Sage MRPeasy

When get sites in MRPeasy, sync it to Sage Accounting.

When site data is retrieved from MRPeasy, sync financial and location details to Sage Accounting.

Try:

See all Sage + MRPeasy integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Sage Explore Sage →

Triggers
New invoice created

Fires when a new invoice is created in Sage.

Payment received

Fires when a payment is recorded in Sage.

Invoice overdue

Fires when an invoice in Sage passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Sage.

Actions
Create invoice

Creates a new invoice in Sage.

Record payment

Records a payment against an invoice in Sage.

Create expense

Creates a new expense entry in Sage.

Sync customer record

Syncs a customer's billing record in Sage.

MRPeasy Explore MRPeasy →

Triggers
New task created

Fires when a new task, job or item is created in MRPeasy.

Task completed

Fires when a task in MRPeasy is marked complete.

Due date approaching

Fires when a task's due date in MRPeasy is coming up.

Status changed

Fires when a task, job or project changes status in MRPeasy.

Actions
Create task

Creates a new task, job or item in MRPeasy.

Update task

Updates a task's status or assignee in MRPeasy.

Add comment

Posts a comment on a task in MRPeasy.

Assign task

Assigns a task in MRPeasy to a team member.

Generate invoices when project milestones finish When a task is completed in MRPeasy, automatically create an invoice in Sage so billing occurs immediately without delay. See details
Move project tasks when invoices become overdue When an invoice is marked overdue in Sage, automatically move the associated project task in MRPeasy to an on-hold stage. See details
Add task notes when client payments are received When a payment is received in Sage, automatically add a comment to the client task in MRPeasy confirming payment receipt. See details

See all Sage + MRPeasy integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “When get sites in MRPeasy, sync it to Sage Accounting.” between Sage and MRPeasy?

Yes — describe it in the box above and Knit's Integrations Agent researches Sage and MRPeasy's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting MRPeasy with Sage help our finance team?

It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.

Can payment updates in Sage alter project tasks in MRPeasy?

Yes, when a payment is received or an invoice becomes overdue in Sage, you can automatically move or update tasks in MRPeasy.

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