Connect SugarCRM and Ora
Integrate SugarCRM with Ora to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SugarCRM + Ora 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
Ora
Automatically do this!
Create List
Create Comment
Add Member to Card
Create Schedule
Find Task
Find Member
Create Organization
Update Organization
Create Folder
Update Folder
Create Timer
Create Project
Update Project
Create Task
Update Timer
Move task
Delete Organization
Delete Folder
Archive Folder
Update List
Delete List
Delete Project
Create List in Ora when New Record Created in SugarCRM
Use this flowCreate Comment in Ora when New Record Created in SugarCRM
Use this flowAdd Member to Card in Ora when New Record Created in SugarCRM
Use this flowCreate Schedule in Ora when New Record Created in SugarCRM
Use this flowFind Task in Ora when New Record Created in SugarCRM
Use this flowFind Member in Ora when New Record Created in SugarCRM
Use this flowCreate Organization in Ora when New Record Created in SugarCRM
Use this flowUpdate Organization in Ora when New Record Created in SugarCRM
Use this flowCreate Folder in Ora when New Record Created in SugarCRM
Use this flowUpdate Folder in Ora when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Ora.
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 Comment Added to Task
Triggers when a new comment is added to task.
New Task
Triggers when a new task is added.
New Assignee Added to Task
Triggers when a new assignee is added to task.
Task Update
Triggers when an existing task is updated in Ora.
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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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
About Ora
Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Ora 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 Ora 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 Ora. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Ora, and a separate workflow where Ora 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 Ora. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Ora integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
