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Sugar Sell Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Sugar Sell is a cloud-based sales automation tool for businesses of all sizes. Integrate it with UiPath for record management and automation.
Overview
Overview
Sugar Sell is a cloud-based sales automation platform designed to meet the needs of small, medium and large businesses. The solution provides robust features including lead management, opportunity management, account management, contact management, detailed reporting, collaboration tools, product management, quote management, sales forecasting and business process management (BPM).
With Sugar Sell activities, your UiPath robots can efficiently manage records, including operations like getting, updating, inserting, listing and deleting records within the Sugar Sell platform.
How It Works
To enable outbound automation between UiPath and Sugar Sell, the activities rely on an authenticated connection through the UiPath Connector for Sugar Sell.
Before launching your first automation project, ensure that you've completed the steps outlined in the Authentication Guide available in the connector documentation.
Activities
- Delete Record - Deletes a record in Sugar Sell.
- Get Record - Retrieves a record in Sugar Sell.
- Insert Record - Inserts a record in Sugar Sell.
- List All Records - Lists all the record of an object in Sugar Sell.
- List Records - Lists a page of record in Sugar Sell.
- Update Record - Updates a record in Sugar Sell.
- Create Account - Creates an account in Sugar CRM.
- Get Account Details - Retrieves an account's information.
- Update Account - Updates an account in Sugar CRM.
- Create Contact - Creates a contact in Sugar CRM.
- Update Contact - Updates a contact in Sugar CRM.
- List Opportunities - Retrieves all opportunities from Sugar Sell.
Features
Features
- Get Record
- Opportunity Closed Won
- Record Updated
- Contact Updated
- Delete Record
- Record Created
- Account Updated
- List All Opportunities
- Update Account
- Contact Created
- Create Contact
- Get Account Details
- Insert Record
- Update Contact
- Account Created
- List All Records
- Update Record
- Create Account
- HTTP Request
Additional Information
Additional Information
Dependencies
None
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