Connect Elasticsearch and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Elasticsearch
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your Elasticsearch integrations.
Create Document
Creates a document in Elasticsearch using the index name specified inside the document.
Bulk Add Documents to an index
add many documents in one go
Delete Index
delete an index
Create Index
create an index
Fuzzy Search
fuzzy search
Update Document
update a doc
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Frequently Asked Questions
To start, connect both your Elasticsearch and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Elasticsearch triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Elasticsearch 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 Elasticsearch 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 Elasticsearch 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 Elasticsearch
Elasticsearch is a powerful, open-source search and analytics engine built on Apache Lucene. It is designed for horizontal scalability, real-time search, and support for multi-tenant environments.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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