When this happens...
DocsifyNew Document Viewed
Then do this...
SugarCRM 6.2-5Create Opportunity

Creating new opportunities is a hassle. Don't you wish that you could automatically create an opportunity whenever someone views a document? With this integration, you can! Now, whenever someone views your Docisfy document, Zapier will automatically create an opportunity for you in SugarCRM.

How this Docsify-SugarCRM integration works

  1. The attached Docsify document was opened and viewed by the recipient.
  2. Zapier automatically creates a new opportunity on SugarCRM

Apps involved

  • Docsify
  • SugarCRM

Why Zapier?


Get started for free—14 day trial of premium features and apps.


No coding required—automate any of 1,500+ apps in minutes.


Enterprise-level security—connect mission-critical apps.

It's easy to connect Docsify + SugarCRM 6.2-5 and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Opened

Trigger when the email was opened.

Create Case

Create a new case.

New Document Downloaded

Trigger when the document was downloaded.

Create Task

Create a new task.

New Document Opened

Trigger when the document was opened.

Create Lead

Create a new lead.

New Case

Triggers when you add a new case.

Create Contact

Create a new contact.

New Contact

Triggers when you add a new contact.

Create User

Create a new user.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.

See SugarCRM 6.2-5 Integrations