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SugarCRM
Superhuman Docs

Connect SugarCRM and Superhuman Docs integrations

Explore ready-made SugarCRM and Superhuman Docs templates and start automating in minutes.

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Create a custom workflow

Integrate SugarCRM with Superhuman Docs and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

SugarCRM
Trigger: Watch Accounts
Superhuman Docs
Action: Select an action
1. Select a trigger

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2. Select an action

  • Creates a new Superhuman Docs doc, optionally copying an existing doc.

  • Creates a new row in a selected table.

  • Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.

  • Returns details about a column in a table.

  • Returns info on a control.

  • Returns information about the specified doc.

  • Returns details about a folder.

  • Returns info on a formula.

  • Returns details about a section.

  • Returns details about a row in a table.

  • Returns details about a specific table.

  • Performs an arbitrary authorized API call.

  • Pushes a button on a row in a table.

  • Updates properties for a page.

  • Updates a specified row in the table.jj

  • Creates a new row or updates existing rows if any upsert key columns are provided. When upserting, if multiple rows match the specified key column(s), they will all be updated with the specified value.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SugarCRM and Superhuman Docs.

Create a Bug
Creates a new bug.
Action
Create a Call
Creates a new call.
Action
Create a Campaign
Creates a new сampaign.
Action
Create a Case
Creates a new case.
Action
Create a Category
Creates a new category.
Action
Create a Contact
Creates a new contact.
Action
Create a Contract
Creates a new contract.
Action
Create a Currency
Creates a new currency.
Action
Create a Custom Query
Creates a new custom query.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.