SAGE Bridge

Connected — Last sync: Loading...

Sync Diagnostics

Orders Synced — POs, Quotes, Invoices

Order Statuses — Production tracking

Presentations — Quotes & proposals

Active Users — Team members syncing

SAGE Orders

Every morning Brandflow reads these orders and your presentations and lines up personal notes from the rep: a next-day and one-week check on each presentation (and "keep it open or close it?" after a month), a nudge when a proof sits unapproved, a check-in after delivery, a heads-up before the same event next year, and a restock reminder for items clients order again and again. SAGE follow-ups in Sales CRM →

Doc ID	Type	PO #	Client	Salesperson	Date	Ship Date	In-Hands	Total	Status
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Companies from SAGE — Group: A DeZign Clients

Contacts from SAGE — Filed under their company

Waiting on you — Contacts SAGE lists at another company

SAGE automations —

How the link works

Every SAGE order, quote, invoice and presentation that syncs creates or updates the client in Brandflow, automatically. Companies are matched by SAGE client ID, then name, then email domain; if none match, the company is created. Everything from SAGE is added to the A DeZign Clients group. SAGE wins on address, contact name, phone and title. Company names are never renamed, and a contact SAGE lists at a different company waits below for you to confirm the move.
SAGE Connect has no client/CRM service on this account, so a contact that exists only in SAGE's CRM with no order or presentation yet can't be pulled — use Company Manager's CSV import for those.

Load clients from records already synced

Re-process all

New records link on their own. Run this once after deploying to link the orders and presentations already in Brandflow. Preview shows what would happen without changing anything (counts are estimates when one new company appears on many records).

Not run yet.

Contacts waiting on you

Contact	Now under	SAGE says	From
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Recent client activity

When	What	Company	Detail	From
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SAGE automations

SAGE events (new order, rush order, payment received, shipped, presentation viewed, due dates, ...) have been queued for months but nothing ever ran them. Turning this on runs any active automation whose trigger is a SAGE event — including ones that email clients or post to their Hub. Review them in Campaigns → Automations first. Events that arrive while this is off are skipped, not saved up.

Production Status Tracking

Order #	PO #	Expected Ship	Current Status	Latest Comments	Carrier	Tracking	Last Update
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Presentations & Quotes

Title	Client	Contact	Items	Feedback	Status	Last Updated
Loading presentations...

SAGE Team Credentials

Name	Login ID	Email	Auth Key	Role	Status	Actions
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API Rate Limits

Per User / Month 5,000 queries

Total Capacity 45,000 queries / month

Est. Monthly Usage ~11,000 auto sync schedule

Headroom ~34,000 for manual + webhooks

Sync History

No sync history yet

Sync logs will appear here after the first SAGE sync runs.

Bridge Configuration

SAGE Account Number

API Version

Sync Window (Days)

Full Sync Schedule

Quick Status Check

Due Date Scanner

Webhook Endpoint

URL (paste into SAGE Connect → Webhooks → Custom)

Health Check

Endpoint

Automation Events

These events fire automatically when SAGE data changes. Set up automations on the Automation page to respond.

sage_new_order

sage_order_status_change

sage_shipped

sage_new_files

sage_production_update

sage_due_date_approaching

sage_ship_date_approaching

sage_new_presentation

sage_presentation_viewed

sage_presentation_replied

sage_presentation_rejected

sage_client_feedback

SAGE Product Lookup

Look up any SAGE item by number to see full product specs, imprint areas, available colors, and dimensions. Results are cached to Firestore for use by the Proof Studio.

Item Number

Enter an item number above

Type a SAGE item number (e.g. 588) and press Enter or click Look Up