Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Update SugarCRM Records does
The Bot pre-fills the fields of an existing SugarCRM record with data from a document based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Update SugarCRM Records
Install and configure the Bot when you need to automatically update customer information or order details in a SugarCRM record based on changes in a sales order or contact form.
Export Custom Values to Update 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, pick a SugarCRM entity and a related entity if any. Next, select a starting record by adding search fields. Then, specify what information from the document will be used to update 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 range from a specific date, document data, user roles, email, or name. E.g., select a total price field in a sales order and tell the Bot to export data to a SugarCRM deal record when this field has been filled out.
Get your SugarCRM record updated 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 SugarCRM record will be updated with data from the selected document fields.
Try pre-built workflows to experience the Update SugarCRM Records in action
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Purchase Order
The Purchase Order Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
Order Delivery and Tracking
The Order Delivery and Tracking Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Sales Form Template
The Sales Form Template Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
Other Bots often used with the Update SugarCRM Records
Speed up repetitious tasks without having to code
Employ Update SugarCRM Records Bot
Start creating a new Flow and import samples or create templates right on the platform to initialize the Bots option. Choose an appropriate software robot from the list.
Configure it
Open the Bot setup menu. Fill out all the required fields to customize general and advanced settings. Consider indicating activation conditions to protect yourself from false activations (you can add a few conditions).
See how it operates
Implement the workflow and explore the results. Ensure that the software robots are working properly. If something fails, look into the Bots log to correct the mistakes and execute your Flow once more.
