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Customize your Sugar CRM and Workfront 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
Workfront
- New event Real-timeNew object event in Workfront
- New recordNew object created in Workfront
- New/updated recordNew object created or updated in Workfront
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 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
Workfront
- Custom actionCustom action in Workfront (Custom)
- Create recordCreate object in Workfront
- Download documentDownload document in Workfront
- Search records BatchSearch records in Workfront
- Update recordUpdate object in Workfront
- Upload documentUpload document in Workfront
Any other action you can think up
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