Actions40
- Account Actions
- Contact Actions
- Meter Actions
- Opportunity Actions
- Other Actions
- Purchase Line Item Actions
- Revenue Line Item Actions
- Website Registration Actions
Overview
This node integrates with the SugarCRM API to manage records within various SugarCRM modules. Specifically, for the Account resource and the Create operation, it allows users to create new Account records in their SugarCRM instance.
Typical use cases include automating the creation of customer accounts when new leads are generated or syncing account data from other systems into SugarCRM. For example, after capturing a lead on a website, this node can automatically create an Account record with relevant details such as name and description.
Properties
| Name | Meaning |
|---|---|
| Additional Fields | Optional fields to add to the Account record. Supported options: Name (string), Description (string). |
| Custom JSON Payload | A JSON object allowing custom key-value pairs to be added to the request body for creating the Account. |
| Send JSON Body | Boolean flag indicating whether to send a JSON body with the request. |
| JSON Body | The full JSON body to send with the request if "Send JSON Body" is enabled. |
Output
The node outputs the created Account record(s) as JSON objects. Each output item corresponds to one created record and contains all fields returned by the SugarCRM API for that record.
No binary data is produced by this node.
Dependencies
- Requires connection to a SugarCRM instance via an API authentication token (OAuth2 bearer token).
- The node expects credentials configured with the SugarCRM base URL and user credentials.
- Network access to the SugarCRM REST API endpoint is necessary.
Troubleshooting
- Authentication errors: If the node fails due to invalid credentials or token issues, verify the API credentials and ensure the user has appropriate permissions in SugarCRM.
- Invalid JSON payload: When using "Custom JSON Payload" or "JSON Body," ensure the JSON syntax is correct; otherwise, parsing errors will occur.
- Missing required fields: Although some fields are optional, providing minimal required fields like
namemay be necessary depending on SugarCRM configuration. - API response errors: Errors from the SugarCRM API (e.g., validation errors) will be surfaced as node errors. Review the error message for details and adjust input accordingly.
- Empty response or no record created: This might indicate an issue with the request body or API endpoint. Confirm the resource and operation parameters are correctly set.