Table of Contents
- SugarCRM
With SugarCRM modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More, you can manage accounts, bugs, calls, campaigns, cases, categories, contacts, contracts, currencies, custom queries, email templatesTemplates are predefined scenarios that you can expand and customize to create new scenarios. You can then share these with friends and colleagues. More, forecast worksheets, inbound emails, leads, manufactures, meetings, notes, opportunities, products, product types, projects, prospects, and revenue line itemsItems are rows in records (order/request/invoice/purchase...).
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.
To establish the connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). More:
- Log in to your Boost.space Integrator account, add a SugarCRM moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More, and click Create a connection.Note: If you add a module with an
instanttag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., 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 appCreate your own custom apps to be used in the integrator engine and share them with users in your organization. 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.
This app uses webhooks to triggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... 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
instantmodule 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 AdminAdmins in Boost.space have exclusive access to system settings. They manage the overall system setup, including appearance, language, currency, user settings, and the availability of individual modules to users and teams. More.
- 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 Boost.space Integrator. Module Name Select the SugarCRM module you want to watch in Boost.space Integrator. Request Method Select POST. - Click Save.
SugarCRM will now send data to Boost.space Integrator through the webhook when the selected event occurs.
You can watch, create, update, retrieve, search, and delete accounts using the following modules.
TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... 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. |
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 UserCan use the system on a limited basis based on the rights assigned by the admin. More 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 recordsOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. More 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 TemplateTemplates are predefined scenarios that you can expand and customize to create new scenarios. You can then share these with friends and colleagues. More | Select or map the customer journey template. |
| Custom FieldsA feature in Boost.space that allows you to define and manage data within each module according to your specific needs. More | Enter or map information in the custom fields that appear depending on your account setup. |
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. |
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. |
| RecordOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. More 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. |
Searches accounts by given criteria.
| Connection | Establish a connection to your SugarCRM account. | ||||
| Sub-Expression Types | Select the Sub-Expression type:
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| 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:
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| 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 Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. The default value is 10. |
Deletes an account.
| Connection | Establish a connection to your SugarCRM account. |
| Account ID | Select or map an Account ID you want to delete. |
You can watch, create, update, retrieve, search, and delete bugs using the following modules.
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. |
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. |
| StatusCreate statuses for each module separately to create an ideal environment for efficient and consistent work. More | 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. |
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.
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. |
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 Boost.space Integrator will return during one execution cycle. |
Deletes a bug.
| Connection | Establish a connection to your SugarCRM account. |
| Bug ID | Select or map the Bug ID you want to delete. |
You can watch, create, update, search, retrieve, and delete 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. |
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. |
| 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:
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.
|
| 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. |
![[Note]](https://bs-docs2.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png)
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.
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. |
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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a call.
| Connection | Establish a connection to your SugarCRM account. |
| Call ID | Select or map the Call ID you want to delete. |
You can watch, create, update, search, retrieve, and delete the 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. |
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. |
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.
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. |
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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a campaign.
| Connection | Establish a connection to your SugarCRM account. |
| Campaign ID | Select or map the Campaign ID you want to delete. |
You can watch, create, update, search, retrieve, and delete 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. |
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. |
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.
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. |
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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a case.
| Connection | Establish a connection to your SugarCRM account. |
| Case ID | Select or map the Case ID you want to delete. |
You can watch, create, update, search, retrieve, and delete the categories using the following modules.
Triggers when a new category 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. |
Creates a new category.
| 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. |
Updates a category.
| 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. |
For field descriptions, see the Create a Category section.
Gets a category.
| Connection | Establish a connection to your SugarCRM account. |
| Category ID | Select or map the Category 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. |
Searches categories 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 categories 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 categories 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 categories Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a category.
| Connection | Establish a connection to your SugarCRM account. |
| Category ID | Select or map the Category ID you want to delete. |
You can watch, create, update, search, retrieve, and delete contacts using the following modules.
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. |
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 SettingsMain settings of the Boost.space system that is accessible only by admins. You can change a variety of things here (custom fields, actions and triggers, design, etc.), 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.
| 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.
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. |
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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a contact.
| Connection | Establish a connection to your SugarCRM account. |
| Contact ID | Select or map the Contact ID you want to delete. |
You can watch, create, update, search, retrieve, and delete contracts using the following modules.
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. |
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. |
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.
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. |
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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a contract.
| Connection | .Establish a connection to your SugarCRM account. |
| Contract ID | Select or map the Contract ID you want to delete. |
You can watch, create, update, search, retrieve, and delete currencies using the following modules.
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. |
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. |
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. |
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 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a currency.
| Connection | .Establish a connection to your SugarCRM account. |
| Currency ID | Select or map the Currency ID you want to delete. |
You can watch, create, update, search, retrieve, and delete custom queries using the following modules.
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. |
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. |
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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
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. |
You can watch, create, update, retrieve, and delete email templates using the following modules.
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. |
Creates a new email template.
| Connection | Establish a connection to your SugarCRM account. |
| Name | Enter (map) a unique and descriptive name to help usersCan use the system on a limited basis based on the rights assigned by the admin. More 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. |
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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes an email template.
| Connection | Establish a connection to your SugarCRM account. |
| Email Template ID | Select or map an Email Template ID to delete. |
You can watch, search, save, and delete forecast worksheets using the following modules.
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
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. |
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:
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You can watch, create, update, search, retrieve, and delete 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. |
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.
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| Mail Server Protocol | Enter (map) the mail protocol used to communicate with the mail server.
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| 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
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| Mail Server Protocol | Enter (map) the mail server protocol. The default is imap. | |||
| Status | Select the current status of the account:
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| 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. |
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.
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| Mail Server Protocol | Enter (map) the mail protocol used to communicate with the mail server.
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| 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
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| Mail Server Protocol | Enter (map) the mail server protocol. | |||
| Status | Select the current status of the account:
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| 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. |
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| 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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
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. |
You can watch, create, update, search, retrieve, and delete leads using the following modules.
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. |
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. |
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| 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. |
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| 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. |
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| 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.
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| 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.
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| 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. |
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.
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. |
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.
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| 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 Boost.space Integrator will return during one scenario execution cycle. The default value is 10. |
Deletes a lead.
| Connection | Establish a connection to your SugarCRM account. |
| Lead ID | Select or map the Lead ID you want to delete. |
You can watch, create, update, search, retrieve, and delete manufacturers using the following modules.
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. |
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. |
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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a manufacturer.
| Connection | Establish a connection to your SugarCRM account. |
| Manufacturer ID | Select or map a Manufacturer ID you want to delete. |
You can watch, create, update, search, retrieve, and delete meetings using the following modules.
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. |
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:
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| 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. |
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.
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a meeting.
| Connection | Establish a connection to your SugarCRM account. |
| Meeting ID | Select or map a Meeting ID you want to delete. |
You can watch, create, update, search, save, retrieve, and delete notes using the following modules.
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. |
Saves a file to a temporary folder.
| Connection | Establish a connection to your SugarCRM account. | ||||
| File | Enter (map) details of the file:
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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. |
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| 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.
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| 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.
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| Custom Fields | Enter or map information in the custom fields that appear depending on your account setup. |
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.
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| 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. |
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. |
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..
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a note.
| Connection | Establish a connection to your SugarCRM 11 account. |
| Note ID | Select or map a Note ID you want to delete. |
You can watch, create, update, search, retrieve, and delete opportunities using the following modules.
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. |
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:
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| 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. |
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:
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| 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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes an opportunity.
| Connection | Establish a connection to your SugarCRM account. |
| Opportunity ID |
Select or map an Opportunity ID you want to delete. |
You can watch, create, update, search, retrieve, and delete 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. |
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. |
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| 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 itemItems are rows in records (order/request/invoice/purchase...). 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. |
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| 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.
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| 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. |
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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a product.
| Connection | Establish a connection to your SugarCRM account. |
| Product ID | Enter (map) a Product ID you want to delete. |
You can watch, create, update, search, retrieve, and delete product types using the following modules.
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. |
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. |
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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
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. |
You can watch, create, update, search, retrieve, and delete projects using the following modules.
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. |
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. |
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. |
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a project.
| Connection | Establish a connection to your SugarCRM account. |
| Project ID | Select or map a Project ID you want to delete. |
You can create, update, list, search, retrieve, and delete prospects using the following modules.
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. |
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. |
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.
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. |
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.
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| 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 Boost.space Integrator will return during one execution cycle. The default value is 10. |
Deletes a prospect.
| Connection | Establish a connection to your SugarCRM account. |
| Prospect ID | Select or map a Prospect ID you want to delete. |
You can watch, create, update, retrieve, and delete revenue line items using the following modules.
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. |
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:
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| Tax Class | Select the tax classification for the revenue line item’s product:
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| 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. |
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.
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. |
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 Boost.space Integrator will return during one execution cycle. |
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. |