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Customize your Sugar Crm and Veeva CRM integration with the following triggers and actions.

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

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM
  • Any other trigger you can think up

Actions

Do this…

Sugar Crm
  • 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 records by email address
    Get records by email address in SugarCRM
  • Search records
    Search records in SugarCRM
  • Update record
    Update record in SugarCRM
  • Any other action you can think up

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects Batch
    Get related object list in Veeva CRM
  • Search objects Batch
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM
  • Any other action you can think up

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