
All Incomes | Extracts all incomes. |
All Ledger Accounts | Extracts all ledger accounts. |
New or Updated Product | Triggers when a new product is created or an existing product is updated. |
All Products | Extracts all products. |
New or Updated Purchase Invoice | Triggers when a new purchase invoice is created or an existing purchase invoice is updated. |
All Purchase Invoices | Extracts all purchase invoices. |
All Purchase Credit Notes | Extracts all purchase credit notes. |
New or Updated Sales Invoice | Triggers when a new sales invoice is created or an existing sales invoice is updated. |
All Sales Invoices | Extracts all sales invoices. |
All Services | Extracts all services. |
All Tax Rates | Extracts all tax rates. |
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An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down list.
When Sage One is the destination application, the following Following actions are available :for Sage One at Destination.
| Action Name | Description |
|---|---|
Create Bank Account | Creates a new Bank Account. |
Update Bank Account | Updates an existing bank account. |
Delete Bank Account | Delete an existing account. |
Create Contact | Creates a new contact. |
| Update Contact | Updates an existing contact. |
Delete Contact | Deletes an existing contact. |
Create Expense | Creates a new expense. |
Update Expense | Updates an existing expense. |
| Delete Expense | Deletes an existing expense. |
| Create Income | Creates a new income. |
| Update Income | Updates an existing income. |
| Delete Income | Deletes an existing income. |
| Create Product | Creates a new product. |
| Update Product | Updates an existing product. |
| Delete Product | Deletes an existing product. |
| Create Purchase Credit Note | Creates a new purchase credit note. |
| Delete Purchase Credit Note | Deletes an existing purchase credit note. |
| Create Purchase Invoice | Creates a new purchase invoice. |
| Update Purchase Invoice | Updates an existing purchase invoice. |
| Delete Purchase Invoice | Deletes an existing purchase invoice. |
| Create Sales Invoice | Creates a new sales invoice. |
| Update Sales Invoice | Updates an existing sales invoice. |
Delete Sales Invoice | Deletes an existing sales invoice. |
Create Service | Creates a new service. |
Update Service | Updates an existing service. |
Deletes Service | Deletes an existing service. |
Create Tax Rate | Creates a new tax rate. |
Update Tax Rate | Creates an existing tax rate. |
Delete Tax Rate | Deletes an existing tax rate. |
| Create Sales Quote | Creates a new sales quote. |
| Update Sales Quote | Updates an existing sales quote. |
| Delete Sales Quote | Deletes an existing sales quote. |