Connect Roma and SugarAI
Integrate Roma with SugarAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Roma + SugarAI flows
Start from a real workflow other teams are already running.
Choose a trigger
Roma
When this happens...
New Item
Updated Item
Updated Task Status
Deleted Item
New Automation Run Completed
Choose an action
SugarAI
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 Item in Roma
Use this flowUpdate Record In Any Module in SugarCRM when New Item in Roma
Use this flowFind or Create Record In Any Module in SugarCRM when New Item in Roma
Use this flowCreate Lead in SugarCRM when New Item in Roma
Use this flowUpdate Lead in SugarCRM when New Item in Roma
Use this flowDelete Lead in SugarCRM when New Item in Roma
Use this flowGet Leads from SugarCRM when New Item in Roma
Use this flowCreate Account in SugarCRM when New Item in Roma
Use this flowUpdate Account in SugarCRM when New Item in Roma
Use this flowDelete Account in SugarCRM when New Item in Roma
Use this flowSupported Triggers & Actions
Everything you can automate between Roma and SugarAI.
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Runs when an item (task, note or row) is created on your Roma lists, optionally only on chosen lists.
Updated Item
Runs when an item's title, due date, property or archived flag changes, optionally narrowed by field.
Updated Task Status
Runs when a task's status changes, optionally only when it moves to a chosen status.
Deleted Item
Runs when an item on your Roma lists goes into the trash, optionally only on chosen lists.
New Automation Run Completed
Runs when one of your Roma automations finishes a run, with its summary.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your Roma integrations.
Create Item
Create a task, note or row on a chosen Roma list.
Get Item
Get one item in full with its body, values and list.
Find Items
List and filter a list's items, or search the whole workspace by meaning or keyword.
Update Item
Update an item's title, body, property values, status, due date or flags.
Delete Item
Move one or more items to the Roma trash, where they stay recoverable for about 30 days.
Move Item
Move an item onto another Roma list, keeping its body, chat and history.
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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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 Roma
Roma is an AI task app for keeping lists, tasks, notes and automations, with an operator that helps do the work.
Learn moreSimilar apps
About SugarAI
SugarAI is an AI-driven 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 Roma and SugarAI 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 Roma and SugarAI 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 SugarAI. No coding required.
Yes. You can set up a workflow where Roma triggers actions in SugarAI, and a separate workflow where SugarAI triggers actions in Roma. 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 Roma and SugarAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Roma and SugarAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
