What do you want to automate

with SugarCRM and Formstack Documents?

Prompt, edit and deploy AI agents that connect to SugarCRM, Formstack Documents and 2,500+ other apps in seconds.

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New Document Created from the Formstack Documents API

Emit new event when a new document is created. See documentation

 
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Create Document with the Formstack Documents API

Create a new document. See documentation

 
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Get Document with the Formstack Documents API

Get the details of the specified document. See documentation

 
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Merge Document with the Formstack Documents API

Initiates a merge process using provided data. See documentation

 
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Integrate the SugarCRM API with the Formstack Documents API
Setup the SugarCRM API trigger to run a workflow which integrates with the Formstack Documents API. Pipedream's integration platform allows you to integrate SugarCRM and Formstack Documents remarkably fast. Free for developers.

Overview of SugarCRM

The SugarCRM API unlocks the potential to streamline customer relationship management by automating interactions and data flow between SugarCRM and other platforms. With Pipedream, you can harness this API to create serverless workflows that react to CRM events, synchronize data, or trigger actions based on predefined conditions. Pipedream's no-code platform simplifies connecting SugarCRM to hundreds of other apps, enabling non-technical users to build complex integrations with ease.

Connect SugarCRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sugarcrm_: {
      type: "app",
      app: "sugarcrm_",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.sugarcrm_.$auth.domain}/rest/v11_20/me`,
      headers: {
        Authorization: `Bearer ${this.sugarcrm_.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Formstack Documents

The Formstack Documents API gives you the power to automate document creation and delivery, making it simple to generate custom PDFs, Word documents, PowerPoint presentations, and more, from your data. By leveraging the API within Pipedream, you can integrate dynamic document generation into your workflows. You might merge data from various sources, populate templates with real-time data, and send documents directly to customers or team members.

Connect Formstack Documents

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    formstack_documents: {
      type: "app",
      app: "formstack_documents",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.webmerge.me/api/documents`,
      auth: {
        username: `${this.formstack_documents.$auth.api_key}`,
        password: `${this.formstack_documents.$auth.api_secret}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo