Sugar CRM and Xero Practice Manager integrations and automations

Seamlessly connect Sugar CRM and Xero Practice Manager. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Sugar CRM
  • New record
    New record in SugarCRM
  • New/updated record
    New/updated record in SugarCRM

    • Any other trigger you can think up

Actions

Do this…

Sugar CRM
  • Bulk action
    Run multiple queries, e.g. creating a record and retrieving a record in SugarCRM
  • Create record
    Create record in SugarCRM
  • Custom action
    Custom action in SugarCRM
  • Delete record
    Delete record in SugarCRM
  • Get record details by ID
    Get details of specific record in SugarCRM
  • Get record details by sync key (external ID)
    Get details of specific record in SugarCRM
  • Get record by email address
    Get records by email address in SugarCRM
  • Search records
    Search records in SugarCRM
  • Update record
    Update record in SugarCRM
  • Upload file
    Upload a file in SugarCRM
  • Upsert record
    Upsert record in SugarCRM

    • Any other action you can think up

Xero Practice Manager
  • Custom action
    Custom action in Xero Practice Manager (Custom)
  • Create object
    Create object in Xero Practice Manager
  • Retrieve list of objects Batch
    List object in Xero Practice Manager
  • Update object
    Update object in Xero Practice Manager

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo