Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to SugarCRM does
The Bot uploads documents to the selected SugarCRM record based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Export to SugarCRM
Install and configure the Bot to automatically attach completed documents such as sales quotes or sales orders to the SugarCRM record of your choice.
Export Custom Values to Export to SugarCRM
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your SugarCRM account. Once connected, pick a SugarCRM entity from the list. Then, add search conditions for the Bot to find the SugarCRM record where your document will be exported to.
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 fields in a document and tell the Bot to export your form when these fields have been filled out.
Get your document exported to a SugarCRM record 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, the document will be attached to the SugarCRM record you’ve selected.
Try pre-built workflows to experience the Export to SugarCRM in action

Sales Order
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Learn more

Purchase Invoice
The Purchase Invoice Flow is used by procurement departments to automate the invoicing process for purchase orders.
Learn more

Payment Details Form
The Payment Details Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.
Learn more

Client Supply Order Form
The Client Supply Order Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.
Learn more
Other Bots often used with the Export to SugarCRM
Speed up repetitive tasks with no code
Use Export to SugarCRM Bot
Start a new Flow and transfer forms or generate templates right in the system to activate the Bots option. Find a wanted Bot from the list.
Configure it
Open the Bot configuration. Complete all of the required fields to modify general and advanced options. Consider indicating activation conditions in order to avoid false activations (you can include several conditions).
See the way it works
Implement the workflow and discover the outcomes. Ensure the software robots are operating appropriately. If something doesn’t work, check the Bots log to correct the errors and execute your Flow once again.