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SugarSVT

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Overview

This node integrates with SugarCRM to perform various operations on different modules such as Leads, Accounts, Contacts, Opportunities, Meetings, Customer complaints, and Supplier complaints. It supports operations like creating, retrieving (single or multiple), updating, deleting, upserting records, and linking records between modules. The node is useful for automating CRM data management tasks, such as fetching lead details, updating account information, or linking related records in SugarCRM.

Use Case Examples

  1. Retrieve a specific Lead record by ID to get detailed information for follow-up.
  2. Create a new Opportunity record with specified fields to track a sales deal.
  3. Update an existing Account record with new contact information.
  4. Get all Contacts with optional query parameters to generate a contact list report.

Properties

Name Meaning
Module The SugarCRM module to operate on, e.g., Leads, Accounts, Contacts, etc.
Custom endpoint Custom API endpoint to use when the module is set to 'Other (custom endpoint)'.
ID The ID of the record to get, update, or delete.
Leads — Campi Fields specific to the Leads module for create, update, get, getAll, and upsert operations.
Accounts — Campi Fields specific to the Accounts module for create, update, get, getAll, and upsert operations.
Opportunities — Campi Fields specific to the Opportunities module for create, update, get, getAll, and upsert operations.
Meetings — Campi Fields specific to the Meetings module for create, update, get, getAll, and upsert operations.
Contacts — Campi Fields specific to the Contacts module for create, update, get, getAll, and upsert operations.
Customer complaints — Campi Fields specific to the Customer complaints module for create, update, get, getAll, and upsert operations.
Supplier complaints — Campi Fields specific to the Supplier complaints module for create, update, get, getAll, and upsert operations.
Advanced Advanced options for sending JSON body in requests.
Send Query Parameters Whether to send query parameters in GET or GET ALL operations.
Query Parameters Query parameters to send with GET or GET ALL operations.

Output

JSON

  • id - The unique identifier of the record.
  • fields - The fields and their values of the record.
  • records - Array of records returned in getAll operations.
  • error - Error message if the operation fails and continueOnFail is enabled.

Dependencies

  • SugarCRM API with OAuth2 authentication

Troubleshooting

  • Ensure valid SugarCRM API credentials are provided to avoid authentication errors.
  • Verify the record ID is correct when performing get, update, or delete operations to prevent 'record not found' errors.
  • When using custom endpoints, ensure the endpoint path is valid and accessible.
  • If sending JSON body, ensure the JSON is well-formed to avoid request failures.
  • For linking records, ensure the source ID, relationship, and target IDs are correctly specified.

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