SugarCRM activities
SugarCRM endpoints provide the configuration information that Studio and the Integration Appliance use to connect to SugarCRM. Before creating a SugarCRM endpoint, you need to download and install the SugarCRM connector.
For information about downloading and installing the connector, see Downloading and installing plug-in connectors
- Creating and editing a SugarCRM endpoint
SugarCRM endpoints contain the connection information that studio and the Integration Appliance use to connect to the SugarCRM Server. You can create multiple endpoints that refer to separate instances. - Using the SugarCRM Upsert Object activity
Use the SugarCRM Upsert Object activity to update or insert objects in the SugarCRM instance. - Using the SugarCRM Get Reports activity
Use the SugarCRM Get Reports activity to retrieve specific reports from the SugarCRM server. - Using the SugarCRM Delete Object activity
Use the SugarCRM Delete Object activity to delete objects from the SugarCRM server. - Using the SugarCRM Get Object activity
Use the SugarCRM Get Object activity to get objects from the SugarCRM server. - Using the SugarCRM Query Object activity
Use the SugarCRM Query Object activity to query objects in the SugarCRM server. - Using the SugarCRM Get ServerInfo activity
Use the SugarCRM Get ServerInfo activity to retrieve server information such as flavor, version, and GMT time from the SugarCRM server. - Using the SugarCRM Get UserInfo activity
Use the SugarCRM Get UserInfo activity to retrieve user information such as userId, userTeamId, and so on from the SugarCRM server. - Using the SugarCRM Search activity
Use the SugarCRM Search activity to search for objects from specified records. This activity searches for details based on a query. - Using the SugarCRM Set Relationship activity
Use the SugarCRM Set Relationship activity to set a single relationship between two records. - Using the SugarCRM Delete Relationship activity
Use the SugarCRM Delete Relationship activity to delete a relationship between two records. - Using the SugarCRM Get Relationship activity
Use the SugarCRM Get Relationship activity to retrieve the relationship data between two records. For example, you can use this activity to retrieve the contact details of a particular account and also retrieve the e-mail address and the opportunities information for that contact. - Specifying the Retry options for SugarCRM activities
Specifying the Retry parameters is one of the tasks to configure an SugarCRM activity. The SugarCRM connector uses a single login session for all connections to an SugarCRM endpoint. If a session expires, the connector automatically establishes a new session. The connector does not count the initial attempt to reacquiring the session as a retry attempt. The connector assumes the typical connector retry behavior after the initial attempt to reacquire a session fails.