SugarCRM

With SugarCRM modules in Make, you can manage accounts, bugs, calls, campaigns, cases, categories, contacts, contracts, currencies, custom queries, email templates, forecast worksheets, inbound emails, leads, manufactures, meetings, notes, opportunities, products, product types, projects, prospects, and revenue line items.

To use the SugarCRM modules, you must have a SugarCRM account. You can create an account at sugarcrm.com.

Refer to the SugarCRM API documentation for a list of available endpoints.

Connect SugarCRM to Make

To establish the connection:

Log in to your Make account, add a SugarCRM module to your scenario, and click Create a connection.
Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
In the Server URL, enter the domain name where your program is registered. For example: https://example.sugarcrm.eu/.
In the Username, and Password fields, enter your SugarCRM account credentials.
Optional: Click Show advanced settings and enter your Platform for platform-specific meta-data or your custom app client credentials.
If requested, use the following Redirect URI when creating your custom app: https://www.integromat.com/oauth/cb/sugarcrm11.
Click Save.

You have successfully established the connection. You can now edit your scenario and add more SugarCRM modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Set Up SugarCRM Webhooks

This app uses webhooks to trigger a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name.

To set up a webhook, follow these steps:

Add a SugarCRM instant module to your scenario and click Create a webhook.
Optional: Enter a name for the webhook in the Webhook name field.
Select the corresponding connection for the webhook in the Connection field.
Click Save > Copy address to clipboard.
Log in to your SugarCRM account.
In the top-right corner, click on your profile avatar and click Admin.
Under System, click Web Logic Hooks.
In the upper-right, click Create.

Fill in the fields as follows:

Name	Enter a name to identify your web logic hook in SugarCRM.
URL	Paste your webhook URL from step 4.
Trigger Event	Select the event that you want to trigger data to be sent to Make.
Module Name	Select the SugarCRM module you want to watch in Make.
Request Method	Select POST.

Click Save.

SugarCRM will now send data to Make through the webhook when the selected event occurs.

Accounts

You can watch, create, update, retrieve, search, and delete accounts using the following modules.

Watch Accounts

Triggers when a new account has been created or an existing one has been updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create an Account

Creates a new account.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) a company name to create an account.
Website	Enter (map) the website URL associated with the account.
Type	Select or map the account type. For example, `press`.
Service Level	Select the service level of the company. For example, `Tier 1`.
Office Phone	Enter (map) the account's office phone number.
Industry	Select or map the industry type to which the company belongs.
Assigned User ID	Select or map the account's assigned User ID.
Campaign ID	Select or map the Campaign ID of the account.
Business Center ID	Select or map the Business Center ID of the account.
Parent ID	Select or map the Parent ID of the account.
Tags	Enter (map) user-created keywords can identify records in filters, dashlets, and reports.
Twitter Account	Enter (map) the Twitter account whose account you want to create.
Ticker Symbol	Enter (map) the stock trading symbol for the company.
SIC Code	Enter (map) the Standard Industrial Classification (SIC) code for the account.
Shipping Street	Enter (map) the account's shipping address. Enter the street name.
Shipping State	Enter (map) the state name.
Shipping Postal Code	Enter (map) the area postal code.
Shipping Country	Enter (map) the country name.
Shipping City	Enter (map) the city name.
Rating	Enter (map) the rating for the company compared to other companies in SugarCRM.
Ownership	Enter (map) whether the company is privately or publicly owned.
Fax	Enter (map) the account's fax number.
Billing Street	Enter the billing address of the account. Enter (map) the street name.
Billing State	Enter (map) the state name.
Billing Postal Code	Enter (map) the area postal code.
Billing Country	Enter (map) the country name.
Billing City	Enter (map) the city name.
Annual Revenue	Enter (map) the company's annual revenue.
Alternate Phone	Enter (map) the account's alternate phone number.
Employees	Enter (map) the number of employees at the company.
Email Address	Enter (map) the account's email address.
DUNS	Enter (map) the unique 9-digit number associated with the company in D & B.
Description	Enter (map) a description or other information about the account.
Integration Sync ID	Enter (map) the sync key field used by external integrations to identify SugarCRM records in the external application.
Google Plus ID	Enter (map) the account's Google Plus ID details.
Facebook Account	Enter (map) the account's Facebook information.
Date of Next Renewal	Enter (map) the date of the account's next renewal. See the list of supported date and time formats.
Customer Journey Template	Select or map the customer journey template.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update an Account

Updates an account.

Connection	Establish a connection to your SugarCRM account.
Account ID	Select or map the Account ID whose details you want to update.
Name	Enter (map) a new company name.
Website URL	Enter (map) the updated website URL associated with the account.
Type	Select the type of account. For example, `investors`.
Service Level	Select the service level of the company. For example, `Tier1`.
Office Phone	Enter (map) the account's office phone number.
Industry	Select or map the industry type to which the company belongs.
Assigned User ID	Select or map the account's assigned User ID.
Campaign ID	Select or map the Campaign ID of the account.
Business Center ID	Select or map the Business Center ID of the account.
Parent ID	Select or map the Parent ID of the account.
Tags	Enter (map) user-created keywords can identify records in filters, dashlets, and reports.
Twitter Account	Enter (map) the Twitter account information.
Ticker Symbol	Enter (map) the stock trading symbol for the company.
SIC Code	Enter (map) the Standard Industrial Classification (SIC) code for the account.
Shipping Street	Enter (map) the account's shipping address. Enter (map) the street name.
Shipping State	Enter (map) the state name.
Shipping Postal Code	Enter (map) the area postal code.
Shipping Country	Enter (map) the country name.
Shipping City	Enter (map) the city name.
Rating	Enter (map) the rating for the company compared to other companies in Sugar.
Ownership	Enter (map) whether the company is privately or publicly owned.
Fax	Enter (map) the account's fax number.
Billing Street	Enter (map) the account's billing address. Enter (map) the street name.
Billing State	Enter (map) the state name.
Billing Postal Code	Enter (map) the area postal code.
Billing Country	Enter (map) the country name.
Billing City	Enter (map) the city name.
Annual Revenue	Enter (map) the company's annual revenue.
Alternate Phone	Enter (map) the account's alternate phone number.
Employees	Enter (map) the number of employees at the company.
Email Address	Enter (map) the account's email address.
DUNS	Enter (map) the unique 9-digit number associated with the company in D & B.
Description	Enter (map) a description or other information about the account.
Integration Sync ID	Enter (map) the sync key field used by external integrations to identify Sugar records in the external application.
Google Plus ID	Enter (map) the account's Google Plus ID.
Facebook Account	Enter (map) the account's Facebook account information.
Date of Next Renewal	Enter (map) the date of the next renewal. See the list of supported date and time formats. See the list of supported date and time formats.
Customer Journey Template	Select or map the customer journey template.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get an Account

Gets an account.

Connection	Establish a connection to your SugarCRM account.
Account ID	Select or map an Account ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Accounts

Searches accounts by given criteria.

Connection

Establish a connection to your SugarCRM account.

Sub-Expression Types

Select the Sub-Expression type:

Filter

Enter (map) details to filter the accounts.

Fields

Enter (map) the fields associated with the account to search for.

Order by

Enter (map) the details to order:

Field Name	Enter (map) a field name.
Sort Order	Select an order to sort: Ascending Descending

Deleted

Select whether to show deleted records in the results.

Nulls Last

Select whether to return records with null values.

Limit

Set the maximum number of accounts Make will return during one execution cycle. The default value is 10.

Delete an Account

Deletes an account.

Connection	Establish a connection to your SugarCRM account.
Account ID	Select or map an Account ID you want to delete.

Bugs

You can watch, create, update, retrieve, search, and delete bugs using the following modules.

Watch Bugs

Triggers when a new bug has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Bug

Creates a new bug.

Connection	.Establish a connection to your SugarCRM account.
Subject	Enter (map) the subject line about the bug.
Assigned User ID	Select or map the Assigned User ID who is working on the bug.
Work Log	Enter the details of the work done on the bug.
Type	Select or map the bug type. For example, feature.
Status	Select or map the bug status. For example, closed.
Source	Select or map the source from which you received the bug. For example, `internal`.
Show in Portal	Select whether the bug appears in the portal.
Resolution	Select or map the resolution for the bug. For example, `fixed`.
Priority	Select or map the bug priority. For example, `urgent`.
Tags	Add the tags applicable to the bug.
Sync Key	Enter (map) the sync key of the platform.
Found in Release	Select or map the release version in which the bug is found.
Follow Up Date	Enter (map) the date to follow up on the bug resolution. See the list of supported date and time formats.
Fixed in Release	Select or map the release version in which the bug is fixed.
Description	Enter (map) the bug details.
Category	Select or map the bug category. For example, `campaigns`.
Business Hours to Resolution	Enter (map) the number of hours estimated to fix the bug.
Resolved Date	Enter (map) the date on which the bug is fixed. See the list of supported date and time formats.
Pending Processing	Enter (map) the remaining process on the bug.
Hours to Resolution	Enter (map) the number of hours required for resolution.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Bug

Updates a bug.

Connection	Establish a connection to your SugarCRM account.
Bug ID	Select or map the Bug ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For the field descriptions, see Create a bug section.

Get a Bug

Gets a bug.

Connection	Establish a connection to your SugarCRM account.
Bug ID	Select or map the Bug ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Bugs

Searches bugs by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted bugs in the search results.
Null Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of bugs Make will return during one execution cycle.

Delete Bugs

Deletes a bug.

Connection	Establish a connection to your SugarCRM account.
Bug ID	Select or map the Bug ID you want to delete.

Calls

You can watch, create, update, search, retrieve, and delete calls.

Watch Calls

Triggers when a new call has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Call

Creates a new call.

Connection	Establish a connection to your SugarCRM account.
Subject	Enter (map) the subject of the call or topic used to identify the call.
Start Date	Enter (map) the date and time of the call or first call in the series of recurring calls scheduled to begin.
Duration Minutes	Enter (map) the duration of the call in minutes.
Status	Select or map the status of the call. For example, `Scheduled`.
Duration Hours	Enter (map) the call duration in hours.
Tags	Add the tags applicable to the call that can be used to identify records in filters, dashlets, and reports.
Assigned User ID	Select or map the Assigned User ID of the call.
Popup Reminder Time	Select or map the option to trigger a reminder popup alert to all user guests at a duration prior to the call's start time. For example, `5 minutes prior`.
Integration Sync ID	Enter (map) the Integration Sync ID for the call. The sync key field is used by external integrations to identify Sugar records in the external application. See the Integrate REST API endpoints in the Developer Guide for more details on how to use this field. Note An incorrect setting of this parameter may lead to an error.
Email Reminder Time	Select or map the option to send a reminder email to all meeting guests at a specified duration prior to the call's start time. For example, 10 minutes prior.
Related Type	Select or map the call-related type. For example, `accounts`.
Related ID	Select or map the Related ID associated with the call.
Repeat Type	Select or map the call repeat option and enter its details. For example, `weekly`.
Repeat Interval	Select or map the frequency of the call: Until Occurrences Leave blank if this is not a repeating call.
Repeat Until	Enter (map) the date until which you want to continue this call.
Count Until	Enter (map) the number of occurrences of the call. For example, `10`.
Direction	Select or map the call type. Inbound Outbound
Description	Enter (map) the call details.
Transcript	Enter (map) the call transcript.
Recording URL	Enter (map) the call recording URL address.
Customer Journey URL	Enter (map) the customer journey URL address for this call.
Customer Journey Score	Enter (map) the customer journey score for this call.
Customer Journey Progress	Enter (map) the customer journey progress for this call.
Customer Journey Points	Enter (map) the customer journey points for this call.
Customer Journey Parent Activity Type	Enter (map) the customer journey parent activity type for this call.
Customer Journey Order	Enter (map) the customer journey order for this call.
Customer Journey Momentum Start Date	Enter (map) the customer journey momentum start date for this call.
Customer Journey Momentum Score	Enter (map) the customer journey momentum score for this call.
Customer Journey Momentum Ratio	Enter (map) the customer journey momentum ratio for this call.
Customer Journey Momentum Points	Enter (map) the customer journey momentum points for this call.
Customer Journey Momentum End Date	Enter (map) the date on which the customer journey momentum ends.
Customer Journey Blocked By	Enter (map) the details due to which customer journey has been blocked.
Customer Journey Actual Order	Enter (map) the customer journey actual order details.
Is Customer Journey Parent Activity	Select whether this call is related to customer journey parent activity.
Is Customer Journey Call	Select whether this is a customer journey call.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Updates a Call

Updates a call.

Connection	Establish a connection to your SugarCRM account.
Call ID	Select or map the Call ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see Create a Call section.

Get a Call

Gets a call.

Connection	Establish a connection to your SugarCRM account.
Call ID	Select or map the Call ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Calls

Searches calls by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, `AND`.
Filter	Select or map the field values to filter the calls based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select the order to sort the search results.
Deleted	Select whether you want to include the deleted bugs in the search results.
Null Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of calls Make will return during one execution cycle. The default value is 10.

Delete a Call

Deletes a call.

Connection	Establish a connection to your SugarCRM account.
Call ID	Select or map the Call ID you want to delete.

Campaigns

You can watch, create, update, search, retrieve, and delete the campaigns.

Watch Campaigns

Triggers when a new campaign has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Campaign

Creates a new campaign.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) a name for the campaign.
End Date	Enter (map) the date on which the campaign ends. See the list of supported date and time formats.
Status	Select or map the campaign status. For example, `active`.
Type	Select or map the campaign type. For example, `Mail`.
Start Date	Enter (map) the date on which the campaign begins. See the list of supported date and time formats.
Integration Sync ID	Enter (map) the Integration Sync IS used by external integrations to identify the records in the external application.
Currency ID	Select (map) the Currency ID that the campaign's budget will use.
Assigned User ID	Select or map the Assigned User ID to whom the campaign is assigned.
Objective	Enter (map) the goals you hope to accomplish in this campaign.
Impressions	Enter (map) the number of targets who viewed the campaign email.
Expected Revenue	Enter (map) the estimated revenue that is expected to be generated from the campaign.
Expected Cost	Enter (map) the expected cost for the campaign.
Budget	Enter (map) the budget set for the campaign.
Actual Cost	Enter (map) the actual cost associated with executing the campaign.
Tracker Redirect URL	Enter (map) the URL where the recipient should be directed on clicking the link including the `https://`. For example, `http://www.sugarcrm.com`.
Tracker Link Text	Enter (map) the tracker link text.
Tracker Count	Enter (map) the tracker account associated with the campaign.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Campaign

Updates a campaign.

Connection	Establish a connection to your SugarCRM account.
Campaign ID	Select or map the Campaign ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For the field descriptions, see the Create a Campaign section.

Get a Campaign

Gets a campaign.

Connection	Establish a connection to your SugarCRM account.
Campaign ID	Select or map the Campaign ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Campaigns

Searches campaigns by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the campaigns based on the specified entries.
Fields	Add the details of the field to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted campaigns in the search results.
Nulls Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of campaigns Make will return during one execution cycle. The default value is 10.

Delete a Campaign

Deletes a campaign.

Connection	Establish a connection to your SugarCRM account.
Campaign ID	Select or map the Campaign ID you want to delete.

Cases

You can watch, create, update, search, retrieve, and delete cases.

Watch Cases

Triggers when a new case has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Case

Creates a new case.

Connection	Establish a connection to your SugarCRM account.
Subject	Enter (map) a brief statement of the problem.
Account ID	Select or map an account that submitted the case.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Assigned User ID	Select or map the Sugar Assigned User ID who is working on the case.
Business Center ID	Select or map the Business Center ID responsible for managing this case.
Primary Contact ID	Select or map the Primary Contact ID for the case. If the case is created via the portal, the Primary Contact field is set to the portal user that created the case.
Type	Select or map the case type. For example, `Product`.
Status	Select or map the case type. For example, `New`.
Request Close	Select whether to close the request.
Source	Select or map the method by which the case was submitted. For example, `Portal`.
Show in Portal	Select whether to show this case in the portal. By default, all cases are visible. You can change the visibility via Admin > Studio.
Resolved Date	Enter (map) the date on which the case was resolved. See the list of supported date and time formats.
Priority	Select or map the case priority. For example, `High`.
Hours to Resolution	Enter (map) the number of hours took to resolve the case.
Follow Up Date	Enter (map) the date and time to follow up with the customer. See the list of supported date and time formats.
Description	Enter (map) the case details.
Tags	Add the tags related to the case to identify records in filters, dashlets, and reports.
Work Log	Enter (map) activities and notable events while working on the case.
Pending Processing	A system-level checkbox field that is set to true when creating a case via inbound email or relating a case to an inbound email. It is not available in Studio or the user interface and is only available in the SugarBPM.
Hours to First Response	Enter (map) the duration in hours from the moment the case is created until its first response is sent.
First Response Variance from Target	Enter (map) the difference in business hours, using the hours of the case's business center, between the First Response Actual Time and First Response Target Time fields.
First Response Target Time	Enter (map) the calculated date and time by which the first response must be sent to meet the SLA.
First Response SLA Met	Select whether the first response was set for the case
First Response Sent	Select whether the first response was sent for the case
First Response Actual Time	Enter (map) the date and time the first response is sent. See the list of supported date and time formats.
Customer Journey Template	Select or map a customer journey template for the case.
Business Hours Resolution	Enter (map) the duration in business hours took to close the case.
Business Hours to First Response	Enter (map) the duration in hours to send the first response to the customer about the case.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Case

Updates a case.

Connection	Establish a connection to your SugarCRM account.
Case ID	Select or map the Case ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Case section.

Get a Case

Gets a case.

Connection	Establish a connection to your SugarCRM account.
Case ID	Select or map the Case ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Cases

Searches cases by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the cases based on the specified entries.
Fields	Add the details of the field to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted cases in the search results.
Nulls Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of cases Make will return during one execution cycle. The default value is 10.

Delete a Case

Deletes a case.

Connection	Establish a connection to your SugarCRM account.
Case ID	Select or map the Case ID you want to delete.

Contacts

You can watch, create, update, search, retrieve, and delete contacts using the following modules.

Watch Contacts

Triggers when a new contact has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Contact

Creates a new contact.

Connection	Establish a connection to your SugarCRM account.
Last Name	Enter (map) the contact's last name.
First Name	Enter (map) the contact's first name.
Title	Enter (map) the contact's business title.
Salutation	Select or map the contact's salutation. For example, `Mr`.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify records in the external application.
Mobile	Enter (map) the contact's mobile number.
Account ID	Select or map the contact's Account ID.
Business Center ID	Select or map the contact's Business Center ID.
Tags	Add the keywords used to identify records in filters, dashlets, and reports.
Email Address	Enter (map) the contact's email address.
Do Not Call	Select whether the contact opted for the do not call option.
Department	Enter (map) the contact's department within their company.
Primary Address Street	Add the contact's primary address. Enter (map) the street name.
Primary Address State	Enter (map) the state name.
Primary Address Postal Code	Enter (map) the area postal code.
Primary Address Country	Enter (map) the country name.
Primary Address City	Enter (map) the city name.
Alternate Address Street	Add the contact's alternative address. Enter (map) the street name.
Alternate Address State	Enter (map) the state name.
Alternate Address Postal Code	Enter (map) the area postal code.
Alternate Address Country	Enter (map) the country name.
Alternate Address City	Enter (map) the city name.
Twitter Account	Enter (map) the contact's Twitter account information.
Portal User Company Name	Enter (map) the contact's company name of the portal user.
Portal Name	Enter (map) the contact's company portal name.
Portal Active	Select whether the portal is active.
Campaign ID	Select or map the contact's Campaign ID.
Assigned User ID	Select or map the Assigned User ID for the contact.
Reports to ID	Select the ID to which contact reports.
Office Phone	Enter (map) the contact's office phone number.
Sync to Mail Client	Select whether you want to sync the mail client when the contact uses the email service. For example, Sugar Plug-in for Outlook.
Lead Source	Select or map the source from which the contact originated. For example, `Cold Call`.
Language Preference	Select or map the contact's language preference. For example, English.
Fax	Enter (map) the contact's fax number.
Description	Enter (map) the contact's details.
Other Phone	Enter (map) the contact's other phone numbers.
Sync to Marketo and Reg	Select whether to sync this contact to Market and Reg.
Portal Application	Enter (map) the contact's company's portal application URL address.
Lead Score	Enter (map) the contact's lead score.
Home Phone	Enter (map) the contact's residence number. If an admin has turned on the Enable Click-to-Call setting in Admin; System Settings, phone number fields are displayed as links that can be opened to dial using the default computer telephony integration software on the user's computer.
Google Plus ID	Enter (map) the contact's Google Plus ID.
Facebook Account	Enter (map) the contact's Facebook account information.
Customer Journey Template	Select or map the customer journey template.
Consent Last Updated	Enter (map) the date when the consent from the contact was last taken. See the list of supported date and time formats.
Business Purposes Consented for	Enter (map) the business purpose for which the contact consent is taken.
Birthdate	Enter (map) the contact's date of birth in YYYY-MM-DD format.
Assistant Phone	Enter (map) the assistant's phone number.
Assistant	Enter (map) the name of the contact's assistant within his or her company.
Cookie Consent Received on	Enter (map) a date on which cookie consent was received. See the list of supported date and time formats.
Cookie Consent	Select whether cookie consent is needed for contact.
Contact Source	Enter (map) a field that represents the origin of newly created contacts.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Updates a Contact

Updates a contact.

Connection	Establish a connection to your SugarCRM account.
Contact ID	Select or map the Contact ID whose details you want to retrieve.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Contact section.

Get a Contact

Gets a contact.

Connection	Establish a connection to your SugarCRM account.
Contact ID	Select or map the Contact ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Contacts

Searches contacts by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the contacts based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted contacts in the search results.
Nulls Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of contacts Make will return during one execution cycle. The default value is 10.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your SugarCRM account.
Contact ID	Select or map the Contact ID you want to delete.

Contracts

You can watch, create, update, search, retrieve, and delete contracts using the following modules.

Watch Contracts

Triggers when a new contract has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	.Establish a connection to your SugarCRM account.

Create a Contract

Creates a new contract.

Connection	.Establish a connection to your SugarCRM account.
Contract Name	Enter (map) the contract name.
Type	Enter (map) the contract type assigned to the record. You can create and manage the contract types via Admin > Contract Types.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify records in the external application.
Description	Enter (map) the contract details.
Status	Select or map the contract status. For example, In progress.
Tags	Add the tags to identify the contract records in filters, dashlets, and reports.
Currency ID	Select or map the Currency ID applicable to the contract.
Account ID	Select or map The Account ID to which the contract belongs.
Opportunity ID	Select or map the Opportunity ID related to the contract.
Assigned User ID	Select or map the Sugar Assigned User ID who is working on the contract.
Start Date	Enter (map) the date on which this contract takes effect. See the list of supported date and time formats.
End Date	Enter (map) the date on which this contract expires. See the list of supported date and time formats.
Reference Code	Enter (map) the internal designation used to refer to this contract.
Expiration Notice	Enter (map) a date and time to send the reminder to the assigned user indicating that this contract will expire shortly. See the list of supported date and time formats. Assignment notifications must be turned on and the Process Workflow Tasks scheduler must be running.
Customer Signed Date	Enter (map) a date on which the account signed this contract. See the list of supported date and time formats.
Contract Value	Enter (map) the value of the contract for the specified currency.
Company Signed Date	Enter (map) a date on which your organization signed the contract. See the list of supported date and time formats.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Contract

Updates a contract.

Connection	Establish a connection to your SugarCRM account.
Contract ID	Select or map the Contract ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Contract section.

Get a Contract

Gets a contract.

Connection	.Establish a connection to your SugarCRM account.
Contract ID	Select or map the Contract ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Contracts

Searches contracts by given criteria.

Connection	.Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the contracts based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted contracts in the search results.
Nulls Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of contracts Make will return during one execution cycle. The default value is 10.

Delete a Contract

Deletes a contract.

Connection	.Establish a connection to your SugarCRM account.
Contract ID	Select or map the Contract ID you want to delete.

Currencies

You can watch, create, update, search, retrieve, and delete currencies using the following modules.

Watch Currencies

Triggers when a new currency has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	.Establish a connection to your SugarCRM 11 account.

Create a Currency

Creates a new currency.

Connection	.Establish a connection to your SugarCRM 11 account.
Currency Name	Enter (map) a name for the currency.
Currency Symbol	Enter (map) a symbol for the currency.
Conversion Rate	Enter (map) the conversion rate of the currency.
Status	Select or map the status of the currency. For example, `Active`.
ISO 4217 Code	Enter (map) the ISO 4217 code for the currency.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify the records in the external application.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Currency

Updates a currency.

Connection	.Establish a connection to your SugarCRM account.
Currency ID	Select or map a Currency ID whose details you want to update.
Currency Name	Enter (map) a new name for the currency.
Currency Symbol	Enter (map) a symbol for the currency.
Conversion Rate	Enter (map) the conversion rate of the currency.
Status	Select or map the status of the currency. For example, `Active`.
ISO 4217 Code	Enter (map) the ISO 4217 code for the currency.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify the records in the external application.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Currency

Gets a currency.

Connection	.Establish a connection to your SugarCRM account.
Currency ID	Select or map the Currency ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Currencies

Search currencies by given criteria.

Connection	.Establish a connection to your SugarCRM account.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted bugs in the search results.
Nulls Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of currencies Make will return during one execution cycle. The default value is 10.

Delete a Currency

Deletes a currency.

Connection	.Establish a connection to your SugarCRM account.
Currency ID	Select or map the Currency ID you want to delete.

Custom Queries

You can watch, create, update, search, retrieve, and delete custom queries using the following modules.

Watch Custom Queries

Triggers when a new custom query has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Custom Query

Creates a new custom query.

Connection	Establish a connection to your SugarCRM account.
Query Name	Enter (map) a name for the custom query.
Custom Query	Enter (map) the SQL select statement that will retrieve information from the database.
Description	Enter (map) a custom query details.
Query Type	Enter (map) the query type.
Order	Enter (map) the order for the custom query.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Custom Query

Updates a custom query.

Connection	Establish a connection to your SugarCRM account.
Custom Query ID	Select or map a Custom Query ID whose details you want to edit.
Query Name	Enter (map) an updated name for the custom query.
Custom Query	Enter (map) the SQL select statement that will retrieve information from the database.
Description	Enter (map) custom query details.
Query Type	Enter (map) the query type.
Order	Enter (map) the order for the custom query.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Custom Query

Gets a custom query.

Connection	Establish a connection to your SugarCRM account.
Custom Query ID	Enter (map) a Custom Query ID whose details you want to retrieve.

Search a Custom Query

Searches custom queries by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Enter (map) the details to order the search results.
Deleted	Select whether to include the deleted custom queries in the search results. Note This field works only with the Filter parameter and does not work compatible with the query parameter,
Nulls Last	Select whether to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of custom queries Make will return during one execution cycle. The default value is 10.

Delete a Custom Query

Deletes a custom query.

Connection	Establish a connection to your SugarCRM account.
Custom Query ID	Select or map a Custom Query ID you want to delete.

Email Templates

You can watch, create, update, retrieve, and delete email templates using the following modules.

Watch Email Templates

Triggers when a new email template has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create an Email Template

Creates a new email template.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) a unique and descriptive name to help users find the template.
Type	Select the email template type. For example, `campaign`.
Assigned User ID	Select or map the Assigned User ID to whom you want to send an Email.
Tags	Enter (map) user-created keywords separated by a comma that can be used to identify records in filters, dashlets, and reports.
Description	Enter (map) the email template details.
Subject	Enter (map) the subject line that recipients will see in their email inbox.
Text Only	Select yes if you want to send an email as plain text.
Body	Enter (map) the email message, including any text, HTML content, images, or variables.
Plain Text	Enter (map) the plain text you want to send to the receipt.
Published	Select whether this is a published email.
From Name	Enter (map) the name with which the email will be sent.
From Address	Enter (map) the email address from which the email was or will be sent.
Base Module	Enter (map) the base module of the email template.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update an Email Template

Updates an email template.

Connection	Establish a connection to your SugarCRM account.
Email Template ID	Select or map an Email Template ID whose details you want to edit.
Name	Enter (map) a new name for the email template.
Type	Select the email template type. For example, `campaign`.
Assigned User ID	Select or map the Assigned User ID to the template.
Tags	Enter (map) user-created keywords separated by a comma that can be used to identify records in filters, dashlets, and reports.
Description	Enter (map) email template details.
Subject	Enter (map) the subject line that recipients will see in their email inboxes.
Text Only	Select yes if you want to send an email as plain text.
Body	Enter (map) the email message, including any text, HTML content, images, or variables.
Plain Text	Enter (map) the message in plain text to send to the receipt.
Published	Enter (map) whether this is a published email.
From Name	Enter (map) the name with which the email will be sent.
From Address	Enter (map) the email address from which the email was or will be sent.
Base Module	Enter (map) the base module of the email template.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get an Email Template

Gets an email template.

Connection	Establish a connection to your SugarCRM account.
Email Template ID	Select or map an Email Template ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Email Templates

Searches email templates by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether to include the deleted email templates in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to include the email templates with null values in order_by fields last in the result set.
Limit	Set the maximum number of email templates Make will return during one execution cycle. The default value is 10.

Delete an Email Template

Deletes an email template.

Connection	Establish a connection to your SugarCRM account.
Email Template ID	Select or map an Email Template ID to delete.

Forecast Worksheets

You can watch, search, save, and delete forecast worksheets using the following modules.

Watch Forecast Worksheets

Triggers when a new forecast worksheet has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Search Forecast Worksheets

Searches forecast worksheets by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether to include the deleted forecast worksheets in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of custom queries Make will return during one execution cycle. The default value is 10.

Delete a Forecast Worksheet

Deletes a forecast worksheet.

Connection	Establish a connection to your SugarCRM account.
Forecast Worksheet ID	Enter (map) a Forecast Worksheet ID you want to delete.

Save a File

Saves a file to a temporary folder.

Connection

Establish a connection to your SugarCRM account.

File

Enter the details to map the file you want to save:

Name	Enter (map) file name, including the file extension.
Data	Enter (map) the data related to the file.

Inbound Emails

You can watch, create, update, search, retrieve, and delete inbound emails.

Watch Inbound Emails

Triggers when a new inbound email has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create an Inbound Email

Creates a new inbound email.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) the name of the inbound email.
User Name	Enter (map) the email address or username used to connect to the SMTP server.
Password	Enter (map) the password associated with the email address or username.
Monitored Folders	Enter (map) the folders in your external account that Sugar will monitor. Note Inbox is selected by default. To select one or more folders to monitor, click Select and then pick the folders in your external account for Sugar to monitor.
Mail Server Protocol	Enter (map) the mail protocol used to communicate with the mail server. Note IMAP is the default selection and provides the best functionality with Sugar.
Mail Server Address	Enter (map) the web address of the external email server from which emails will be imported into Sugar.
Email Provider	Enter (map) the email provider for the inbound email account Note The "Google Mail" and "Exchange Online" options allow you to connect your Sugar instance to these email services via OAuth2. The "Other" option covers all other email account configurations (e.g. Yahoo) supported in Sugar.
Mail Server Protocol	Enter (map) the mail server protocol. The default is imap.
Status	Select the current status of the account: Active Inactive
Mail Auth Type	Enter (map) the mail authorization type for the created inbound email.
Email Address	Enter (map) an Email address associated with the group email account when composing emails.
Delete Read Emails After Import	Select whether to delete the read Emails after importing.
Possible Actions	Enter (map) the possible actions like delete or mass update.
Personal	Select whether this is a personal Inbound Email.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update an Inbound Email

Updates an inbound email.

Connection	Establish a connection to your SugarCRM account.
Inbound Email ID	Select or map an Inbound Email ID whose details you want to update.
Name	Enter (map) a new name or designation of the account.
User Name	Enter (map) the email address or username used to connect to the SMTP server.
Password	Enter (map) the password associated with the email address or username.
Monitored Folders	Enter (map) the folders in your external account that Sugar will monitor. Note Inbox is selected by default. To select one or more folders to monitor, click "Select" and then pick the folders in your external account for Sugar to monitor.
Mail Server Protocol	Enter (map) the mail protocol used to communicate with the mail server. Note IMAP is the default selection and provides the best functionality with Sugar.
Mail Server Address	Enter (map) the web address of the external email server from which emails will be imported into Sugar.
Email Provider	Enter (map) the email provider for the inbound email account Note The Google Mail and Exchange Online options allow you to connect your Sugar instance to these email services via OAuth2. The Other option covers all other email account configurations (e.g. Yahoo) supported in Sugar.
Mail Server Protocol	Enter (map) the mail server protocol.
Status	Select the current status of the account: Active Inactive
Mail Auth Type	Enter (map) the mail authorization type for the created inbound email.
Email Address	Enter (map) an Email address associated with the group email account when composing emails.
Delete Read Emails After Import	Select whether to delete the read emails after importing.
Possible Actions	Enter (map) the possible actions like delete or mass update.
Personal	Select whether this is a personal inbound email.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get an Inbound Email

Gets an inbound email.

Connection	Establish a connection to your SugarCRM account.
Inbound Email ID	Select or map an Inbound Email ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Inbound Emails

Searches inbound emails by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted bugs in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of inbound emails Make will return during one execution cycle. The default value is 10.

Delete an Inbound Email

Deletes an inbound email.

Connection	Establish a connection to your SugarCRM account.
Inbound Email ID	Select or map an Inbound Email ID you want to delete.

Leads

You can watch, create, update, search, retrieve, and delete leads using the following modules.

Watch Leads

Triggers when a new lead has been created, or an existing one has been updated.

Webhook Name	Enter (map) a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Lead

Creates a new lead.

Connection	Establish a connection to your SugarCRM account.
Last Name	Enter (map) the lead's last name.
First Name	Enter (map) the lead's first name.
Title	Enter (map) the lead's business title. For example, `product manager`.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify the records in the external application.
Salutation	Select a standard greeting for the lead. For example, `Mr`.
Mobile	Enter (map) the lead's mobile number.
Email Address	Enter (map) the lead's email address.
Do Not Call	Select whether the lead has opted for the Do not call option.
Tags	Enter (map) user-created keywords separated by a comma that can be used to identify records in filters, dashlets, and reports.
Business Center ID	Select or map the Business Center ID of the lead.
Account Name	Enter (map) the account name to which the lead belongs.
Website	Enter (map) the lead's or lead's company website URL address.
Twitter Account	Enter (map) the lead's Twitter account information.
Status Description	Enter (map) the lead details.
Campaign ID	Select or map the Campaign ID through which you have received the lead.
Assigned User ID	Enter (map) the Assigned User ID working with the lead.
Status	Select the status of the lead. For example, `In Process`.
Primary Address Street	Enter (map) the street name.
Primary Address State	Enter (map) the state name.
Primary Address Postal Code	Enter (map) the area postal code.
Primary Address Country	Enter (map) the country name.
Primary Address City	Enter (map) the city name.
Alt Address Street	Enter (map) the lead's alternate address. Enter (map) the street name.
Alt Address State	Enter (map) the state name.
Alt Address Postal Code	Enter (map) the area postal code.
Alt Address Country	Enter (map) the country name.
Alt Address City	Enter (map) the city name.
Opportunity Amount	Enter (map) the expected opportunity amount for the potential business with the lead.
Office Phone	Enter (map) the lead's office number. If an admin has turned on the Enable Click-to-Call setting in the Admin > System Settings,
Lead Source Description	Enter (map) the details about the lead source.
Lead Source	Select or map the source from which this lead originated.
Fax	Enter (map) the lead's fax number.
Description	Enter (map) the lead's details.
Department	Enter (map) the lead's department name within their company.
Other Phone	Enter (map) the lead's other phone numbers.
Sync to Marketo and Reg	Select whether to sync this lead to Market and Reg.
Referred by	Enter (map) the name of the individual or organization that referred the lead.
Portal Name	Enter (map) the lead's portal name.
Portal Application	Enter (map) the lead's portal application.
Opportunity Name	Enter (map) the opportunity name associated with the lead.
Longitude	Enter (map) the longitude location of the company.
Lead Score	Enter (map) the lead's lead score.
Language Preference	Select or map the lead's preferred language.
Home Phone	Enter (map) the lead's residence number. Note If an admin has turned on the Enable Click-to-Call setting in Admin > System Settings, phone number fields are displayed as links that can be opened to dial them using the default computer telephony integration software on the user's computer.
Google Plus ID	Enter (map) the lead's Google Plus ID.
Facebook Account	Enter (map) the lead's Facebook account information.
Customer Journey Template	Select or map the customer journey template.
Consent Last Updated	Enter (map) the date when the consent was last updated. See the list of supported date and time formats.
Business Purposes Consented for	Enter (map) the business purposes for the lead consent taken.
Birthdate	Enter (map) the lead's date of birth in YYYY-MM-DD format.
Assistant Phone	Enter (map) the assistant's phone number. Note This is needed only if an admin has turned on the Enable Click-to-Call setting in Admin > System Settings.
Assistant	Enter (map) the name of the lead's assistant within his or her company.
Account Description	Enter (map) the account details of the lead.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Lead

Updates a lead.

Connection	Establish a connection to your SugarCRM account.
Lead ID	Select or map a Lead ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Lead section.

Get a Lead

Gets a lead.

Connection	Establish a connection to your SugarCRM account.
Lead ID	Select or map a Lead ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Leads

Searches lead by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the leads based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted leads in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of custom queries Make will return during one scenario execution cycle. The default value is 10.

Delete a Lead

Deletes a lead.

Connection	Establish a connection to your SugarCRM account.
Lead ID	Select or map the Lead ID you want to delete.

Manufacturers

You can watch, create, update, search, retrieve, and delete manufacturers using the following modules.

Watch Manufacturers

Triggers when a new manufacturer has been created, or an existing one has been updated.

Webhook Name	Enter (map) a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Manufacturer

Creates a new manufacturer.

Connection	Establish a connection to your SugarCRM account.
Manufacturer	Enter (map) the manufacturer's name as it appears in the Manufacturer Name field in the product catalog.
Integration Sync ID	Enter (map) an Integration Sync ID used by external integrations to identify Sugar records in the external application. For more details, see the Integrate REST API endpoints in the Developer Guide.
Status	Select the manufacturer status. For example, `active`.
Order	Enter (map) a number to specify the order in which this category will appear in the Manufacturer Name field list.
Description	Enter (map) the manufacturer description of the manufacturer.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Manufacturer

Updates a manufacturer.

Connection	Establish a connection to your SugarCRM account.
Manufacturer ID	Select or map the Manufacturer ID whose details you want to update.
Manufacturer	Enter (map) a new name for the manufacturer as it appears in the product catalog.
Integration Sync ID	Enter (map) an Integration Sync ID used by external integrations to identify Sugar records in the external application. For more details, see the Integrate REST API endpoints in the Developer Guide.
Status	Select the manufacturer status. For example, `active`.
Order	Enter (map) a number to specify the order in which this category will appear in the Manufacturer Name field list.
Description	Enter (map) the manufacturer details.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Manufacturer

Gets a manufacturer.

Connection	Establish a connection to your SugarCRM account.
Manufacturer ID	Select or map a Manufacturer ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Manufacturers

Searches manufacturers by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the manufacturers based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether to include the deleted manufacturers in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of manufacturers Make will return during one execution cycle. The default value is 10.

Delete a Manufacturer

Deletes a manufacturer.

Connection	Establish a connection to your SugarCRM account.
Manufacturer ID	Select or map a Manufacturer ID you want to delete.

Meetings

You can watch, create, update, search, retrieve, and delete meetings using the following modules.

Watch Meetings

Triggers when a new meeting has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Meeting

Creates a new meeting.

Connection	Establish a connection to your SugarCRM account.
Subject	Enter (map) a subject line of the scheduled meeting.
Start Date	Enter (map) the date and time that the meeting or first meeting in the series of recurring meetings is scheduled to begin. See the list of supported date and time formats.
Duration Minutes	Enter (map) the duration of the meeting in minutes.
Integration Sync ID	Enter (map) the Integration Sync ID for the meeting is used by external integrations to identify Sugar records in the external application. For more information, see the Integrate REST API endpoints in the Developer Guide.
Duration Hours	Enter (map) the duration of the meeting in minutes.
Status	Select the current status of the meeting: Planned Held Canceled
Assigned User ID	Select or map the Assigned User ID of the meeting.
Tags	Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.
Popup Reminder Time	Select when to trigger a reminder popup alert to guests at a duration before the meeting's start time. For example, `5 minutes prior`.
Email Reminder Time	Select when to send a reminder email to guests at a specified duration before the meeting's start time. For example, `10 minutes prior`.
Related Type	Select or map the related type module record associated with the meeting. For example, `account`.
Repeat Type	Select the recurring series of meetings and enter the details.
Repeat	Select or map the repeat option for the meeting.
Repeat Until	Enter (map) the date until which you want to repeat the meeting. See the list of supported date and time formats.
Count Until	Enter (map) the number of meeting occurrences scheduled. For example, `10`.
Location	Enter (map) the location of the meeting.
Description	Enter (map) the meeting details.
Customer Journey URL	Enter (map) the customer journey URL address.
Customer Journey Score	Enter (map) the customer journey score.
Customer Journey Progress	Enter (map) the customer journey progress.
Customer Journey Parent Activity Type	Enter (map) the customer journey parent activity type.
Customer Journey Order	Enter (map) the order of the customer journey.
Customer Journey Momentum Start Date	Enter (map) the momentum start date of the customer journey. See the list of supported date and time formats.
Customer Journey Momentum Score	Enter (map) the momentum score of the customer journey.
Customer Journey Momentum Ratio	Enter (map) the momentum ratio of the customer journey.
Customer Journey Momentum Points	Enter (map) the momentum points of the customer journey.
Customer Journey Momentum End Date	Enter (map) the momentum end date of the customer journey. See the list of supported date and time formats.
Customer Journey Blocked by	Enter (map) the blocked details of the customer journey.
Customer Journey Actual Order	Enter (map) the actual order of the customer journey.
Is Customer Journey Parent Activity	Select whether the meeting is a customer journey parent activity.
Display URL	Enter (map) the URL to access the meeting if hosted by an external application. For example, `WebEx`, `GoToMeeting`, etc.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Meeting

Updates a meeting.

Connection	Establish a connection to your SugarCRM account.
Meeting ID	Select or map the Meeting ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Meeting section.

Get a Meeting

Gets a meeting.

Connection	Establish a connection to your SugarCRM account.
Meeting ID	Select or map a Meeting ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Meetings

Searches meetings by given criteria.

.Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the meetings based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Enter (map) the details to order the search results.
Deleted	Select whether to include the deleted meetings in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Enter the maximum number of meetings Make will return during one execution cycle. The default value is 10.

Delete a Meeting

Deletes a meeting.

Connection	Establish a connection to your SugarCRM account.
Meeting ID	Select or map a Meeting ID you want to delete.

Notes

You can watch, create, update, search, save, retrieve, and delete notes using the following modules.

Watch Notes

Triggers when a new note has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Save a File

Saves a file to a temporary folder.

Connection

Establish a connection to your SugarCRM account.

File

Enter (map) details of the file:

Name	Enter (map) a name for the file, including the file extension.
Data	Enter (map) the file data.

Create a Note

Creates a new note.

Connection

Establish a connection to your SugarCRM account.

Subject

Enter (map) the subject line or designation of the note.

Integration Sync ID

Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.

Contact ID

Select or map the Contact ID for the note.

Assigned User ID

Select or map the Assigned User ID for the note.

Tags

Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.

Related Type

Select or map the related type of note. For example, accounts.

Related ID

Select or map the Related ID of the note.

Embed in email?

Select whether to embed this note in the email.

Display in Portal?

Select whether to display this note in the portal.

Note

Notes related to cases, bugs, and/or knowledge-base articles will display in the portal by default. Administrators can have this field disabled by default via Admin > Studio.

Description

Enter (map) the note details.

Mime Type

Enter (map) the Mime type of the note.

Is Attachment

Select whether this indicates if the note represents a file attachment to another record.

Attachments

Enter (map) details of the file to attach to the note. You can attach multiple files.

Name	Enter (map) the file name to display in the note, including the file extension.
Filename GUID	Enter the ID of the downloaded file in the temporary storage of the program. Note You must first use the Save a File module to get the file ID.

Custom Fields

Enter or map information in the custom fields that appear depending on your account setup.

Update a Note

Updates a note.

Connection	Establish a connection to your SugarCRM 11 account.
Note ID	Select or map the Note ID whose details you want to update.
Subject	Enter (map) the subject line or designation of the note.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Contact ID	Select or map the Contact ID for the note. For example, accounts.
Assigned User ID	Select or map the Assigned User ID for the note.
Tags	Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.
Related Type	Select or map the related type of the note.
Related ID	Select or map the Related ID of the note.
Embed in email?	Select whether to embed this note in the email.
Display in Portal?	Select whether to display this note in the portal. Note Notes related to cases, bugs, and/or knowledge base articles will display in the portal by default. Administrators can have this field disabled by default via Admin > Studio.
Description	Enter (map) the note details.
Mime Type	Enter (map) the Mime type of the note.
Is Attachment	Select whether this indicates if the note represents a file attachment to another record.
File Source	Enter (map) the source of the file.
File Size	Enter (map) the size of the file.
File Extension	Enter (map) the type of file by mentioning its extension.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Note

Gets a note.

Connection	Establish a connection to your SugarCRM 11 account.
Note ID	Select or map a Note ID whose details you want to retrieve a note.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Notes

Searches notes by given criteria.

Connection	Establish a connection to your SugarCRM 11 account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the details of the field to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted bugs in the search results.. Note This works only with the 'filter' parameter and Does not work compatible with the 'query' parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of notes Make will return during one execution cycle. The default value is 10.

Delete a Note

Deletes a note.

Connection	Establish a connection to your SugarCRM 11 account.
Note ID	Select or map a Note ID you want to delete.

Opportunities

You can watch, create, update, search, retrieve, and delete opportunities using the following modules.

Watch Opportunities

Triggers when a new opportunity has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook name.
Connection	Establish a connection to your SugarCRM account.

Create an Opportunity

Creates a new opportunity.

Connection	Establish a connection to your SugarCRM account.
Opportunity Name	Enter (map) a name for the opportunity.
Integration Sync ID	Enter (map) Integration Sync ID used by external integrations to identify Sugar records in the external application.
Currency ID	Select or map the Currency ID applicable to the opportunity.
Account ID	Select or map an Account ID for which you want to create an opportunity.
Assigned User ID	Select or map the Assigned User ID who is working on the opportunity.
Tags	Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.
Type	Select the type of business: Existing Business New Business
Next Step	Enter (map) the succeeding stage of the opportunity's sales cycle.
Lead Source	Select or map the source from which the opportunity originated.
Description	Enter (map) the opportunity details.
Customer Journey Template	Select or map a customer journey template applicable to the opportunity.
Sync to Marketo and Reg	Select whether to sync this opportunity to Marketo and Reg.
Renewal	Select whether you want to renew this opportunity.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update an Opportunity

Updates an opportunity.

Connection	Establish a connection to your SugarCRM account.
Opportunity ID	Select or map the Opportunity ID whose details you want to update.
Opportunity Name	Enter (map) a new name for the opportunity.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Currency ID	Select or map a Currency ID applicable to the opportunity.
Account ID	Select or map an Account ID associated with the opportunity.
Assigned User ID	Select or map the Assigned User ID working on the opportunity.
Tags	Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.
Type	Select the type of business: Existing Business New Business
Next Step	Enter (map) the succeeding stage of the opportunity's sales cycle.
Lead Source	Select or map the source from which the opportunity originated.
Description	Enter (map) the opportunity details.
Customer Journey Template	Select or map a customer journey template applicable to the opportunity.
Sync to Marketo and Reg	Select whether to sync this opportunity to Marketo and Reg.
Renewal	Select whether you want to renew this opportunity.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get an Opportunity

Gets an opportunity.

Connection	Establish a connection to your SugarCRM account.
Opportunity ID	Select or map an Opportunity ID to retrieve an opportunity.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Opportunities

Searches opportunities by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the opportunities based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted opportunities in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return the records with null values in order_by fields last in the result set.
Limit	Set the maximum number of opportunities Make will return during one execution cycle. The default value is 10.

Delete an Opportunity

Deletes an opportunity.

Connection	Establish a connection to your SugarCRM account.
Opportunity ID	Select or map an Opportunity ID you want to delete.

Products

You can watch, create, update, search, retrieve, and delete products.

Watch Products

Triggers when a new product has been created, or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Product

Creates a new product.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) the product name.
Unit Price	Enter (map) the unit price of the product.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Product Template ID	Select or map a Product Template ID applicable to the product.
Status	Select or map the product status. For example, `shipped`.
Account ID	Select or map an Account ID for the product.
Quote ID	Select or map a Quote ID for the product.
Contact ID	Select or map a Contact ID for the product.
Service	Select whether a service is available for this product.
Tags	Enter (map) user-created keywords that can be used to identify records in filters, dashlets, and reports.
Assigned User ID	Select or map an Assigned User ID working on this product.
Quantity	Enter (map) the number of units in stock of the product. Negative values are allowed.
Part Number	Enter (map) the manufacturer's part number for the product.
List Price	Enter (map) the quotable list price of the product.
Discount Amount	Enter (map) the amount of discount available for the product.
Description	Enter (map) the product details.
Cost	Enter (map) the actual cost of the item. This will not appear on printed quotes.
Book Value Date	Enter (map) the date of the book value entry. See the list of supported date and time formats.
Book Value	Enter (map) the product's book value.
Asset Number	Enter (map) the product's asset number.
Weight	Enter (map) the weight of the product. Negative values are allowed.
Vendor Part Number	Enter (map) the vendor's part number for the product.
Support Title	Enter (map) the support title for the product.
Support Term	Enter (map) the term in which support will be provided for the product. For example, `six months` or `one year`.
Support Starts	Enter (map) the start date of the support in the support term. See the list of supported date and time formats.
Support Expires	Enter (map) the end date of the support in the support term. See the list of supported date and time formats.
Support Desc	Enter (map) a brief description or other information regarding the support provided.
Support Contact	Enter (map) the support person's contact information, such as the phone number or email address.
Serial Number	Enter (map) the serial number of the product.
Renewal	Select whether or not to renew the service offered for additional time periods. Note Activated when the Service field is set to yes. When Renewable equals yes, it will trigger the renewal pipeline automation feature for Sugar Sell users.
Purchased	Enter (map) the date of purchase of the product. See the list of supported date and time formats.
Product URL	Enter (map) the product's web address if available online.
Pricing Formula	Enter (map) the pricing formula for the product.
Next Step	Enter (map) the succeeding stage of the product.
Expected Close Date	Enter (map) an expected close date for the product.
Discount in %	Select whether the discount in % is applicable.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Product

Updates a product.

Connection	Establish a connection to your SugarCRM account.
Product ID	Enter (map) a Product ID whose details you want to update.
Name	Enter (map) the product name.
Unit Price	Enter (map) the unit price of the product.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Product Template ID	Select or map a Product Template ID applicable to the product.
Status	Select the status of the product. For example, `shipped`.
Account ID	Select or map an Account ID for the product.
Quote ID	Select or map a Quote ID for the product.
Contact ID	Select or map a Contact ID for the product.
Service	Select whether a service is available for this product.
Tags	Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.
Assigned User ID	Select or map an Assigned User ID for the product.
Quantity	Enter (map) the number of units that are in stock of the product. Negative values are allowed.
Part Number	Enter (map) the manufacturer's part number for the product.
List Price	Enter (map) the quotable list price of the product.
Discount Amount	Enter (map) the amount of discount available for the product.
Description	Enter (map) the product details.
Cost	Enter (map) the actual cost of the item. This will not appear on the printed quotes.
Book Value Date	Enter (map) the date of the book value entry. See the list of supported date and time formats.
Book Value	Enter (map) the product's book value.
Asset Number	Enter (map) the product's asset number.
Weight	Enter (map) the weight of the product. Negative values are allowed.
Vendor Part Number	Enter (map) the vendor's part number for the product.
Support Title	Enter (map) a title for the support.
Support Term	Enter (map) the terms in which support will be provided for the product. For example, `six months` or `one year`.
Support Starts	Enter (map) the start date of the support in the support term. See the list of supported date and time formats.
Support Expires	Enter (map) the end date of the support in the support term. See the list of supported date and time formats.
Support Desc	Enter (map) a brief description or other information regarding the support provided.
Support Contact	Enter (map) the support person's contact information, such as the phone number or email address.
Serial Number	Enter (map) the serial number of the product.
Renewal	Select whether or not to renew the service offered for additional time periods.
Purchased	Enter (map) the date of purchase of the product. See the list of supported date and time formats.
Product URL	Enter (map) the product's web address if it is available online.
Pricing Formula	Enter (map) the pricing formula for the product.
Next Step	Enter (map) the succeeding stage of the product.
Expected Close Date	Enter (map) an expected close date for the product. See the list of supported date and time formats.
Discount in %	Select whether the discount in percentage is applicable.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Product

Gets a product.

Connection	Establish a connection to your SugarCRM account.
Product ID	Enter (map) a Product ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Products

Searches products by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the products based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether to include the deleted products in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of products Make will return during one execution cycle. The default value is 10.

Delete a Product

Deletes a product.

Connection	Establish a connection to your SugarCRM account.
Product ID	Enter (map) a Product ID you want to delete.

Product Types

You can watch, create, update, search, retrieve, and delete product types using the following modules.

Watch Product Types

Triggers when a new product type has been created, or an existing one has been updated.

Webhook Name	Enter (map) a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Product Type

Creates a new product type.

Connection	Establish a connection to your SugarCRM account.
Product Type	Enter (map) the product type's name as appears on the Type dropdown list in the product catalog.
Order	Enter (map) a number to specify the order in which this product type will appear in the Type dropdown list.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Description	Enter (map) the product type details.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Product Type

Updates a product type.

Connection	Establish a connection to your SugarCRM account.
Product Type ID	Enter (map) a Product Type ID whose details you want to update.
Product Type	Enter (map) a new product type's name as appears on the Type dropdown list in the product catalog.
Order	Enter (map) a number to specify the order in which this product type will appear in the Type dropdown list.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Description	Enter (map) the product type details.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Product Type

Gets a product type.

Connection	Establish a connection to your SugarCRM account.
Product Type ID	Enter (map) a Product Type ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Product Types

Searches product type by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the product types based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether to include the deleted product types in the search results. Note This works only with the filter parameter and is not compatible with the query parameter.
Nulls Last	Select whether to return records with null values in order_by fields last in the result set.
Limit	Set the maximum number of product types Make will return during one execution cycle. The default value is 10.

Delete a Product Type

Deletes a product type.

Connection	Establish a connection to your SugarCRM account.
Product Type ID	Enter (map) a Product Type ID you want to update.

Projects

You can watch, create, update, search, retrieve, and delete projects using the following modules.

Watch Projects

Triggers when a new project has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Project

Creates a new project.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) the project name.
Start Date	Enter (map) the date when the projects will start. See the list of supported date and time formats.
End Date	Enter (map) the date when the project will be completed. See the list of supported date and time formats.
Status	Select the project approval status of the project. For example, `draft`.
Priority	Select the project priority. For example, `high`.
Is Template	Select whether to set this project as a template.
Description	Enter (map) the project details.
Assigned User ID	Select or map the Assigned User ID user who owns the project.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Project

Updates a project.

Connection	Establish a connection to your SugarCRM account.
Project ID	Select or map a Project ID whose details you want to update.
Name	Enter (map) a new product name.
Start Date	Enter (map) the date when the projects will start. See the list of supported date and time formats.
End Date	Enter (map) the date when the project will be completed. See the list of supported date and time formats.
Status	Select the project approval status. For example, `draft`.
Priority	Select the project priority. For example, `high`.
Is Template	Select whether or not to set this project as a template.
Description	Enter (map) the project details.
Assigned User ID	Select or map the Assigned User ID to whom the project is assigned.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Get a Project

Gets a project.

Connection	Establish a connection to your SugarCRM account.
Project ID	Select or map a Project ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Projects

Searches projects by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the bugs based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted bugs in the search results. Note This works only with the filter parameter and is not work compatible with the query parameter.
Nulls Last	Select whether to include the records with null values in order_by fields last in the result set.
Limit	Set the maximum number of projects Make will return during one execution cycle. The default value is 10.

Delete a Project

Deletes a project.

Connection	Establish a connection to your SugarCRM account.
Project ID	Select or map a Project ID you want to delete.

Prospects

You can create, update, list, search, retrieve, and delete prospects using the following modules.

Watch Prospects

Triggers when a new prospect has been created, or an existing one has been updated.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Prospect

Creates a new prospect.

Connection	Establish a connection to your SugarCRM 11 account.
Last Name	Enter (map) the prospect's last name.
First Name	Enter (map) the prospect's first name.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Salutation	Select a standard greeting for the prospect. For example, `Mr`.
Twitter Account	Enter (map) the prospect's Twitter account information.
Assigned User ID	Enter (map) the Assigned User ID working with the prospect.
Title	Enter (map) the prospect's business title. For example, `product manager`.
Primary Address Street	Enter the prospect's primary address. Enter (map) the street name.
Primary Address State	Enter (map) the state name.
Primary Address Postal Code	Enter (map) the area postal code.
Primary Address Country	Enter (map) the country name.
Primary Address City	Enter (map) the city name.
Office Phone	Enter (map) the prospect's office phone number.
Mobile	Enter (map) the prospect's mobile number.
Fax	Enter (map) the prospect's fax number.
Facebook Account	Enter (map) the prospect's Facebook account details.
Email Addresses	Enter (map) the prospect's email address.
Tags	Add the tags applicable to the prospect.
Do Not Call	Select whether the prospect has opted for the Do not call option.
Description	Enter (map) the prospect's details.
Department	Enter (map) the prospect's department name in the company.
Alternate Address Street	Enter the prospect's alternative address. Enter (map) the street name.
Alternate Address State	Enter (map) the state name.
Alternate Address Postal Code	Enter (map) the area postal code.
Alternate Address Country	Enter (map) the country name.
Alternate Address City	Enter (map) the city name.
Account Name	Enter (map) the account name.
D&B Principal ID	Enter (map) the Unique ID number associated with the prospect in D&B.
Other Phone	Enter (map) the prospect's alternative phone number.
Home	Enter (map) the prospect's residence number.
Google Plus ID	Enter (map) the prospect's Google Plus ID.
Birthdate	Enter (map) the prospect's date of birth in YYYY-MM-DD format.
Assistant Phone	Enter (map) the assistant's phone number.
Assistant	Enter (map) the name of the prospect's assistant within his or her company.
Business Purposes Consented for	Enter (map) the business purpose for which the prospect has provided the consented.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Prospect

Updates a prospect.

Connection	Establish a connection to your SugarCRM account.
Prospect ID	Select or map the Prospect ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Prospect section.

Get a Prospect

Gets a prospect.

Connection	Establish a connection to your SugarCRM account.
Prospect ID	Select or map a Prospect ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Prospects

Searches prospects by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the prospects based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Deleted	Select whether you want to include the deleted prospects in the search results. Note This works only with the filter parameter and Does not work compatible with the query parameter.
Nulls Last	Select whether to include the records with null values in order_by fields last in the result set.
Limit	Set the maximum number of prospects Make will return during one execution cycle. The default value is 10.

Delete a Prospect

Deletes a prospect.

Connection	Establish a connection to your SugarCRM account.
Prospect ID	Select or map a Prospect ID you want to delete.

Revenue Line Items

You can watch, create, update, retrieve, and delete revenue line items using the following modules.

Watch Revenue Line Items

Triggers when a new revenue line item has been created or an existing one has been updated.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your SugarCRM account.

Create a Revenue Line Item

Creates a new revenue line item.

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) a name for the revenue line item.
Opportunity ID	Select or map the Opportunity ID for which you want to create a revenue line item.
Expected Close Date	Enter (map) the date when the revenue line item is expected to close or already has closed. See the list of supported date and time formats.
Likely	Enter (map) the most likely amount that may be won for the revenue line item. If no value is provided, the Likely field will be automatically filled with the value of the Calculated Amount field.
Currency ID	Select or map a Currency ID for the revenue line item.
Integration Sync ID	Enter (map) the sync key field used by external integrations to identify Sugar records in the external application.
Account ID	Select or map an Account ID for the revenue line item.
Product Template ID	Select or map a Product Template ID for the revenue line item.
Assigned User ID	Select or map an Assigned User ID for the revenue line item.
Purchased Line Item ID	Select or map a Purchased Line Item ID for the revenue line item.
Worst	Enter (map) the least optimistic amount that may be won for the revenue line item. If no value is provided, the Worst field will be automatically filled with the value of the Likely field or the Calculated Amount field.
Discount Amount	Enter (map) the discount percentage or amount provided for the revenue line item.
Tags	Add the user-created keywords that can be used to identify records in filters, dashlets, and reports.
Type	Select the type of the revenue line item's business: Existing Business New Business
Tax Class	Select the tax classification for the revenue line item's product: Taxable Non-Taxable
Service	Select whether to make this revenue line item a service. Enabling the Service field will make the Service Duration (required), Service Start Date (required), and Renewable fields available.
Sales Stage	Select or map the revenue line item's current state in the sales process.
Quantity	Enter (map) the number of products being purchased.
Next Step	Enter (map) the succeeding stage of the revenue line item's sales cycle.
Lead Source	Select the source from which the revenue line item opportunity originated.
Description	Enter (map) a revenue line item details.
Best	Enter (map) the most optimistic amount that may be won for the revenue line item. If no value is provided, the Best field will be automatically filled with the value of the Likely field or the value of the Calculated Amount field.
Vendor Part Number	Enter (map) the vendor's part number for the product.
Support Title	Enter (map) a title for the support.
Support Term	Enter (map) the term in which support will be provided for the product. For example, six months or one year.
Support Starts	Enter (map) the start date of the support in the support term. See the list of supported date and time formats.
Support Expires	Enter (map) the end date of the support in the support term. See the list of supported date and time formats.
Support Desc	Enter (map) brief details or other information regarding the support provided.
Support Contact	Enter (map) the support person's contact information, such as the phone number or email address.
Status	Enter (map) status for the revenue line item.
Serial Number	Enter (map) the serial number of the product.
Purchased	Enter (map) the date of purchase of the product. See the list of supported date and time formats.
Product URL	Enter (map) the product's web address if it is available online.
Pricing Formula	Enter (map) the pricing formula for the product.
Book Value Date	Enter (map) the date of the book value entry. See the list of supported date and time formats.
Asset Number	Enter (map) the product's asset number.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Update a Revenue Line Item

Updates a revenue line item.

Connection	Establish a connection to your SugarCRM account.
Revenue Line Item ID	Select or map the Revenue Line Item ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

For field descriptions, see the Create a Revenue Line Item section.

Get a Revenue Line Item

Gets a revenue line item.

Connection	Establish a connection to your SugarCRM account.
Revenue Line Item ID	Select or map the Revenue Line Item ID whose details you want to retrieve.
Record View	Select whether to retrieve the output in `Record View`. This will show and/or hide additional parameters, depending on your user settings. For example, comment logs can be shown.

Search Revenue Line Items

Searches revenue line items by given criteria.

Connection	Establish a connection to your SugarCRM account.
Sub-Expression Types	Select or map the subexpression type to apply to the filters. For example, AND.
Filter	Select or map the field values to filter the revenue line items based on the specified entries.
Fields	Add the field details to filter the results based on specified values.
Order by	Select or map the fields to sort the search results.
Deleted	Select whether you want to include the deleted revenue line items in the search results.
Null Last	Select whether you want to include records with null values in order_by fields last in the result set.
Limit	Set the maximum number of revenue line items Make will return during one execution cycle.

Delete a Revenue Line Item

Deletes a revenue line item.

Connection	Establish a connection to your SugarCRM account.
Revenue Line Item ID	Select or map the Revenue Line Item ID you want to delete.

In this section:

Connection	Establish a connection to your SugarCRM account.
Name	Enter (map) a name for the category.
Root	Select or map the root for the category.
Left	Enter (map) the position number of the category, after which the new category will be created. One category occupies two positions.
Right	Enter (map) the position number of the category before which the new category will be created. Remember that one category occupies two positions.
Level	Enter (map) the category level.
Integration Sync ID	Enter (map) the Integration Sync ID used by external integrations to identify Sugar records in the external application.
Description	Enter (map) the category details.
Is External	Select whether or not the category is external.
External Source Meta	Enter (map) the external source meta if the category is set to external.
External Source ID	Enter (map) the External Source ID if the category is set to external.
External Source Type	Enter (map) the external source type if the category is set to external.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

Connection	Establish a connection to your SugarCRM account.
Category ID	Select or map the Category ID whose details you want to update.
Comment Log Entry	Enter (map) information to include in the Comment Log. You must have Comment Logs enabled in SugarCRM to do so.
Custom Fields	Enter or map information in the custom fields that appear depending on your account setup.

SugarCRM

Connect SugarCRM to Make

Set Up SugarCRM Webhooks

Accounts

Watch Accounts

Create an Account

Update an Account

Get an Account

Search Accounts

Delete an Account

Bugs

Watch Bugs

Create a Bug

Update a Bug

Get a Bug

Search Bugs

Delete Bugs

Calls

Watch Calls

Create a Call

Note

Updates a Call

Get a Call

Search Calls

Delete a Call

Campaigns

Watch Campaigns

Create a Campaign

Update a Campaign

Get a Campaign

Search Campaigns

Delete a Campaign

Cases

Watch Cases

Create a Case

Update a Case

Get a Case

Search Cases

Delete a Case

Categories

Watch Categories

Create a Category

Update a Category

Get a Category

Search Categories

Delete a Category

Contacts

Watch Contacts

Create a Contact

Updates a Contact

Get a Contact

Search Contacts

Delete a Contact

Contracts

Watch Contracts

Create a Contract

Update a Contract

Get a Contract

Search Contracts

Delete a Contract

Currencies

Watch Currencies

Create a Currency

Update a Currency

Get a Currency

Search Currencies

Delete a Currency

Custom Queries

Watch Custom Queries

Create a Custom Query

Update a Custom Query

Get a Custom Query

Search a Custom Query

Note

Delete a Custom Query

Email Templates

Watch Email Templates

Create an Email Template

Update an Email Template

Get an Email Template