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Customize your Sugar Crm and Zoho Invoice integration with the following
triggers and actions.
Triggers
When this happens…
Sugar Crm
- New recordNew record in SugarCRM
- New/updated recordNew/updated record in SugarCRM
Any other trigger you can think up
Zoho Invoice
- New estimateNew estimate in Zoho Invoice
- New invoiceNew invoice in Zoho Invoice
Any other trigger you can think up
Actions
Do this…
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 records by email addressGet records by email address in SugarCRM
- Search recordsSearch records in SugarCRM
- Update recordUpdate record in SugarCRM
Any other action you can think up
Zoho Invoice
- Custom actionCustom action in Zoho Invoice (Custom)
- Create estimateCreate estimate in Zoho Invoice
- Create invoiceCreate invoice in Zoho Invoice
- Search items BatchSearch items in Zoho Invoice
Any other action you can think up
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