Connect DaySchedule and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
New Contact
New Resource
New Campaigns
New Short Link
New Team
On Event Started
Event Scheduled
On Event Canceled
Choose an Action
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Ready to use DaySchedule and SugarCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
New Resource
Trigger when new resouce is created .
New Campaigns
Trigger when new campaigns is created.
New Short Link
Trigger when new short link is created.
New Team
Trigger when new team is created.
Do thisActions
Action is the task that follows automatically within your DaySchedule integrations.
Create Contact
Creates a new contact in your DaySchedule account.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
List Bookings
Get a list of all bookings.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
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Frequently Asked Questions
To start, connect both your DaySchedule and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in DaySchedule triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how DaySchedule data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between DaySchedule and SugarCRM 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 DaySchedule and SugarCRM. 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.
About DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
