Sugar CRM and Workflowy integrations and automations

Seamlessly connect Sugar CRM and Workflowy. 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

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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

Workflowy
  • Complete Node
    Complete a node in Workflowy
  • Create Node
    Create a node in Workflowy
  • Delete Node
    Delete a node in Workflowy
  • Export All Nodes
    Export all nodes in Workflowy
  • List Nodes
    Retrieve a list of nodes in Workflowy
  • List Targets
    Lists all targets in Workflowy
  • Move Node
    Move a node to a new parent in Workflowy
  • Retrieve Node
    Retrieve a node in Workflowy
  • Uncomplete Node
    Mark a node as not complete in Workflowy
  • Update Node
    Update a node in Workflowy

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation