Do everything in one place
Customize your Procore and Sugar CRM integration with the following
triggers and actions.
Triggers
When this happens…
Procore
- New event Real-timeNew events in Procore
- New recordNew record in Procore
- New/updated recordNew or updated record in Procore
Any other trigger you can think up
Sugar CRM
- New recordNew record in SugarCRM
- New/updated recordNew/updated record in SugarCRM
Any other trigger you can think up
Actions
Do this…
Procore
- Add record to projectAdd record to project in Procore
- Create recordCreate record in Procore
- Custom actionCustom action in Procore
- Delete recordDelete record in Procore
- Get record details by IDGet record details by ID in Procore
- List folders and filesList folders and files in Procore
- Remove/delete record from projectRemove or delete record from project in Procore
- Search recordsSearch records in Procore
- Send invite to company userSend invite to company user in Procore
- Sync recordsCreate or update records in batch in Procore
- Update recordUpdate record in Procore
Any other action you can think up
Sugar CRM
- Create recordCreate record in SugarCRM
- Custom actionCustom action in SugarCRM
- Delete recordDelete record in SugarCRM
- Get record details by IDGet 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 addressGet records by email address in SugarCRM
- Search recordsSearch records in SugarCRM
- Update recordUpdate record in SugarCRM
- Upsert recordUpsert record in SugarCRM
Any other action you can think up
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