Connect SugarCRM and Signable
Integrate SugarCRM with Signable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find or Create Record In Any Module in SugarCRM when Send Envelope via Signable
Create Lead in SugarCRM when Cancel Envelope in Signable
Delete Lead in SugarCRM when Cancel Envelope in Signable
Delete Lead in SugarCRM when Envelope Reject in Signable
Delete Account in SugarCRM when Envelope Bounced in Signable
Popular SugarCRM + Signable 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
Signable
Automatically do this!
Send an Envelope using a Template
Find or Create Record In Any Module in SugarCRM when Send Envelope via Signable
Use this flowCreate Lead in SugarCRM when Cancel Envelope in Signable
Use this flowDelete Lead in SugarCRM when Cancel Envelope in Signable
Use this flowDelete Lead in SugarCRM when Envelope Reject in Signable
Use this flowDelete Account in SugarCRM when Envelope Bounced in Signable
Use this flowUpdate Lead in SugarCRM when Envelope Complete in Signable
Use this flowUpdate Account in SugarCRM when Envelope Complete in Signable
Use this flowDelete Account in SugarCRM when Envelope Failed in Signable
Use this flowUpdate Record In Any Module in SugarCRM when Widget Signer Verified in Signable
Use this flowGet Leads from SugarCRM when Envelope Sent in Signable
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Signable.
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.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
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 Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Signable 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 Signable 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 Signable. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Signable, and a separate workflow where Signable 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 Signable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Signable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
