The native SugarAI integration handles automatic message synchronization and embedded Chat View. For advanced automation scenarios — such as creating CRM records from WhatsApp messages, sending automated replies based on SugarAI events, or building multi-step workflows — use the Workflow Builder.
Available Triggers
Triggers start a workflow when something changes in SugarAI:
Watch Contacts — fires when a contact is created or updated
Watch Leads — fires when a lead is created or updated
Watch Accounts — fires when an account is created or updated
Watch Notes — fires when a note is created or updated
Available Actions
Actions let your workflow write data back to SugarAI. Each action works across four modules: Contacts, Leads, Accounts, and Notes.
Create Record — create a new record in the selected module
Update Record — update an existing record
Search Record — find records by field values
Get Record by ID — retrieve a specific record by its ID
Example Workflows
WhatsApp → SugarAI: An incoming WhatsApp message triggers a workflow that creates or updates a Contact and adds a Note in SugarAI with the message details.
SugarAI → WhatsApp: A new Contact created in SugarAI triggers a workflow that sends a welcome WhatsApp message via TimelinesAI.
Getting Started
Open Workflow Builder from the left sidebar.
Create a new workflow.
Select SugarAI as the app for your trigger or action.
Connect your SugarAI account when prompted.
Configure the trigger or action and activate your workflow.