Connect SugarCRM and JobNimbus
Integrate SugarCRM with JobNimbus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Activities from JobNimbus when New Record Created in SugarCRM
Create Task in JobNimbus when New Record Created in SugarCRM
Update Job in JobNimbus when New Record Created in SugarCRM
Delete Contact in JobNimbus when New Record Created in SugarCRM
Delete Job in JobNimbus when New Record Created in SugarCRM
Popular SugarCRM + JobNimbus 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
JobNimbus
Automatically do this!
Create Contact
List All Contacts
Create Job
Find Contact by ID
List All Jobs
List All Tasks
List All Activities
List All Products
List All Estimates
List All Invoices
List All Payments
List All Users
Create Attachment
Update Task
Create Task
Create Activity
Create Product
Create a File Type
Create a Task Type
Update Job
Delete Contact
Delete Job
Delete Task
List All Activities from JobNimbus when New Record Created in SugarCRM
Use this flowCreate Task in JobNimbus when New Record Created in SugarCRM
Use this flowUpdate Job in JobNimbus when New Record Created in SugarCRM
Use this flowDelete Contact in JobNimbus when New Record Created in SugarCRM
Use this flowDelete Job in JobNimbus when New Record Created in SugarCRM
Use this flowDelete Task in JobNimbus when New Record Created in SugarCRM
Use this flowList All Invoices from JobNimbus when Record Updated in SugarCRM
Use this flowCreate Task in JobNimbus when Record Updated in SugarCRM
Use this flowUpdate Job in JobNimbus when Record Updated in SugarCRM
Use this flowDelete Contact in JobNimbus when Record Updated in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and JobNimbus.
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.
Task Created Modified or Deleted
Trigger when a new task is created, modified or deleted.
New Estimate
Trigger when New Estimate is created.
Invoice Sent
Trigger when a invoice status is changed to sent.
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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From idea to automation.
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 SugarCRM
SugarCRM is an online 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 SugarCRM and JobNimbus 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 JobNimbus 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 JobNimbus. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in JobNimbus, and a separate workflow where JobNimbus 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 JobNimbus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and JobNimbus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
