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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Cancel Appointment" from Novocall.

Add your action

An action happens after the trigger—such as "Create Record" in SugarCRM.

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Zapier seamlessly connects Novocall and SugarCRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Cancel Appointment
Triggers when a customer cancels an existing appointment
Trigger
Instant
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Incoming Call
Triggers when a customer makes a new request for a callback. (Only at the very start of the call)
Trigger
Instant
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New Schedule
Triggers when a customer makes a new appointment for a scheduled call.
Trigger
Instant
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Successful Call
Triggers when both customer & call rep have picked up the call. (Only after the call has completed)
Trigger
Instant
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- 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

Failed Call
Triggers when either the customer or the call rep misses the call. (Only after the call has ended)
Trigger
Instant
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New Message
Triggers when a new message is submitted.
Trigger
Instant
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Reschedule Appointment
Triggers when a customer change an existing appointment
Trigger
Instant
Try It
- Customer Number
  Required
- Call Rep Number
- Customer Call Status
- Call Rep Call Status
- Name
- Email
- Additional Info
- Source
- Lead Status
- Note
- Trigger automated call
Action
Write
- 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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Novocall and SugarCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate SugarCRM on the Zapier blog

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Learn about AI automation

About Novocall

Novocall is a callback app that make it easy for businesses communicate with their website visitors through calls and scheduling.

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Related categories

Call Tracking

About SugarCRM

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

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