Onboard and Sugar CRM integrations and automations

Seamlessly connect Onboard and Sugar CRM. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Triggers

When this happens…

Onboard

New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Map Updated
Map Updated
New or Updated Map Task
Triggers when a Map Task is created or updated.
New Map
Triggers when a new Map is created.

Any other trigger you can think up

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…

Onboard

Create Customer
Creates a customer.
Create Map
Creates a Map.
Delete Customer
Delete Customer
Delete Map
Delete Map
Delete Map Task
Delete Map Task
List Customers
List of client customers.
Post Discussion Message
Posts a discussion a message in the given task.
Find Map Task
Find Map Tasks by Name.
Update Map
Update Map
Update Map Task
Update Map Task

Any other action you can think up

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

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