Connect SugarCRM and Robocorp
Integrate SugarCRM with Robocorp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Assets in Robocorp when New Record Created in SugarCRM
Create Assistant in Robocorp when New Record Created in SugarCRM
Search Assistants from Robocorp when New Record Created in SugarCRM
Search Assets using Robocorp when New Record Created in SugarCRM
Delete Asset in Robocorp when New Record Created in SugarCRM
Popular SugarCRM + Robocorp 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
Robocorp
Automatically do this!
Create Assets
Create Assistant
Create Asset Upload
Search Assistants
Search Processes
Search Assets
Delete Asset
Create New Task Package
Create work item
Create Assets in Robocorp when New Record Created in SugarCRM
Use this flowCreate Assistant in Robocorp when New Record Created in SugarCRM
Use this flowSearch Assistants from Robocorp when New Record Created in SugarCRM
Use this flowSearch Assets using Robocorp when New Record Created in SugarCRM
Use this flowDelete Asset in Robocorp when New Record Created in SugarCRM
Use this flowCreate New Task Package in Robocorp when New Record Created in SugarCRM
Use this flowCreate work item in Robocorp when New Record Created in SugarCRM
Use this flowCreate Assets in Robocorp when Record Updated in SugarCRM
Use this flowCreate Assistant in Robocorp when Record Updated in SugarCRM
Use this flowSearch Assistants from Robocorp when Record Updated in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Robocorp.
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.
Process Run completed
Triggers when a process run is completed.
Process Run Unresolved
Triggers when a process run is Unresolved.
Process Run Started
Triggers when a process run is started.
Assistant created
Trigger when a Assistant created.
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 Robocorp
Robocorp is a leading platform in the field of robotic process automation (RPA), providing tools and solutions to automate repetitive tasks and workflows. It empowers businesses to enhance productivity and efficiency by leveraging advanced automation technologies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Robocorp 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 Robocorp 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 Robocorp. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Robocorp, and a separate workflow where Robocorp 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 Robocorp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Robocorp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
