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Sugar Sell
Look up the Sugar Sell connector: its actions and events in alphabetical order, and the sign-in methods of a Sugar Sell connection.
The Sugar Sell connector lets a workflow manage accounts and contacts, and list opportunities, in Sugar Sell. In the Add node panel, it's in the Connector category, under Sugar Sell. 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 Sell.
| Action | What it does |
|---|---|
| Create Account | Create a new account in Sugar Sell. |
| Create Contact | Create a new contact in Sugar Sell. |
| Delete Record | Deletes a record in Sugar Sell. |
| Get Account Details | Retrieve account information from Sugar Sell. |
| Get Record | Retrieves a record in Sugar Sell. |
| Insert Record | Insert a new record in Sugar Sell. |
| List All Opportunities | Retrieve all opportunities from Sugar Sell. |
| List Records | List records in Sugar Sell. |
| Update Account | Update account information in Sugar Sell. |
| Update Contact | Update contact information in Sugar Sell. |
| Update Record | Updates a record in Sugar Sell. |
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 Sell. |
| Account Updated | Trigger actions when an existing account is updated in Sugar Sell. |
| Contact Created | Trigger when a new contact is added in Sugar Sell. |
| Contact Updated | Trigger actions when an existing contact is updated in Sugar Sell. |
| Opportunity Closed Won | Trigger when an opportunity is moved to closed-won in Sugar Sell. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
Connection
A Sugar Sell 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 Sell Site URL (for example, https://site_url.sugarcrm.com); The username for your Sugar account; The password for your Sugar account. |
Sugar Sell 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.