Connect Zapier to Sage CRM

What Sage events trigger the webhook

• deal_created — a new deal is added to the pipeline
• stage_changed — a deal is moved to a different stage
• contact_created — a new contact is added (including from AI chat)
• deal_updated — a deal's status, priority, or close date changes
• note_added — a note or call log is added to a deal

Each payload includes the event type, timestamp, workspace ID, and the relevant entity data (deal title, contact name, stage name, etc.).

What you'll need

• An Appalix account on the Pro plan or above
• A Zapier account — Starter plan or above (Catch Hook requires a paid Zapier plan)

Step 1 — Create a Catch Hook in Zapier

1. Log in to Zapier and click + Create Zap.
2. In the trigger section, search for Webhooks by Zapier and select it.
3. Choose Catch Hook as the trigger event and click Continue.
4. Zapier will generate a unique webhook URL — for example:
   https://hooks.zapier.com/hooks/catch/123456/abcdef/
5. Click Copy to copy the URL. Leave this Zapier tab open.

Step 2 — Paste the URL into Sage

1. In Appalix, go to Sage → Integrations.
2. Under the Automation section, find the Zapier card and click Connect.
3. Paste your Catch Hook URL into the Webhook URL field.
4. Click Save & Connect.

Step 3 — Test the webhook

1. In Sage, trigger an event — for example, move a deal to a different pipeline stage.
2. Back in Zapier, click Test trigger. You should see the payload from Sage, including event_type, payload, and workspace_id.
3. Click Continue with selected record.

Step 4 — Add your action app

Now add the action you want to trigger. Popular choices:

• Slack — send a message to your #sales channel when a deal is won
• Google Sheets — append a row whenever a new contact is added
• Gmail / Outlook — send a follow-up email when a deal reaches Proposal stage
• Pipedrive / Salesforce — mirror deals into a secondary CRM
• Notion / Airtable — log pipeline activity to a dashboard

Add a Filter step to only continue for specific event_type values if you only want to trigger on certain Sage events.

Frequently asked questions