Connect SugarCRM and Joget to Build Intelligent Automations

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SugarCRM

When this happens...

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Joget

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record Created

New Record Created

Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.

Record Updated

Record Updated

Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.

New CRM Account

New CRM Account

Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.

Request a new Trigger for SugarCRM

Do thisActions

Action is the task that follows automatically within your SugarCRM integrations.

Create Record

Create Record

Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).

Update Record

Update Record

Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).

Find or Create Record

Find or Create Record

Finds a record in selected module or creates a new one if none exists.

App version list

App version list

Retrieves all version of an app.

List All Apps

List All Apps

Retrieve a list of all available apps.

List Published Userviews

List Published Userviews

Retrieve a list of published userviews for an app.

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Frequently Asked Questions

How do I start an integration between SugarCRM and Joget?

To start, connect both your SugarCRM and Joget accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Joget (or vice versa).

Can we customize how data from SugarCRM is recorded in Joget?

Absolutely. You can customize how SugarCRM data is recorded in Joget. This includes choosing which data fields go into which fields of Joget, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SugarCRM and Joget?

The data sync between SugarCRM and Joget typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SugarCRM to Joget?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SugarCRM and Joget?

Yes, you can set conditional logic to control the flow of data between SugarCRM and Joget. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

SugarCRM

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

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Joget

About Joget

Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.

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