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- Build
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- How connector nodes work
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- Sales and customer relationships
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- Projects, collaboration, and code
- People and recruiting
- Finance and commerce
- AI models and agents
- Speech, vision, and language
- Data and location
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- Deploy and run
- Examples
- Reference
Sugar Professional
Look up the Sugar Professional connector: its actions and events in alphabetical order, and the sign-in methods of a Sugar Professional connection.
The Sugar Professional connector lets a workflow manage accounts and contacts in Sugar Professional. In the Add node panel, it's in the Connector category, under Sugar Professional. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in Sugar Professional.
| Action | What it does |
|---|---|
| Create Account | Create a new account in Sugar Professional. |
| Create Contact | Create a new contact in Sugar Professional. |
| Delete Record | Deletes a record in Sugar Professional. |
| Get Account Details | Retrieve account information from Sugar Professional. |
| Get Record | Retrieves a record in Sugar Professional. |
| Insert Record | Insert a new record in Sugar Professional. |
| List Records | List records in Sugar Professional. |
| Update Account | Update account information in Sugar Professional. |
| Update Contact | Update contact information in Sugar Professional. |
| Update Record | Updates a record in Sugar Professional. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Account Created | Trigger when a new account is added in Sugar Professional. |
| Account Updated | Trigger when an existing account is updated in Sugar Professional. |
| Contact Created | Trigger when a new contact is added in Sugar Professional. |
| Contact Updated | Trigger actions when an existing contact is updated in Sugar Professional. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
Connection
A Sugar Professional node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:
| Sign-in method | What you need |
|---|---|
| Username and Password | Your Sugar Enterprise Site URL (for example, https://site_url.sugarcrm.com); The username for your Sugar account; The password for your Sugar account. |
Sugar Professional authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.