Sage, ready to run.
The Sage integration reads the ledger a decision needs to see. Floowed pulls the contact, the invoices and the payment history, checks them against your rules, and records the outcome back in Sage.
What it does.
What Floowed reads from Sage
- Contacts, both customers and suppliers
- Sales invoices, purchase invoices and credit notes
- Payments and receipts, and what each was allocated against
- Ledger accounts and the analysis you post against
What it writes back
- A new or updated contact, with its credit limit and credit days (not on Sage Accounting Start)
- Contact details and notes corrected from what the documents actually said
- A credit note or an invoice, where the decision creates one
- The supporting file, attached to a purchase invoice or purchase credit note
Sage is not one integration. Sage Accounting, Sage Intacct and Sage 200 are different APIs with different ways of signing in. This page describes Sage Accounting on API v3.1, which covers the UK, Ireland and Canada; other regions run on older, region-specific versions. The API also follows the connecting user's access rights, so connect with a user who can see the areas the case needs. Tell us which Sage you run and where, and we will scope the right one.
A trade account application, from request to credit limit in Sage.
- Gather
A new customer applies for a trade account by email to the credit mailbox in Gmail. Floowed opens a case, checks Sage for an existing contact and pulls a company report from Creditsafe.
- Interpret
Floowed reads the application form, the trade references and the latest accounts, scanned or native, and compares the company details with the registry data.
- Chase
A trade reference that has not replied gets a reminder by email. The sales owner is asked in Slack or the Floowed Dashboard for the expected monthly volume.
- Decide
Your credit rules run in the deterministic policy engine and set the limit and terms. An application outside them goes to the credit controller to decide.
- Act
Floowed creates the contact in Sage with its credit limit, credit days and a note on the decision, and updates the company record in HubSpot.
Used in the same case
The connection, in detail.
How it connects.
- 1
Connect Sage
Using OAuth 2.0 authorization code flow, with PKCE supported; the business is chosen per request. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
Questions
Does Floowed integrate with Sage?
Yes. The Sage integration connects to Sage Accounting over OAuth 2.0 across contacts, sales and purchase invoices, credit notes, payments and bank transactions.
How does the Sage integration connect?
Through Sage's OAuth 2.0 sign-in against your business, with the readonly or full_access scope. If you run Intacct or Sage 200 instead, the API is different, so we scope that with you.
What can Floowed do with Sage data?
It reads payment behavior and exposure out of the ledger, combines that with the documents and anything else the decision needs, and records the outcome on the contact, including a credit limit and credit days where your subscription supports them.
Do I need to build anything to use it?
No. Describe the operation in the Floowed Dashboard, Slack or Microsoft Teams, connect Sage, and set your rules and the point at which a person still decides.
Is my Sage data secure?
Access is granted through Sage's sign-in, is limited by the connecting user's rights, and can be revoked at any time. Every case keeps a full record: what was read, who was asked, which rule decided it and what was written where.
What does the Sage integration cost?
Nothing extra. Integrations are included, and you pay for the work Floowed does on a case. Start free with $80 of credits, no card and no sales call.
Start with Sage. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.