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 Opportunity resource and the Create operation, it allows users to create new Opportunity records in their SugarCRM instance.
Typical use cases include automating the creation of sales opportunities based on external triggers or data sources, such as form submissions, lead generation tools, or other CRM workflows. For example, when a new lead is qualified in another system, this node can automatically create an Opportunity record in SugarCRM to track potential revenue.
Properties
| Name | Meaning |
|---|---|
| Additional Fields | Optional fields to set on the Opportunity record. Includes: |
| - Name: The name/title of the opportunity. | |
| - Description: A textual description of the opportunity. | |
| Custom JSON Payload | A JSON object that will be merged into the request body, allowing custom fields or overrides. |
| Send JSON Body | Boolean flag indicating whether to send a JSON body with the request. |
| JSON Body | The raw JSON body to send with the request if "Send JSON Body" is enabled. |
Output
The node outputs the created Opportunity record(s) as JSON objects. Each output item corresponds to one created record and contains all fields returned by the SugarCRM API after creation, including any default or system-generated fields (such as IDs).
No binary data is produced by this node.
Dependencies
- Requires connection credentials to SugarCRM, including base URL and authentication details.
- Uses OAuth2 password grant flow to obtain an access token for API requests.
- The node expects the SugarCRM REST API v11_11 endpoint to be available.
Troubleshooting
- Authentication errors: If the node fails to authenticate, verify that the provided SugarCRM credentials (username, password, client ID, client secret, and base URL) are correct and have sufficient permissions.
- Invalid JSON payload: When using the "Custom JSON Payload" or "JSON Body" properties, ensure the JSON syntax is valid. Malformed JSON will cause parsing errors.
- Missing required fields: The SugarCRM API may reject creation requests if mandatory Opportunity fields are missing. Make sure to provide at least the minimal required fields like "Name".
- API response errors: Errors from the SugarCRM API are surfaced as node errors. Review the error message for details, which often indicate issues like invalid field names or permission problems.
- No records created: If no records appear after execution, check the input data and confirm that the API call was successful by inspecting the node's output or logs.