Connect SugarAI and Apex27
Integrate SugarAI with Apex27 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Apex27 when New Record Created in SugarCRM
Find Contact in Apex27 when New Record Created in SugarCRM
Find Listing in Apex27 when New Record Created in SugarCRM
Upload Image for Listing to Apex27 when New Record Created in SugarCRM
Upload Document for Listing to Apex27 when New Record Created in SugarCRM
Popular SugarAI + Apex27 flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarAI
When this happens...
New Record Created
Record Updated
Choose an action
Apex27
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
Create Contact in Apex27 when New Record Created in SugarCRM
Use this flowFind Contact in Apex27 when New Record Created in SugarCRM
Use this flowFind Listing in Apex27 when New Record Created in SugarCRM
Use this flowUpload Image for Listing to Apex27 when New Record Created in SugarCRM
Use this flowUpload Document for Listing to Apex27 when New Record Created in SugarCRM
Use this flowCreate Lead in Apex27 when New Record Created in SugarCRM
Use this flowCreate Contact Note in Apex27 when New Record Created in SugarCRM
Use this flowUpdate Contact Note in Apex27 when New Record Created in SugarCRM
Use this flowUpdate Lead in Apex27 when New Record Created in SugarCRM
Use this flowFind Contact By Email in Apex27 when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarAI and Apex27.
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.
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
New Lead
Triggers when a lead is created.
Update Lead
Triggers when a lead is updated.
Do thisActions
Action is the task that follows automatically within your SugarAI integrations.
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.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
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 SugarAI
SugarAI is an AI-driven CRM platform that helps you manage your sales, marketing, and customer support better
Learn more
About Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarAI and Apex27 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 SugarAI and Apex27 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 Apex27. No coding required.
Yes. You can set up a workflow where SugarAI triggers actions in Apex27, and a separate workflow where Apex27 triggers actions in SugarAI. 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 SugarAI and Apex27. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarAI and Apex27 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
