Cayzu + SugarCRM 6.2-5 Integrations

How to connect Cayzu + SugarCRM 6.2-5

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Supported triggers and actions

What does this mean?

Create Ticket
Creates a ticket.
Action
Write
New Case
Triggers when you add a new case.
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Entry (Other Module)
Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)
Trigger
Scheduled
New Field
Triggers when you add a new field to a module.
Trigger
Scheduled

New Lead
Triggers when you add a new lead.
Trigger
Scheduled
New Module
Triggers when you add a new module.
Trigger
Scheduled

New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled

SugarCRM 6.2-5
Triggers when you add a new task.
Scheduled
Trigger
SugarCRM 6.2-5
Triggers when you add a new user.
Scheduled
Trigger
SugarCRM 6.2-5
Create a new case.
Scheduled
Action
SugarCRM 6.2-5
Create a new contact.
Scheduled
Action
SugarCRM 6.2-5
Create a new record/entry for a module.
Scheduled
Action
SugarCRM 6.2-5
Create a new lead.
Scheduled
Action
SugarCRM 6.2-5
Create a new opportunity.
Scheduled
Action
SugarCRM 6.2-5
Create a new task.
Scheduled
Action
SugarCRM 6.2-5
Create a new user.
Scheduled
Action

How Cayzu + SugarCRM 6.2-5 Integrations Work

Step 1: Authenticate Cayzu and SugarCRM 6.2-5.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cayzu + SugarCRM 6.2-5

About Cayzu

Cayzu is a cloud based help desk solution that will allow you to wow your customers with world-class support. Features include multi-channel support, ticket management, Facebook & Twitter integration, mobile apps, real-time reporting, instant notifications and ability to manage multiple brands from a single portal.