
When this happens...

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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
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When this happensTriggers
A trigger is an event that starts a workflow.
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 Webex Interact integrations.
Create a contact list to organize recipients for campaigns.
Retrieve the senders available in your account (supports pagination).
Delete a contact list.
Create a short link to a webpage with optional click tracking and tags.
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).

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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 Webex Interact and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Webex Interact triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Webex Interact 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 Webex Interact 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 Webex Interact 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.
Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.
Learn MoreSugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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