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Sugar Serve Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Automate customer support with Sugar Serve and UiPath. Manage records efficiently and explore the available activities.
Overview
Overview
Sugar Serve improves customer support by automating processes and providing agents with a comprehensive, integrated console. This optimized interface ensures agents have everything they need at their fingertips to manage support cases.
This activity package empowers your UiPath robots to efficiently manage records—allowing you to get, update, insert, list and delete data.
How It Works
To automate outbound tasks between UiPath and Sugar Serve, the activities utilize the UiPath Connector to establish an authenticated connection. Before starting your first project, ensure you've completed the steps in the Authentication Guide available in the connector documentation.
Activities
- Delete Record - Deletes a record in Sugar Serve.
- Get Record - Retrieves a record in Sugar Serve.
- Insert Record - Inserts a record in Sugar Serve.
- List All Records - Lists all the record of an object in Sugar Serve.
- Update Record - Updates a record in Sugar Serve.
- Create account - Creates an account in Sugar CRM.
- Update account - Updates an account in Sugar CRM.
- Create case - Creates a case in Sugar CRM.
- Update case - Updates a case's information.
- Create contact - Creates a contact in Sugar CRM.
- Update contact - Updates a contact in Sugar CRM.
Features
Features
- Create Case
- Support Case Updated
- Create Contact
- Support Case Raised
- Record Updated
- Account Updated
- Update Account
- Get Record
- Delete Record
- Update Contact
- Update Case
- List All Records
- Contact Created
- Update Record
- Record Created
- HTTP Request
- Account Created
- Create Account
- Insert Record
- Contact Updated
Additional Information
Additional Information
Dependencies
None
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