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SugarCRM 11

With SugarCRM 11 modules in Ibexa Connect you can watch, create, update, search, retrieve, and delete:

Connect SugarCRM with Ibexa Connect

To connect the SugarCRM app with the Ibexa Connect:

  1. Log in to your Ibexa Connect and add a module from the SugarCRM 11 into a Ibexa Connect scenario.

  2. Click Add next to the Connection field.

    SugarCRM.gif

  3. In the Connection name field, enter a name for the connection.

  4. In the Server URL, your account access URL address.

  5. In the Username, and Password fields, enter your SugarCRM account credentials and click Save.

You have successfully connected the SugarCRM app with the Ibexa ConnectSugarCRM and can now build scenarios.

Accounts

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

Watch Accounts

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

Webhook name Enter a name for the webhook.

Create an Account

Creates a new account.

Name Enter (map) a company name to create an account.
Website Enter (map) the website URL associated with the account
Type Select or map the account type. For example, press.
Service Level Select the service level of the company. For example, Tier 1.
Office Phone Enter (map) the account's office phone number.
Industry Select or map the industry type to which the company belongs.
Assigned User ID Select or map the account's assigned User ID.
Campaign ID Select or map the Campaign ID of the account.
Business Center ID Select or map the Business Center ID of the account.
Parent ID Select or map the Parent ID of the account.
Tags Enter (map) user-created keywords can identify records in filters, dashlets, and reports.
Twitter Account Enter (map) the Twitter account whose account you want to create.
Ticker Symbol Enter (map) the stock trading symbol for the company.
SIC Code Enter (map) the Standard Industrial Classification (SIC) code for the account.
Shipping Street Enter (map) the account's shipping address. Enter the street name.
Shipping State Enter (map) the state name.
Shipping Postal Code Enter (map) the area postal code.
Shipping Country Enter (map) the country name.
Shipping City Enter (map) the city name.
Rating Enter (map) the rating for the company compared to other companies in Sugar.
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.
Year Founded Enter (map) the year in which the company started.
NAICS Code Enter (map) the NAICS (North American Industry Classification System) classification code of the company.
Industry Tags Enter (map) the tags application to the company's industry.
HINT Industry Entry (map) the hints to identify the industry.
FY End Enter (map) the end date of the company's financial year. See the list of supported date and time formats.
Company Size Enter (map) the employee size of the company.
Company Location Enter (map) the location of the company.
Company Facebook Enter (map) the company's Facebook account information.
Longitude Enter (map) the company's location's longitude information.
Latitude Enter (map) the company's location's latitude information.
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 details.
Facebook Account Enter (map) the account's Facebook information.
Date of Next Renewal Enter (map) the date of the account's next renewal. See the list of supported date and time formats.
Customer Journey Template Select or map the customer journey template.

Update an Account

Updates an 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, investor.
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 accounts' 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.
Year Founded Enter (map) the year in which the company started.
NAICS Code Enter (map) the NAICS code of the company.
Industry Tags Enter (map) the tags related to the industry.
HINT Industry Entry (map) the hints to identify the industry.
FY End Enter (map) the end date of the financial year. See the list of supported date and time formats.
Company Size Enter (map) the size of the company.
Company Location Enter (map) the location of the company.
Company Facebook Enter (map) the company's Facebook account information
Longitude Enter (map) the company's longitude information.
Latitude Enter (map) the company's latitude information.
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.

Get an Account

Gets an account.

Account ID Select or map an Account ID whose details you want to retrieve.

Search Accounts

Searches accounts by given criteria.

Sub-Expression Types

Select the Sub-Expression type:

  • AND

  • OR

Filter

Enter (map) details to filter the accounts.

Fields

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

Order by

Enter (map) the details to order:

Field Name

Enter (map) a field name.

Sort Order

Select an order to sort:

  • Ascending

  • Descending

Deleted

Select whether to show deleted records in the results.

Nulls Last

Select whether to return records with null values.

Limit

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

Delete an Account

Deletes an account.

Account ID Select or map an Account ID you want to delete.

Bugs

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

Watch Bugs

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

Webhook Name Enter a name for the webhook.

Create a Bug

Creates a new bug.

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

Update a Bug

Updates a bug.

Bug ID Select or map the Bug ID whose details you want to update.

For the field descriptions, see Create a bug section.

Get a Bug

Gets a bug.

Bug ID Select or map the Bug ID whose details you want to retrieve.

Search Bugs

Searches bugs by given criteria.

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.
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 Ibexa Connect will return during one execution cycle.

Delete Bugs

Deletes a bug.

Bug ID Select or map the Bug ID you want to delete.

Calls

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

Watch Calls

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

Webhook Name Enter a name for the webhook.

Create a Call

Creates a new call.

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.

An incorrect setting of this parameter may lead to an error.

Email Reminder Time

Select or map the option to send a reminder email to all meeting guests at a specified duration prior to the call's start time. For example, 10 minutes prior.

Related Type

Select or map the call-related type. For example, accounts.

Related ID

Select or map the Related ID associated with the call.

Repeat Type

Select or map the call repeat option and enter its details. For example, weekly.

Repeat Interval

Select or map the frequency of the call:

  • Until

  • Occurrences

Leave blank if this is not a repeating call.

Repeat Until

Enter (map) the date until which you want to continue this call.

Count Until

Enter (map) the number of occurrences of the call. For example, 10.

Direction

Select or map the call type.

  • Inbound

  • Outbound

Description

Enter (map) the call details.

Transcript

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.

Updates a Call

Updates a call.

Call ID Select or map the Call ID whose details you want to update.

For field descriptions, see Create a Call section.

Get a Call

Gets a call.

Call ID Select or map the Call ID whose details you want to retrieve.

Search Calls

Searches calls by given criteria.

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 details of the field to filter the results based on specified values.
Order by
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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Call

Deletes a call.

Call ID Select or map the Call ID you want to delete.

Campaigns

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

Watch Campaigns

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

Webhook Name Enter a name for the webhook.

Create a Campaign

Creates a new campaign.

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.

Update a Campaign

Updates a campaign.

Campaign ID Select or map the Campaign ID whose details you want to update.

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

Get a Campaign

Gets a campaign.

Campaign ID Select or map the Campaign ID whose details you want to retrieve.

Search Campaigns

Searches campaigns by given criteria.

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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Campaign

Deletes a campaign.

Campaign ID Select or map the Campaign ID you want to delete.

Cases

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

Watch Cases

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

Webhook Name Enter a name for the webhook.

Create a Case

Creates a new case.

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 hte case.

Update a Case

Updates a case.

Case ID Select or map the Case ID whose details you want to update.

For field descriptions, see the Create a Case section.

Get a Case

Gets a case.

Case ID Select or map the Case ID whose details you want to retrieve.

Search Cases

Searches cases by given criteria.

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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Case

Deletes a case.

Case ID Select or map the Case ID you want to delete.

Categories

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

Watch Categories

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

Webhook Name Enter a name for the webhook.

Create a Category

Creates a new category.

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 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.

Update a Category

Updates a category.

Category ID Select or map the Category ID whose details you want to update.

For field descriptions, see the Create a Category section.

Get a Category

Gets a category.

Category ID Select or map the Category ID whose details you want to retrieve.

Search Categories

Searches categories by given criteria.

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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Category

Deletes a category.

Category ID Select or map the Category ID you want to delete.

Contacts

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

Watch Contacts

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

Webhook Name Enter a name for the webhook.

Create a Contact

Creates a new contact.

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 is using 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.

Year Founded

Enter (map) the contact's company formation year.

Twitter Link

Enter (map) the company's Twiiter account URL address.

SIC Code

Enter (map) the company's SIC code.

Previous Jobs

Enter (map) the contact's previous job experience information.

Other Phone

Enter (map) the contact's other phone nunmbers.

NAICS Code

Enter (map) the company's NAICS code.

Industry Tags

Add the industtry tags separated by a comma applicable to the company.

Industry

Enter (map) the industry in to which the company belongs.

FY End

Enter (map) the details as when the financial year of the company ends.

Facebook Link

Enter (map) the contact's Facebook link.

Education Additional

Enter (map) the contact's additional education information.

Education

Enter (map) the contact's education details.

Company Website

Enter (map) the contact's company website URL address.

Company Twitter

Enter (map) the contact's company Twitter account details.

Company Size

Enter (map) the contact's company employee size.

Company Location

Enter (map) the contact's company location details.

Company Facebook

Enter (map) the contact's company Facebook details.

Company Description

Enter (map) the contact's company details.

Annual Revenue

Enter (map) the contact's company annual revenue information.

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.

Phone 2

Enter (map) the contact's phone number.

Phone 1

Enter (map) the contact's phone number.

Longitude

Enter (map) the company's location longitude details.

Latitude

Enter (map) the company's location latitude details.

Lead Score

Enter (map) the contact's lead score.

Home Phone

Enter (map) the contact's residence number.

If an admin has turned on the Enable Click-to-Call setting in Admin > System Settings, phone number fields are displayed as links that can be opened to dial them 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) hte 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 a contact.

Contact Source

Enter (map) a field that represents the origin of newly created contacts.

Updates a Contact

Updates a contact.

Contact ID Select or map the Contact ID whose details you want to retrieve.

For field descriptions, see the Create a Contact section.

Get a Contact

Gets a contact.

Contact ID Select or map the Contact ID whose details you want to retrieve.

Search Contacts

Searches contacts by given criteria.

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 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 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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Contact

Deletes a contact.

Contact ID Select or map the Contact ID you want to delete.

Contracts

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

Watch Contracts

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

Webhook Name Enter a name for the webhook.

Create a Contract

Creates a new contract.

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.

Update a Contract

Updates a contract.

Contract ID Select or map the Contract ID whose details you want to update.

For field descriptions, see the Create a Contract section.

Get a Contract

Gets a contract.

Contract ID Select or map the Contract ID whose details you want to retrieve.

Search Contracts

Searches contracts by given criteria.

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 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 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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Contract

Deletes a contract.

Contract ID Select or map the Contract ID you want to delete.

Currencies

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

Watch Currencies

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

Webhook Name Enter a name for the webhook.

Create a Currency

Creates a new currency.

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.

Updates a Currency

Updates a currency.

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.

Get a Currency

Gets a currency.

Currency ID Select or map the Currency ID whose details you want to retrieve.

Search Currencies

Search currencies by given criteria.

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.
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 Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Currency

Deletes a currency.

Currency ID Select or map the Currency ID you want to delete.

Custom Queries

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

Watch Custom Queries

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

Webhook Name Enter a name for the webhook.

Create a Custom Query

Creates a new custom query.

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.

Update a Custom Query

Updates a custom query.

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) an custom query details.
Query Type Enter (map) the query type.
Order Enter (map) the order for the custom query.

Get a Custom Query

Gets a custom query.

Custom Query ID Enter (map) a Custom Query ID whose details you want to retrieve.

Search a Custom Query

Searches custom queries by given criteria.

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

Enter (map) the details to order the search results:

Deleted

Select whether to include the deleted custom queries in the search results.

This field works only with the Filter parameter and does not work compatible with the query parameter,

Nulls Last

Select whether to include records with null values in order_by fields last in the result set.

Limit

Set the maximum number of custom queries Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Custom Query

Deletes a custom query.

Custom Query ID Select or map a Custom Query ID you want to delete.

Email Templates

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

Watch Email Templates

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

Webhook Name Enter a name for the webhook.

Create an Email Template

Creates a new email template.

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

Update an Email Template

Updates an email template.

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 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 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 that the email was or will be sent from.
Base Module Enter (map) the base module of the email template.

Get an Email Template

Gets an email template.

Email Template ID Select or map an Email Template ID whose details you want to retrieve.

Search Email Templates

Searches email templates by given criteria.

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 to include the deleted email templates in the search results.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to include the email templates with null values in order_by fields last in the result set.

Limit

Set the maximum number of email templates Ibexa Connect will return during one execution cycle. The default value is 10.

Delete an Email Template

Deletes an email template.

Email Template ID Select or map an Email Template ID to delete.

Forecast Worksheets

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

Watch Forecast Worksheets

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

Webhook Name Enter a name for the webhook.

Search Forecast Worksheets

Searches forecast worksheets by given criteria.

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 to include the deleted forecast worksheets in the search results.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of custom queries Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Forecast Worksheets

Deletes a forecast worksheet.

Forecast Worksheet ID Enter (map) a Forecast Worksheet ID you want to delete.

Save a File

Saves a file to a temporary folder.

File

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

Name

Enter (map) file name including the file extension.

Data

Enter (map) the data related to the file.

Inbound Emails

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

Watch Inbound Emails

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

Webhook Name Enter a name for the webhook.

Create an Inbound Email

Creates a new inbound email.

Name

Enter (map) the name for 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.

Inbox is selected by default. To select one or more folders to monitor click Select and then pick the folders in your external account for Sugar to monitor.

Mail Server Protocol

Enter (map) the mail protocol used to communicate with the mail server.

Note

IMAP is the default selection and provides the best functionality with Sugar.

Mail Server Address

Enter (map) the web address of the external email server from which emails will be imported into Sugar.

Email Provider

Enter (map) the email provider for the inbound email account

Note

The "Google Mail" and "Exchange Online" options allow you to connect your Sugar instance to these email services via OAuth2. The "Other" option covers all other email account configurations (e.g. Yahoo) that are supported in Sugar.

Mail Server Protocol

Enter (map) the mail server protocol. The default is imap.

Status

Select the current status of the account:

  • Active

  • Inactive

Mail Auth Type

Enter (map) the mail authorization type for the created inbound email.

Email Address

Enter (map) an Email address associated with the group email account when composing emails.

Delete Read Emails After Import

Select whether to delete the read Emails after importing.

Possible Actions

Enter (map) the possible actions like delete or mass update.

Personal

Select whether this is a personal Inbound Email.

Update an Inbound Email

Updates an inbound email.

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.

Inbox is selected by default. To select one or more folders to monitor click "Select" and then pick the folders in your external account for Sugar to monitor.

Mail Server Protocol

Enter (map) the mail protocol used to communicate with the mail server.

Note

IMAP is the default selection and provides the best functionality with Sugar.

Mail Server Address

Enter (map) the web address of the external email server from which emails will be imported into Sugar.

Email Provider

Enter (map) the email provider for the inbound email account

Note

The Google Mail and Exchange Online options allow you to connect your Sugar instance to these email services via OAuth2. The Other option covers all other email account configurations (e.g. Yahoo) that are supported in Sugar.

Mail Server Protocol

Enter (map) the mail server protocol.

Status

Select the current status of the account:

  • Active

  • Inactive

Mail Auth Type

Enter (map) the mail authorization type for the created inbound email.

Email Address

Enter (map) an Email address associated with the group email account when composing emails.

Delete Read Emails After Import

Select whether to delete the read emails after importing.

Possible Actions

Enter (map) the possible actions like delete or mass update.

Personal

Select whether this is a personal inbound email.

Get an Inbound Email

Gets an inbound email.

Inbound Email ID Select or map an Inbound Email ID whose details you want to retrieve.

Search Inbound Emails

Searches inbound emails by given criteria.

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.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of inbound emails Ibexa Connect will return during one execution cycle. The default value is 10.

Delete an Inbound Email

Deletes an inbound email.

Inbound Email ID Select or map an Inbound Email ID you want to delete.

Leads

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

Watch Leads

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

Webhook Name Enter (map) a name for the webhook.

Create a Lead

Creates a new lead.

Last Name

Enter (map) the lead's last name.

First Name

Enter (map) the lead's first name.

Title

Enter (map) the lead's business title. For example, product manager.

Integration Sync ID

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

Salutation

Select a standard greeting for the lead. For example, Mr.

Mobile

Enter (map) the lead's mobile number.

Email Address

Enter (map) the lead's email address.

Do Not Call

Select whether the lead has opted for the Do not call option.

Tags

Enter (map) user-created keywords separated by a comma that can be used to identify records in filters, dashlets, and reports.

Business Center ID

Select or map the Business Center ID of the lead.

Account Name

Enter (map) the account name to which the lead belongs.

Website

Enter (map) the lead's or lead's company website URL address.

Twitter Account

Enter (map) the lead's Twitter account information.

Status Description

Enter (map) the lead details.

Campaign ID

Select or map the Campaign ID through which you have received the lead.

Assigned User ID

Enter (map) the Assigned User ID who is working with the lead.

Status

Select the status of the lead. For example, In Process.

Primary Address Street

Enter (map) the street name.

Primary Address State

Enter (map) the state name.

Primary Address Postal Code

Enter (map) the area postal code.

Primary Address Country

Enter (map) the country name.

Primary Address City

Enter (map) the city name.

Alt Address Street

Enter (map) the lead's alternate address. Enter (map) the street name.

Alt Address State

Enter (map) the state name.

Alt Address Postal Code

Enter (map) the area postal code.

Alt Address Country

Enter (map) the country name.

Alt Address City

Enter (map) the city name.

Opportunity Amount

Enter (map) the expected opportunity amount for the potential business with the lead.

Office Phone

Enter (map) the lead's office number. If an admin has turned on the Enable Click-to-Call setting in the Admin > System Settings,

Lead Source Description

Enter (map) the details about the lead source.

Lead Source

Select or map the source from which this lead originated.

Fax

Enter (map) the lead's fax number.

Description

Enter (map) the lead's details.

Department

Enter (map) the lead's department name within their company.

Year Founded

Enter (map) the year in which the lead's company was founded.

Twitter Link

Enter (map) the lead's Twitter account information.

SIC Code

Enter (map) the lead's company's SIC Code.

Previous Jobs

Enter (map) the previous job details of the lead.

Other Phone

Enter (map) the lead's other phone numbers.

NAICS Code

Enter (map) the lead's company NAICS Code.

Industry

Enter (map) the industry in which the lead's company is.

FY End

Enter (map) the financial year end of the lead's company.

Facebook Link

Enter (map) the Facebook link of the lead's company.

Education Additional

Enter (map) the additional educational details of the lead.

Education

Enter (map) the educational details of the lead.

Company Twitter

Enter (map) the lead's company's Twitter details.

Company Size

Enter (map) the number of employees working in the company.

Company Location

Enter (map) the location of the company.

Company Facebook

Enter (map) the company's Facebook information.

Company Description

Enter (map) a description of the company.

Annual Revenue

Enter (map) the annual revenue generated by the company.

Industry Tags

Enter (map) user-created keywords that can be used to identify records in filters, dashlets, and reports.

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.

Phone 2

Enter (map) the lead's phone number.

Phone 1

Enter (map) the lead's phone number.

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.

Latitude

Enter (map) the longitude location of the company.

Language Preference

Select or map the lead's preferred language.

Home Phone

Enter (map) the lead's residence number.

If an admin has turned on the Enable Click-to-Call setting in Admin > System Settings, phone number fields are displayed as links that can be opened to dial them using the default computer telephony integration software on the user's computer.

Google Plus ID

Enter (map) the lead's Google Plus ID.

Facebook Account

Enter (map) the lead's Facebook account information.

Customer Journey Template

Select or map the customer journey template.

Consent Last Updated

Enter (map) the date when the consent was last updated. See the list of supported date and time formats.

Business Purposes Consented for

Enter (map) the business purposes for the lead consent taken.

Birthdate

Enter (map) the lead's date of birth in YYYY-MM-DD format.

Assistant Phone

Enter (map) the assistant's phone number.

Note

This is needed only if an admin has turned on the Enable Click-to-Call setting in Admin > System Settings.

Assistant

Enter (map) the name of the lead's assistant within his or her company.

Account Description

Enter (map) the account details of the lead.

Update a Lead

Updates a lead.

Lead ID Select or map a Lead ID whose details you want to update.

For field descriptions, see the Create a Lead section.

Get a Lead

Gets a lead.

Lead ID Select or map a Lead ID whose details you want to retrieve.

Search Leads

Searches lead by given criteria.

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 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 leads in the search results.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of custom queries Ibexa Connect will return during one scenario execution cycle. The default value is 10.

Delete a Lead

Deletes a lead.

Lead ID Select or map the Lead ID you want to delete.

Manufacturers

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

Watch Manufacturers

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

Webhook Name Enter (map) a name for the webhook.

Create a Manufacturer

Creates a new manufacturer.

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.

Update a Manufacturer

Updates a manufacturer.

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.

Get a Manufacturer

Gets a manufacturer.

Manufacturer ID Select or map a Manufacturer ID whose details you want to retrieve.

Search Manufacturers

Searches manufacturers by given criteria.

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 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 to include the deleted manufacturers in the search results.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of manufacturers Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Manufacturer

Deletes a manufacturer.

Manufacturer ID Select or map a Manufacturer ID you want to delete.

Meetings

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

Watch Meetings

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

Webhook Name Enter a name for the webhook.

Create a Meeting

Creates a new meeting.

Subject

Enter (map) a subject line of the scheduled meeting.

Start Date

Enter (map) the date and time that the meeting or first meeting in the series of recurring meetings is scheduled to begin. See the list of supported date and time formats.

Duration Minutes

Enter (map) the duration of the meeting in minutes.

Integration Sync ID

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

For more information, see the Integrate REST API endpoints in the Developer Guide.

Duration Hours

Enter (map) the duration of the meeting in minutes.

Status

Select the current status of the meeting:

  • Planned

  • Held

  • Canceled

Assigned User ID

Select or map the Assigned User ID of the meeting.

Tags

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

Popup Reminder Time

Select when to trigger a reminder popup alert to guests at a duration prior to 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 prior to 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.

Update a Meeting

Updates a meeting.

Meeting ID Select or map the Meeting ID whose details you want to update.

For field descriptions, see the Create a Meeting section.

Get a Meeting

Gets a meeting.

Meeting ID Select or map a Meeting ID whose details you want to retrieve.

Search Meetings

Searches meetings by given criteria.

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 details of the field 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.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Enter the maximum number of meetings Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Meeting

Deletes a meeting.

Meeting ID Select or map a Meeting ID you want to delete.

Notes

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

Watch Notes

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

Webhook Name Enter a name for the webhook.

Save a File

Saves a file to a temporary folder.

File

Enter (map) details of the file:

Name

Enter (map) a name for the file including the file extension.

Data

Enter (map) the file data.

Create a Note

Creates a new note.

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 the note. For example, accounts.

Related ID

Select or map the Related ID of the note.

Embed in email?

Select whether to embed this note in the email.

Display in Portal?

Select whether to display this note in the portal.

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

Description

Enter (map) the note details.

Mime Type

Enter (map) the Mime type of the note.

Is Attachment

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

Attachments

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

Name

Enter (map) the file name to display in the note including the file extension.

Filename GUID

Enter the ID of the downloaded file in the temporary storage of the program.

To get the file ID, you must first use the Save a File module.

Update a Note

Updates a note.

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.

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

Description

Enter (map) the note details.

Mime Type

Enter (map) the Mime type of the note.

Is Attachment

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

File Source

Enter (map) the source of the file.

File Size

Enter (map) the size of the file.

File Extension

Enter (map) the type of file by mentioning its extension.

Get a Note

Gets a note.

Note ID Select or map a Note ID whose details you want to retrieve a note.

Search Notes

Searches notes by given criteria.

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..

This works only with the 'filter' parameter and Does not work compatible with the 'query' parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of notes Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Note

Deletes a note.

Note ID Select or map a Note ID you want to delete.

Opportunities

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

Watch Opportunities

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

Webhook Name Enter a name for the webhook name.

Create an Opportunity

Creates a new opportunity.

Opportunity Name

Enter (map) a name for the opportunity.

Integration Sync ID

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

Currency ID

Select or map the Currency ID applicable to the opportunity.

Account ID

Select or map an Account ID for which you want to create an opportunity.

Assigned User ID

Select or map the Assigned User ID who is working on the opportunity.

Tags

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

Type

Select the type of business:

  • Existing Business

  • New Business

Next Step

Enter (map) the succeeding stage of the opportunity's sales cycle.

Lead Source

Select or map the source from which the opportunity originated.

Description

Enter (map) the opportunity details.

Customer Journey Template

Select or map a customer journey template applicable to the opportunity.

Sync to Marketo and Reg

Select whether to sync this opportunity to Marketo and Reg.

Renewal

Select whether you want to renew this opportunity.

Update an Opportunity

Updates an opportunity.

Opportunity ID

Select or map the Opportunity ID whose details you want to update.

Opportunity Name

Enter (map) a new name for the opportunity.

Integration Sync ID

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

Currency ID

Select or map a Currency ID applicable to the opportunity.

Account ID

Select or map an Account ID associated with the opportunity.

Assigned User ID

Select or map the Assigned User ID working on the opportunity.

Tags

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

Type

Select the type of business:

  • Existing Business

  • New Business

Next Step

Enter (map) the succeeding stage of the opportunity's sales cycle.

Lead Source

Select or map the source from which the opportunity originated.

Description

Enter (map) the opportunity details.

Customer Journey Template

Select or map a customer journey template applicable to the opportunity.

Sync to Marketo and Reg

Select whether to sync this opportunity to Marketo and Reg.

Renewal

Select whether you want to renew this opportunity.

Get an Opportunity

Gets an opportunity.

Opportunity ID Select or map an Opportunity ID to retrieve an opportunity.

Search Opportunities

Searches opportunities by given criteria.

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 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 opportunities in the search results.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to return the records with null values in order_by fields last in the result set.

Limit

Set the maximum number of opportunities Ibexa Connect will return during one execution cycle. The default value is 10.

Delete an Opportunity

Deletes an opportunity.

Opportunity ID Select or map an Opportunity ID you want to delete.

Products

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

Watch Products

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

Webhook Name Enter a name for the webhook.

Create a Product

Creates a new product.

Name

Enter (map) the product name.

Unit Price

Enter (map) the unit price of the product.

Integration Sync ID

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

Product Template ID

Select or map a Product Template ID applicable to the product.

Status

Select or map the product status. For example, shipped.

Account ID

Select or map an Account ID for the product.

Quote ID

Select or map a Quote ID for the product.

Contact ID

Select or map a Contact ID for the product.

Service

Select whether a service is available for this product.

Tags

Enter (map) user-created keywords that can be used to identify records in filters, dashlets, and reports.

Assigned User ID

Select or map an Assigned User ID working on this product.

Quantity

Enter (map) the number of units 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 printed quotes.

Book Value Date

Enter (map) the date of book value entry. See the list of supported date and time formats.

Book Value

Enter (map) the product's book value.

Asset Number

Enter (map) the product's asset number.

Weight

Enter (map) the weight of the product. Negative values are allowed

Vendor Part Number

Enter (map) the vendor's part number for the product.

Support Title

Enter (map) the support title for the product.

Support Term

Enter (map) the term in which support will be provided for the product. For example, six months or one year.

Support Starts

Enter (map) the start date of the support in the support term. See the list of supported date and time formats.

Support Expires

Enter (map) the end date of the support in the support term. See the list of supported date and time formats.

Support Desc

Enter (map) a brief description or other information regarding the support provided.

Support Contact

Enter (map) the support person's contact information, such as the phone number or email address.

Serial Number

Enter (map) the serial number of the product.

Renewal

Select whether or not to renew the service offered for additional time periods.

Activated when the Service field is set to yes. When "Renewable" equals yes, it will trigger the renewal pipeline automation feature for Sugar Sell users.

Purchased

Enter (map) the date of purchase of the product. See the list of supported date and time formats.

Product URL

Enter (map) the web address of the product 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.

Discount in %

Select whether the discount in % is applicable.

Update a Product

Updates a product.

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 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 web address of the product 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.

Get a Product

Gets a product.

Product ID Enter (map) a Product ID whose details you want to retrieve.

Search Products

Searches products by given criteria.

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 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 to include the deleted products in the search results.

This works only with the filter parameter and Does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of products Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Product

Deletes a product.

Product ID Enter (map) a Product ID you want to delete.

Product Types

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

Watch Product Types

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

Webhook Name Enter (map) a name for the webhook.

Create a Product Type

Creates a new product type.

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.

Update a Product Type

Updates a product type.

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.

Get a Product Type

Gets a product type.

Product Type ID Enter (map) a Product Type ID whose details you want to retrieve.

Search Product Types

Searches product type by given criteria.

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 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 to include the deleted product types in the search results.

This works only with the filter parameter and Does not work compatible with the query parameter.

Nulls Last

Select whether to return records with null values in order_by fields last in the result set.

Limit

Set the maximum number of product types Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Product Type

Deletes a product type.

Product Type ID Enter (map) a Product Type ID you want to update.

Projects

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

Watch Projects

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

Webhook Name Enter a name for the webhook.

Create a Project

Creates a new project.

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 has ownership of the project.

Update a Project

Updates a project.

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.

Get a Project

Gets a project.

Project ID Select or map a Project ID whose details you want to retrieve.

Search Projects

Searches projects by given criteria.

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.

This works only with the filter parameter and does not work compatible with the query parameter.

Nulls Last

Select whether to include the records with null values in order_by fields last in the result set.

Limit

Set the maximum number of projects Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Project

Deletes a project.

Project ID Select or map a Project ID you want to delete.

Prospects

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

Watch Prospects

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

Webhook name Enter a name for the webhook.

Create a Prospect

Creates a new prospect.

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.

Update a Prospect

Updates a prospect.

Prospect ID Select or map the Prospect ID whose details you want to update.

For field descriptions, see the Create a Prospect section.

Get a Prospect

Gets a prospect.

Prospect ID Select or map a Prospect ID whose details you want to retrieve.

Search Prospects

Searches prospects by given criteria.

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 details of the field to filter the results based on specified values.

Deleted

Select whether you want to include the deleted prospects in the search results.

This works only with the filter parameter and Does not work compatible with the query parameter.

Nulls Last

Select whether to include the records with null values in order_by fields last in the result set.

Limit

Set the maximum number of prospects Ibexa Connect will return during one execution cycle. The default value is 10.

Delete a Prospect

Deletes a prospect.

Prospect ID Select or map a Prospect ID you want to delete.

Revenue Line Items

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

Watch Revenue Line Items

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

Webhook Name Enter a name for the webhook.

Create a Revenue Line Item

Creates a new revenue line item.

Name

Enter (map) a name for the revenue line item.

Opportunity ID

Select or map the Opportunity ID for which you want to create a revenue line item.

Expected Close Date

Enter (map) the date when the revenue line item is expected to close or already has closed. See the list of supported date and time formats.

Likely

Enter (map) the most likely amount that may be won for the revenue line item.

If no value is provided, the Likely field will be automatically filled with the value of the Calculated Amount field.

Currency ID

Select or map a Currency ID for the revenue line item.

Integration Sync ID

Enter (map) the sync key field used by external integrations to identify Sugar records in the external application.

Account ID

Select or map an Account ID for the revenue line item.

Product Template ID

Select or map a Product Template ID for the revenue line item.

Assigned User ID

Select or map an Assigned User ID for the revenue line item.

Purchased Line Item ID

Select or map a Purchased Line Item ID for the revenue line item.

Worst

Enter (map) the least optimistic amount that may be won for the revenue line item.

If no value is provided, the Worst field will be automatically filled with the value of the Likely field or the Calculated Amount field.

Discount Amount

Enter (map) the discount percentage or amount provided for the revenue line item.

Tags

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

Type

Select the type of the revenue line item's business:

  • Existing Business

  • New Business

Tax Class

Select the tax classification for the revenue line item's product:

  • Taxable

  • Non-Taxable

Service

Select whether to make this revenue line item as 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 web address of the product if it is available online.

Pricing Formula

Enter (map) the pricing formula for the product.

Book Value Date

Enter (map) the date of book value entry. See the list of supported date and time formats.

Asset Number

Enter (map) the product's asset number.

Update a Revenue Line Item

Updates a revenue line item.

Revenue Line Item ID Select or map the Revenue Line Item ID whose details you want to update.

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

Get a Revenue Line Item

Gets a revenue line item.

Revenue Line Item ID Select or map the Revenue Line Item ID whose details you want to retrieve.

Search Revenue Line Items

Searches revenue line items by given criteria.

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 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 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 Ibexa Connect will return during one execution cycle.

Delete a Revenue Line Item

Deletes a revenue line item.

Revenue Line Item ID Select or map the Revenue Line Item ID you want to delete.