Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Create SugarCRM Records does
The Bot creates a SugarCRM record by transferring data from the document to the corresponding fields in a SugarCRM record based on the ‘if-this-then-that’ conditions you set.
When to use the Create SugarCRM Records
Install and configure the Bot to automatically create a new contact, product description, or order record in SugarCRM based on the collected information from a contact form, order form, etc.
Export Custom Values to Create SugarCRM Records
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your SugarCRM account. Once connected, select the SugarCRM entity and the related entity where a new record will be created. Then, specify what information from the document will be used to create the SugarCRM record.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select a signature field and tell the Bot to create a new SugarCRM record when this field has been signed.
Get a SugarCRM record created in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, data added to the document fields you specified will be used to create a new SugarCRM record.
Try pre-built workflows to experience the Create SugarCRM Records in action

Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
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Refund/Return Request
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.
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Sales Discount Approval
The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.
Learn more

Sales Order Cancellation
The Sales Order Cancellation Flow is used by sales departments to automate contract management processes and speed up customer data collection.
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Other Bots often used with the Create SugarCRM Records
Eliminate repetitive tasks without a single line of code
Use Create SugarCRM Records Bot
Start a new Flow and import samples or create templates right in the system to enable the Bots option. Choose a wanted Bot from the list.
Set it up
Open the Bot setup menu. Complete all of the required fields to define general and advanced options. Don’t forget about indicating activation circumstances to avoid false activations (you can add several circumstances).
Figure out how it works
Implement the workflow and discover the results. Ensure that the software robots are working appropriately. If something goes wrong, check the Bots log to correct the mistakes and execute your Flow once again.
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