Full list

Supported Triggers & Actions

Everything you can automate between SugarCRM and Order Desk.

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 Order

New Order

Triggers when a new order is created in OrderDesk.

Request a new Trigger for SugarCRM

Do thisActions

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

Create Record In Any Module

Create Record In Any Module

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

Update Record In Any Module

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

Find or Create Record In Any Module

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

Create Lead

Create Lead

Create a new lead in SugarCRM.

Update Lead

Update Lead

Update a lead using an ID, email address, or phone number.

Delete Lead

Delete Lead

Delete a lead by ID, email, or phone.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations SugarCRM
SugarCRM + Order Desk
SugarCRM logo

About SugarCRM

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

Learn more
Integrations Order Desk
Order Desk + SugarCRM
Order Desk logo

About Order Desk

Order Desk is a powerful order management system designed to streamline your e-commerce operations. It allows you to manage, process, and fulfill orders from multiple sales channels in one centralized platform.

Learn more

Frequently Asked Questions

How do I connect SugarCRM and Order Desk?

Sign up for a free viaSocket account, then authorize both your SugarCRM and Order Desk 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between SugarCRM and Order Desk as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from SugarCRM to Order Desk?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Order Desk. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where SugarCRM triggers actions in Order Desk, and a separate workflow where Order Desk triggers actions in SugarCRM. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between SugarCRM and Order Desk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire SugarCRM and Order Desk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.