Overview
This node integrates with SugarCRM to perform various operations on different modules such as Accounts, Contacts, Opportunities, Meetings, Leads, Customer complaints, and Supplier complaints. It supports operations like creating, updating, retrieving single or multiple records, deleting, linking records, and upserting (update or insert) records. The node is useful for automating CRM data management tasks, syncing data between SugarCRM and other systems, and managing customer and supplier information efficiently.
Use Case Examples
- Retrieve all leads with specific filters and limits.
- Create a new account with detailed fields.
- Update an existing opportunity record.
- Link contacts to an account using their IDs.
Properties
| Name | Meaning |
|---|---|
| Module | The SugarCRM module to operate on, e.g., Accounts, Contacts, Leads, etc. |
| Custom endpoint | Specify a custom endpoint when the module is set to 'Other (custom endpoint)'. |
| 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 | Custom query parameters to send with GET or GET ALL operations. |
| Return All | Whether to return all records in GET ALL operation. |
| Limit | Limit the number of records returned in GET ALL operation if Return All is false. |
Output
JSON
id- Unique identifier of the record.fields- Fields of the record as per the module and operation.records- Array of records returned in getAll operation.error- Error message if operation fails and continueOnFail is enabled.
Dependencies
- SugarCRM API with OAuth2 authentication
Troubleshooting
- Ensure valid SugarCRM API credentials are provided to avoid authentication errors.
- Check that the module and operation parameters are correctly set to avoid invalid endpoint errors.
- When using custom endpoints, verify the endpoint name is correct and accessible.
- For upsert operations, ensure the upsert criteria are properly defined to avoid unexpected record creation or update.
- If sending JSON body, ensure the JSON is valid to prevent request failures.
Links
- SugarCRM REST API Documentation - Official documentation for SugarCRM REST API endpoints and usage.