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SugarSVT

Nodo n8n di Servotecnica per SugarCRM
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Overview

This node integrates with SugarCRM to perform various operations such as creating, updating, retrieving, deleting, linking, and upserting records across multiple modules like Leads, Accounts, Contacts, Opportunities, Meetings, and custom complaint modules. It is useful for automating CRM data management workflows, such as adding new leads, updating account information, or linking related records. For example, a user can create a new Lead with specific fields or update an existing Opportunity's sales stage.

Use Case Examples

  1. Create a new Lead with fields like first name, last name, email, and phone.
  2. Update an existing Account's name and assigned user ID.
  3. Retrieve all Contacts with optional query parameters.
  4. Link multiple Opportunities to an Account by their IDs.

Properties

Name Meaning
Module Specifies the SugarCRM module to operate on, such as Leads, Accounts, Contacts, etc.
Custom endpoint Custom API endpoint to use when the module is set to 'Other (custom endpoint)'.
Leads — Campi Fields to set when creating or updating a Lead record, such as first name, last name, phone, email, lead source, and category.
Accounts — Campi Fields to set when creating or updating an Account record, such as company name, secondary name, assigned user ID, and macro category.
Opportunities — Campi Fields to set when creating or updating an Opportunity record, including name, type, close date, assigned user ID, forecast amount, potential, and sales stage.
Meetings — Campi Fields to set when creating or updating a Meeting record, such as name, start date/time, duration, assigned user ID, location, suppliers, and report.
Contacts — Campi Fields to set when creating or updating a Contact record, including first name, last name, phone numbers, and email.
Customer complaints — Campi Fields to set when creating or updating a Customer complaint record, such as complaint number, type, status, assigned user ID, cause, description, and quantity.
Supplier complaints — Campi Fields to set when creating or updating a Supplier complaint record, similar to Customer complaints fields.
Advanced Advanced options including sending a custom JSON body in the request.

Output

JSON

  • id - Unique identifier of the created or retrieved record.
  • fields - Fields of the record as returned by SugarCRM.
  • error - Error message if the operation failed and continueOnFail is enabled.

Dependencies

  • SugarCRM API with OAuth2 credentials

Troubleshooting

  • Ensure valid SugarCRM API credentials are provided to avoid authentication errors.
  • If the node throws errors about missing required fields, verify that all mandatory fields for the selected module and operation are set.
  • When using custom JSON body, ensure the JSON is correctly formatted to prevent request failures.
  • For 'link' operation, ensure sourceId, relationship, and targetIds are correctly specified and valid in SugarCRM.

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