Overview
This node integrates with SugarCRM to perform various operations on CRM records, including creating, retrieving, updating, deleting, upserting, and linking records across different modules such as Accounts, Contacts, Leads, Opportunities, Meetings, and custom modules. The 'Link records' operation specifically allows users to link one source record to multiple target records via a specified relationship, facilitating the management of related data within SugarCRM. This is useful for scenarios like associating contacts with accounts or linking complaints to accounts.
Use Case Examples
- Link multiple contact records to a single account by specifying the account ID as the source and the contact IDs as targets.
- Associate several opportunities with an account to track related sales activities.
- Link customer complaints to the relevant account for better issue tracking.
Properties
| Name | Meaning |
|---|---|
| Module | The SugarCRM module where the operation will be performed, e.g., Accounts, Contacts, Leads, or a custom endpoint. |
| Custom endpoint | Custom module endpoint name, used only if 'Other (custom endpoint)' is selected as the module. |
| Source ID | ID of the source record to which other records will be linked. |
| Relationship | The relationship name available in the selected module to link records. |
| Target IDs | Comma-separated list of IDs of the target records to link to the source record. |
Output
JSON
0- Response from SugarCRM API after linking records, typically includes confirmation of the linked records.
Dependencies
- SugarCRM API with OAuth2 authentication
Troubleshooting
- Ensure the source ID and target IDs are valid and exist in SugarCRM to avoid errors.
- Verify that the specified relationship exists for the selected module; otherwise, the linking will fail.
- Check API credentials and permissions to ensure the node can authenticate and perform the linking operation.
- If the API returns errors, inspect the error message for details such as invalid IDs or insufficient permissions.
Links
- SugarCRM REST API Documentation - Official documentation for SugarCRM REST API used by the node to perform operations.