
When this happens...
New Record Created
Record Updated

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Action is the task that follows automatically within your SugarCRM integrations.
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Finds a record in selected module or creates a new one if none exists.
Creates a chart image or embeddable snippet and returns a link to it.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Webhook is like a real-time notification system between apps. Whenever something happens in one app—like a new comment or a purchase—a webhook sends a signal to another app, instantly letting it know about the event.
To start, connect both your SugarCRM and D3.Js accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in D3.Js (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in D3.Js. This includes choosing which data fields go into which fields of D3.Js, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and D3.Js typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SugarCRM and D3.Js. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn MoreD3.js is a powerful JavaScript library for producing dynamic, interactive data visualizations in web browsers. It leverages the full capabilities of modern web standards without being tied to a proprietary framework, combining powerful visualization components and a data-driven approach to DOM manipulation.
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