Connect Joget and SugarCRM to Build Intelligent Automations

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Joget

When this happens...

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SugarCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New CRM Account

New CRM Account

Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.

New Record Created

New Record Created

Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.

Record Updated

Record Updated

Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.

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Do thisActions

Action is the task that follows automatically within your Joget integrations.

App version list

App version list

Retrieves all version of an app.

List All Apps

List All Apps

Retrieve a list of all available apps.

List Published Userviews

List Published Userviews

Retrieve a list of published userviews for an app.

List Published processes

List Published processes

Return all published app processes available in the Joget instance.

List forms of an specific App

List forms of an specific App

Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.

List CRM Accounts

List CRM Accounts

Retrieve a list of completed processes from the configured Joget Cloud instance.

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Frequently Asked Questions

How do I start an integration between Joget and SugarCRM?

To start, connect both your Joget and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Joget triggers actions in SugarCRM (or vice versa).

Can we customize how data from Joget is recorded in SugarCRM?

Absolutely. You can customize how Joget 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.

How often does the data sync between Joget and SugarCRM?

The data sync between Joget and SugarCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Joget to SugarCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Joget and SugarCRM?

Yes, you can set conditional logic to control the flow of data between Joget 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.

Joget

About Joget

Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.

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SugarCRM

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

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