
When this happens...
Column Update Event
New Row Created
Record Updated
Record Deleted

Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a value in a selected table column is updated.
Runs when new row is added to your table
Runs when an existing record is updated in your table.
Runs when an existing record is deleted in your table.
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Action is the task that follows automatically within your viaSocket Table integrations.
Add a new row to the selected table using the provided fields and optional attachments.
Update fields on a specific table row.
Remove one or more rows from the selected table using comma-separated row IDs.
Return rows from a selected table — filter, limit, sort, and choose which fields to show.
Retrieves a list of all columns from a specified table.
Retrieve every row from the selected table.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your viaSocket Table and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how viaSocket Table data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between viaSocket Table and SugarCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between viaSocket Table and SugarCRM. 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.
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
Learn MoreSugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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