SugarCRM

Connect AI agents to your SugarCRM instance via the v11 REST API. Agents create and update Accounts, Contacts, Leads, Opportunities, Cases, and Tasks, run advanced filtered searches, and traverse related records across any module, including custom ones.

13 actions OAuth available

SugarCRM website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A paid order arrives from [Shopify](/integrations/shopify)

Search Records looks for an existing Account matched on company name and email domain

Create Account records the company when no match exists, with industry, phone, and billing details

Create Contact links the buyer to the Account, and Create Opportunity opens the deal with amount, close date, and stage

Get Related Records pulls the Account's open Opportunities to spot a competing deal already in flight

The account owner resolves the flag: same deal, an expansion, or a duplicate to fold in

Create Task schedules the follow-up against the surviving Opportunity

What This Integration Enables

Companies that run SugarCRM have usually earned it: years of customization, custom modules that model how the business actually works, and processes that off-the-shelf CRM automation cannot reach. This connector is built for that reality. Through Sugar's v11 REST API, FlowRunner agents get generic record operations, advanced filter search, and related-record traversal against any module, custom ones included, alongside typed actions with named fields for the core objects: Accounts, Contacts, Leads, Opportunities, Cases, and Tasks. The reads and routine writes run continuously; changes that rewrite pipeline truth pass through a [human-in-the-loop](/concepts/human-in-the-loop) gate first. - Create and update records in any Sugar module, standard or custom - Run filtered searches with operator syntax for reporting, routing, and bulk work - Traverse relationships, from an Account to its Contacts, Opportunities, and Cases - Open Cases and schedule Tasks tied to the records they concern

Without FlowRunner

Sugar reflects last week Reps update records after the fact, so pipeline reviews argue about stale data

Custom modules get left out Integrations handle the standard objects and ignore the modules your business actually runs on

Bulk changes mean exports Fixing a field across accounts is a CSV out, an edit, and a nervous import back in

With FlowRunner

Records write themselves at the event Orders, payments, and bookings become Accounts, Opportunities, and Tasks as they happen

Custom modules are first-class Generic CRUD, filter search, and relationship traversal work on any module, including yours

Bulk operations show their scope first The search runs, a person confirms the match count, and only then do the writes begin

Use Case Scenarios

Revenue events that move the pipeline

An order fires in [Shopify](/integrations/shopify) and the agent builds the CRM trail: Account, Contact, Opportunity, each linked as it is created. Later, when [Stripe](/integrations/stripe) confirms the payment, the agent uses Search Records to find the matching Opportunity and stages the Closed Won update for the owner's one-click confirmation, because a deal marked won flows straight into revenue reporting. The pipeline stops being a diary someone writes on Fridays and becomes a live record of what actually happened, when it happened.

Bookings that become worked leads

An invitee books through [Calendly](/integrations/calendly). The agent calls Create Lead with the prospect's details and company, then Create Task with a due date ahead of the meeting so preparation actually happens. After the call, the rep's disposition drives the next step: qualified leads get converted inside Sugar, and the agent opens the Opportunity against the right Account with Create Opportunity. Nothing about the handoff depends on someone remembering to type it in.

The at-risk account sweep

Weekly, the agent runs Search Records against Cases for open tickets past their priority threshold, then Get Related Records to pull each affected Account's open Opportunities. Accounts with active deals and aging support cases are the ones a renewal conversation can lose, so the sweep exports them via [Google Sheets](/integrations/google-sheets) and posts the shortlist to [Slack](/integrations/slack) with case numbers and deal amounts side by side. The sales and support leads decide together who calls whom, with the full picture in front of them.

Human-in-Loop Highlight

Search Records is the connector's power tool and its sharpest edge. A filter written with $contains where $equals was meant, or an $or grouped where an $and belonged, matches far more records than intended, and a bulk Update Record pass driven by that filter rewrites every one of them: sales stages, owners, statuses, in place, across the live pipeline. So bulk writes never run blind. The agent executes the search first, presents the match count and a sample of the records it is about to change, and a person confirms the scope before the first update fires. Delete Record gets the same respect: Sugar's delete is soft, but a deleted record vanishes from every listing and report that feeds decisions, which is loss enough to warrant a named approver.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

13 actions

Module Operations

List Records Lists records from any Sugar module with pagination, field selection, sorting, and quick text search. The browsing read; use Search Records when conditions matter.
Get Record Retrieves a single record by id with all default fields or a chosen subset. The context fetch before a decision or an update.
Create Record Creates a record in any module from a JSON field object. The generic write that reaches custom modules the typed actions do not cover.
Update Record Updates only the fields provided on a record by id, leaving the rest untouched. The workhorse for stage changes, enrichment, and corrections.
Delete Record Soft-deletes a record by id, removing it from normal listings. Behind approval, because disappearing from reports is a real loss even when reversible by an admin.
Search Records Runs advanced filtered search with Sugar's operator syntax: $equals, $starts, $contains, $in, $gte, $lte, with $and and $or grouping. The engine behind routing, reporting, and every bulk operation.
Get Related Records Traverses a relationship link from a record: an Account's Contacts, a Contact's Opportunities, an Account's Cases. The read that turns flat records into an account picture.

Typed Creates

Create Account Creates a company record with name, industry, phone, website, and billing address.
Create Contact Creates a person, optionally linked to an Account by id.
Create Lead Creates a lead with contact details, company, and status, ready for conversion inside Sugar.
Create Opportunity Creates a deal with name, related Account, amount, expected close date, and sales stage.
Create Case Creates a support ticket with subject, priority, status, and related Account, returning the case number.
Create Task Creates a to-do with status, priority, due date, and an optional parent record so follow-ups stay attached to what they are about.

Frequently Asked Questions

What can FlowRunner do with SugarCRM?

FlowRunner agents can run List Records, Get Record, and Create Record in SugarCRM, plus 10 more actions.

Does connecting SugarCRM to FlowRunner require OAuth?

Yes. SugarCRM connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can SugarCRM trigger a FlowRunner workflow automatically?

SugarCRM doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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