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Sugar Serve
Look up the Sugar Serve connector: its actions and events in alphabetical order, and the sign-in methods of a Sugar Serve connection.
The Sugar Serve connector lets a workflow manage support cases, accounts, and contacts in Sugar Serve. In the Add node panel, it's in the Connector category, under Sugar Serve. 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 Serve.
| Action | What it does |
|---|---|
| Create Account | Create a new account in Sugar Serve. |
| Create Case | Create a support case in Sugar Serve. |
| Create Contact | Create a new contact in Sugar Serve. |
| Delete Record | Deletes a record in Sugar Serve. |
| Get Record | Retrieves a record in Sugar Serve. |
| Insert Record | Insert a new record in Sugar Serve. |
| List Records | List records in Sugar Serve. |
| Update Account | Update account information in Sugar Serve. |
| Update Case | Update support cases in Sugar Serve. |
| Update Contact | Update contact information in Sugar Serve. |
| Update Record | Updates a record in Sugar Serve. |
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 automation when a new account is added in Sugar Serve. |
| Account Updated | Trigger when an existing account is updated in Sugar Serve. |
| Contact Created | Trigger when a new contact is added in Sugar Serve. |
| Contact Updated | Trigger automation when a contact is updated in Sugar Serve. |
| Record Created | Triggers when you add a new record. |
| Record Updated | Triggers when an existing record was updated. |
| Support Case Raised | Trigger when a new support case is raised in Sugar Serve. |
| Support Case Updated | Trigger actions when a support case is updated in Sugar Serve. |
Connection
A Sugar Serve 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 Serve Site URL (for example, https://site_url.sugarcrm.com); The username for your Sugar account; The password for your Sugar account. |
Sugar Serve 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.