SugarAI + Wello Solutions

Update tasks, contacts, and companies in Wello Solutions from new SugerCRM 7+ records

This Zapier template allows you to create a task directly in Wello Solutions based on a new task record in SugerCRM 7+. It will also automatically create or update the company and the contact linked to that task, saving you a ton of tedious copy-and-paste work!

When this happens...
New RecordTriggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
TriggerPolling
automatically do this...
Create or Update CompanyAllows you to Create or update an existing company (account) on your domain.
ActionWrite
then do this...
Create or Update ContactCreate or update contact and link it to the company/account.
ActionWrite
then do this!
Create or Update Task Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with SugarAI and Wello Solutions

Discover other triggers and actions you can use with SugarAI and Wello Solutions

- Module
  Required
Trigger
Polling
Try It
- Module
  Required
Action
Write
- Module
  Required
- Search Field #1
  Required
- Value for Search Field #1
  Required
- Search Field #2
- Value for Search Field #2
Action
Search
New Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It

New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write

- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

- Module
  Required
Trigger
Polling
Try It
- Module
  Required
Action
Write
- Module
  Required
- Search Field #1
  Required
- Value for Search Field #1
  Required
- Search Field #2
- Value for Search Field #2
Action
Search or write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
Try It
- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- phone
Action
Search or write

About SugarAI

SugarAI is an online CRM platform that helps you manage your sales, marketing, and customer support better.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

HelpHelp

Related categories

Product Management