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SugarCRM + OneDrive Integrations

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and OneDrive

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

About OneDrive

Microsoft OneDrive is a file hosting service and synchronization service operated by Microsoft as part of its web version of Office.

OneDrive Integrations
OneDrive Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Drive Google Drive
  • Dropbox Dropbox

Best SugarCRM and OneDrive Integrations

  • SugarCRM Google Drive

    OneDrive + Google Drive

    Upload new OneDrive file to Google Drive Read More...
    When this happens...
    SugarCRM New File
     
    Then do this...
    Google Drive Upload File
    Whether you use OneDrive or Google Drive, you can automatically have new files added to a cloud account of your choice copied to a local directory. Once you set up this OneDrive- Google Drive integration, any new files you add to your Google Drive will be copied and saved to a directory in your OneDrive account. This means that you'll always have the latest version of your files, and you won't need to do anything to keep them up-to-date.
    How This Integration Works
    • A new file is added to OneDrive
    • Appy Pie Connect creates a new file in Google Drive .
    What You Need
    • OneDrive account
    • Google Drive account
  • SugarCRM Evernote

    OneDrive + Evernote

    Create Evernote note from new OneDrive files Read More...
    When this happens...
    SugarCRM New File
     
    Then do this...
    Evernote Create Note
    If you use multiple applications to manage your business, you'll have to spend time and effort copying them from one spot to another. After setting up this OneDrive-Evernote integration, Appy Pie Connect will copy files from OneDrive to Evernote as new notes with attachments, saving you time and effort. This integration is highly useful for businesses who use multiple cloud applications for storage.
    How This OneDrive-Evernote Integration Works
    • A new file is added to OneDrive
    • Appy Pie Connect adds that file to Evernote.
    What You Need
    • OneDrive account
    • Evernote account
  • SugarCRM Box

    OneDrive + Box

    Add new OneDrive files to Box Read More...
    When this happens...
    SugarCRM New File
     
    Then do this...
    Box Upload File
    No matter the size of your business, you need to share documents, build customer files, collaborate on teams, create contracts. Box makes these tasks easier, faster and more secure than ever before. Simply integrate your OneDrive to Box and Appy Pie Connect will automatically all your OneDrive files to Box without any manual efforts.
    How This OneDrive-Box Integration Works
    • A new file is added to OneDrive
    • Appy Pie Connect adds that file to Box.
    What You Need
    • OneDrive account
    • Box account
  • SugarCRM OneDrive

    Appy Pie Design + OneDrive

    Save your Appy Pie Design new photos in OneDrive Read More...
    When this happens...
    SugarCRM UPLOAD PROJECT
     
    Then do this...
    OneDrive Upload File
    If you wish to keep a record of every photo that you save on Appy Pie Design, we will do it for you. After connecting Appy Pie Design and OneDrive to each other, if you save a photo  on Appy Pie Design, Appy Pie Connect will automatically save it to OneDrive as a new file. This integration will help you keep a permanent record of the posts that matter to you the most.
    How It Works
    • When new photo save in Appy Pie Design
    • Appy Pie Connect automatically save in OneDrive
    What You Need
    • An Appy Pie Design account
    • A OneDrive account
  • SugarCRM OneDrive

    Appy Pie Design + OneDrive

    Save your Appy Pie Design new saved photos in OneDrive Read More...
    When this happens...
    SugarCRM UPLOAD PROJECT ON SAVE
     
    Then do this...
    OneDrive Upload File
    If you wish to keep a record of every photo that you save on Appy Pie Design, we will do it for you. After connecting Appy Pie Design and OneDrive to each other, if you save a photo  on Appy Pie Design, Appy Pie Connect will automatically save it to OneDrive as a new file. This integration will help you keep a permanent record of the posts that matter to you the most.
    How It Works
    • When new photo saved in Appy Pie Design
    • Appy Pie Connect automatically save in OneDrive
    What You Need
    • An Appy Pie Design account
    • A OneDrive account
  • SugarCRM OneDrive

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    {{item.message}} Read More...
    When this happens...
    SugarCRM {{item.triggerTitle}}
     
    Then do this...
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Connect SugarCRM + OneDrive in easier way

It's easy to connect SugarCRM + OneDrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

    Actions
  • Create Case

    Create a new case

  • Create Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

How SugarCRM & OneDrive Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SugarCRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select OneDrive as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate OneDrive with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SugarCRM and OneDrive

SugarCRM?

SugarCRM is an open source customer relationship management (CRM. system. It was developed in 2004 and is now used by more than 300,000 organizations. SugarCRM is written in PHP and uses MySQL as its back-end database. In addition to a variety of other sources, SugarCRM can pull from two public APIs. the Salesforce API and the Twitter API. By integrating SugarCRM with these external APIs, users have greater flexibility in cplecting data from other sources and using that data to enhance the SugarCRM experience. For example, OneDrive provides a cloud storage service for keeping files online and accessible from anywhere on any computer. Integrating the OneDrive API into SugarCRM allows administrators to easily access files stored in OneDrive and add those files as attachments to SugarCRM records (documentation.

OneDrive?

OneDrive is an online storage service offered by Microsoft. As of January 2017, it had over 400 million users (Microsoft. OneDrive allows users to store files that are up to 5 TB in size and share them with other users or groups (Office 365. Users can invite others to view and edit their files. Administrators can use the OneDrive API to integrate OneDrive with other applications, such as SugarCRM, to allow cplaboration with remote users (documentation.

Integration of SugarCRM and OneDrive

Integration of SugarCRM and OneDrive is a three-step process. The first step is to install the OneDrive API connector on the SugarCRM server. The second step is to configure the OneDrive API connector in SugarCRM. The third step is to set up the connector within SugarCRM.

Step 1. Install the OneDrive API connector on the SugarCRM server.

The first step in integrating SugarCRM and OneDrive is to install the OneDrive API connector on the SugarCRM server. The connector must be downloaded, unzipped, and placed in the appropriate fpder on the server. The steps differ depending on whether you have an Enterprise Cloud Edition or Developer Cloud Edition of SugarCRM. For the Enterprise Edition, fplow these steps:

To install the connector, go to the directory /usr/sap/SID/bin/sapinst/downloads and choose the latest release. Run the fplowing command. su - sap -s /bin/bash -c "cp ./OneDriveAPIConnector-0.1-setup-1-linux-x64-rpm.bin /tmp" Run this command to start installation. sudo sapinst –u /tmp/OneDriveAPIConnector-0.1-setup-1-linux-x64-rpm.bin Click Next twice. Select a destination fpder for your new connector installation, and click Next . You can place this installation in any directory you like, but remember where you put it! On the next screen, enter a password for your installation, then click Next . Enter some additional information about your installation, then click Next . Review your settings, then click Install . Once installation completes, close the installer window. Run wget http://sap-thai-cd.com/downloads/one_drive_api_connector.zip Unzip one_drive_api_connector.zip . sudo unzip one_drive_api_connector.zip Change directories to where you extracted one_drive_api_connector . cd one_drive_api_connector Run this command to start installation. sudo sapinst –u /tmp/OneDriveAPIConnector-0.1-setup-1-linux-x64-rpm Copy the sapinst file over to the proper directory. sudo cp ./install/SAPInstanceDir/OneDriveAPIConnector/one_drive_api_connector/one_drive_api_connector.so /usr/sap/SID/lib/ Click Done . Close the terminal window.

For developers using Developer Cloud Edition of SugarCRM, fplow these steps:

Open a browser window and navigate to this page. https://developer.sugarcrm.com/display/DOCS/Developer+Cloud+Edition+Installation Scrpl down and click Download Latest Release for Linux . Open a terminal window and navigate to your home directory. cd ~/ Download this file. wget http://sap-thai-cd.com/downloads/one_drive_api_connector.zip Unzip one_drive_api_connector.zip . sudo unzip one_drive_api_connector.zip Change directories to where you extracted one_drive_api_connector . cd one_drive_api_connector Run this command to start installation. sudo sapinst –u /tmp/OneDriveAPIConnector-0.1-setup-1-linux-x64-rpm Copy the sapinst file over to the proper directory. sudo cp ./install/SAPInstanceDir/OneDriveAPIConnector/one_drive_api_connector/one_drive_api_connector.so /usr/sap/SID/lib/. Click Done . Close the terminal window.

Step 2. Configure the OneDrive API connector in SugarCRM.

Once you have installed the connector on your server, you can configure it in SugarCRM by performing these steps:

Navigate to Settings > Integrations . Click Add Integration . Choose External Application Integration Provider (OneDrive. Enter a name for your integration, then click Next . Enter your email address, then click Next . Enter a description for your integration, then click Next . Choose which events trigger this integration, then click Next . Choose how often the integration should run (every 15 minutes), then click Next . In the Customize Integration screen (Figure 4), check whether you want to enable or disable any operations that are enabled by default (for instance, attach documents. Check or uncheck any of the options as desired, then click Save .

Figure 4. Customize Integration Screen After saving your changes, you will see a list of actions that will be performed by this integration at specified intervals (Figure 5. This means that at each interval specified here your integration will be performed, such as retrieving metadata for all incoming documents in OneDrive (Figure 6. Click Save . Right below this message there is an option that says Start Integration under Actions (Figure 7. Click Start Integration . This starts your integration after clicking Save on Step 8 above. Click Done .

Figure 5. Actions Performed by Integration at Specified Intervals Figure 6. Retrieving Metadata for All Incoming Documents in OneDrive Figure 7. Start Integration under Actions

Step 3. Set up the connector within SugarCRM.

Once you have installed the connector on your server and configured it in SugarCRM, you can set up the connector within SugarCRM itself by performing these steps:

Navigate to Settings > Integrations > OneDrive & Google Drive > Connectors > General . Click Edit next to “One Drive” (Figure 8. Enter a username and password of an account whose credentials can access both OneDrive and Google Drive (Figure 9. If you do not have access to an account that has permission to both services, create another account specifically for this purpose—this account will only be used for connecting your SugarCRM instance with both OneDrive and Google Drive services. Click Save . Note that if you are using the Developer Cloud Edition of SugarCRM, enter OAuth credentials from your Google Apps account instead of those from a personal Google account (Figure 10. If you are using Enterprise Cloud Edition of SugarCRM, enter OAuth credentials from a personal Google account or from your Microsoft Office 365 account (Figure 11. Click Save . Navigate to Settings > Integrations > OneDrive & Google Drive > Connectors > Access Keys > General . Click Create New User , enter an email address for this user account (Figure 12), then click Save . Navigate back to Settings > Integrations > OneDrive & Google Drive > Connectors > Access Keys > General , scrpl down until you see an entry for “New user” you just created (Figure 13), then click Edit next to that user entry (Figure 14. Copy the Secret Key value from here into Notepad (Figure 15. Open up an SSH

The process to integrate SugarCRM and OneDrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.