Sugar CRM and Tipalti Approve integrations and automations

Seamlessly connect Sugar CRM and Tipalti Approve. 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

Tipalti Approve
  • Custom action
    Custom action in Approve (Custom)
  • Cancel PO
    Cancel PO in Approve
  • Get File From Url
    Get File From Url in Approve
  • Get POs
    Get POs in Approve
  • Get PRs
    Get PRs in Approve
  • Get PRs Items
    Get PRs Items in Approve
  • Get Vendors
    Get Vendors in Approve
  • Update Employees
    Update Employees in Approve
  • Update PO
    Update PO in Approve
  • Update PR
    Update PR in Approve
  • Update Vendor
    Update Vendor in Approve

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo