Connect SugarCRM and Fakturoid
Integrate SugarCRM with Fakturoid to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Fakturoid when New Record Created in SugarCRM
Create Subject in Fakturoid when New Record Created in SugarCRM
Get Subject from Fakturoid when New Record Created in SugarCRM
Update Invoice in Fakturoid when New Record Created in SugarCRM
Get Invoice from Fakturoid when New Record Created in SugarCRM
Popular SugarCRM + Fakturoid flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarCRM
When this happens...
New Record Created
Record Updated
Choose an action
Fakturoid
Automatically do this!
Create Invoice
Create Subject
Get Subject
Update Invoice
Get Invoice
Delete Invoice
Create Payment
Delete Invoice Payment
Create Gererator
Update Gererator
Get Gererator
Delete Gererator
Create Recurring Generators
Update Recurring Generators
Activate Recurring Generator
Pause Recurring Generator
Get Recurring Generator
Delete Recurring Generator
Todo Toggle Completion
Create Invoice in Fakturoid when New Record Created in SugarCRM
Use this flowCreate Subject in Fakturoid when New Record Created in SugarCRM
Use this flowGet Subject from Fakturoid when New Record Created in SugarCRM
Use this flowUpdate Invoice in Fakturoid when New Record Created in SugarCRM
Use this flowGet Invoice from Fakturoid when New Record Created in SugarCRM
Use this flowDelete Invoice in Fakturoid when New Record Created in SugarCRM
Use this flowCreate Payment in Fakturoid when New Record Created in SugarCRM
Use this flowDelete Invoice Payment in Fakturoid when New Record Created in SugarCRM
Use this flowCreate Gererator in Fakturoid when New Record Created in SugarCRM
Use this flowUpdate Gererator in Fakturoid when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Fakturoid.
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.
Do thisActions
Action is the task that follows automatically within your SugarCRM 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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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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
About Fakturoid
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Fakturoid 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 SugarCRM and Fakturoid 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 Fakturoid. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Fakturoid, and a separate workflow where Fakturoid triggers actions in SugarCRM. 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 SugarCRM and Fakturoid. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Fakturoid integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
