Add SugarAI to Your Product
Give your customers access to SugarAI from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage SugarAI Integrations
Add SugarAI to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their SugarAI accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate SugarAI connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported SugarAI actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by SugarAI.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer SugarAI integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for SugarAI
What You Can Do with SugarAI
Explore available actions to let your product & agents interact with SugarAI.
- Create Record In Any ModuleCreates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
- Update Record In Any ModuleUpdates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
- Find or Create Record In Any ModuleFinds a record in selected module or creates a new one if none exists.
- Create LeadCreate a new lead in SugarCRM.
- Update LeadUpdate a lead using an ID, email address, or phone number.
- Delete LeadDelete a lead by ID, email, or phone.
- Get LeadsFetch all leads or search leads by name, email, or phone.
- Create AccountCreate a new account record.
- Update AccountFind an account by ID, name, email, or phone and update its fields (for example: name, phone, address, owner).
Respond to Events in SugarAI
Use triggers to let your product & agents respond to events from connected SugarAI accounts.
- New Record CreatedRuns when a new record is created in a selected module such as Leads, Contacts, or Tasks.
- Record UpdatedRuns when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
About SugarAI
SugarAI is an AI-driven CRM platform that helps you manage your sales, marketing, and customer support better
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding SugarAI to your product & agents
Find answers to common questions about integrating SugarAI into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate SugarAI into my product & agents?
You can use viaSocket to add SugarAI integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own SugarAI accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own SugarAI account.
Can I offer SugarAI integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect SugarAI with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with SugarAI and other supported services.
How do I execute actions in SugarAI?
Use viaSocket's supported actions and APIs to perform operations in connected SugarAI accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from SugarAI?
Yes. You can use supported triggers and webhooks to receive events from SugarAI and respond within your product & agents.
Bring SugarAI Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding