
When this happens...
New Objective
New Item

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 new objective is created in Weekdone.
Trigger when new item is created.
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 Weekdone integrations.
Creates a new objective in Weekdone.
Updates an existing objective in Weekdone.
Get all existing items
Create a New Item.
Get all Objectives
Update item

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To start, connect both your Weekdone and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Weekdone 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 Weekdone 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 Weekdone 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.
Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.
Learn MoreSugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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