Connect Flow and SugarCRM
Integrate Flow with SugarCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Flow + SugarCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Flow
When this happens...
New Task
Task Completed
New Project
Choose an action
SugarCRM
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
Create Record In Any Module in any module of SugarCRM when New Task in Flow
Use this flowUpdate Record In Any Module in SugarCRM when New Task in Flow
Use this flowFind or Create Record In Any Module in SugarCRM when New Task in Flow
Use this flowCreate Lead in SugarCRM when New Task in Flow
Use this flowUpdate Lead in SugarCRM when New Task in Flow
Use this flowDelete Lead in SugarCRM when New Task in Flow
Use this flowGet Leads from SugarCRM when New Task in Flow
Use this flowCreate Account in SugarCRM when New Task in Flow
Use this flowUpdate Account in SugarCRM when New Task in Flow
Use this flowDelete Account in SugarCRM when New Task in Flow
Use this flowSupported Triggers & Actions
Everything you can automate between Flow and SugarCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
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 Flow integrations.
Create Task
Creates a new task in GetFlow Account.
list task
get a task in flow.
Get List
get a List in flow.
List workspaces
get a workspaces in flow.
List memberships
get a memberships in flow.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Flow
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn moreSimilar apps
About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Flow and SugarCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Flow and SugarCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SugarCRM. No coding required.
Yes. You can set up a workflow where Flow triggers actions in SugarCRM, and a separate workflow where SugarCRM triggers actions in Flow. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Flow and SugarCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Flow and SugarCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
