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Microsoft Dynamics 365

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Lever

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QuickBooks Online

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Agile CRM

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Sage Intacct

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Aircall

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Sage 300

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SalesforceIQ

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Mindbody

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Import pipe delimited CSV data into a modeled sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import modeled sheet data

List all the sheets in the Adaptive Insights instance

List sheets

Create an account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts.

Create account

Export data from a configured modeled sheet. Returns a CSV file with row data from a specified version

Export modeled sheet data

Create dimension in the Adaptive Insights system

Create dimension

Create dimension value in the Adaptive Insights system

Create dimension value

Create level in the Adaptive Insights system

Create level

Create one or more users in the Adaptive Insights system

Create user

Export data from Adaptive Insights. Returns a CSV file with row data from a specified version

Export data (standard)

Inserts or replaces pipe delimited CSV data into into any standard account (GL Account, Custom Account, Assumption, or Exchange Rate) regardless of whether the account has been placed onto a sheet. Please be aware that operation may time out if a large import is already taking place in Adaptive Insights.

Import data (standard)

List all the versions in the Adaptive Insights instance

List versions

Update an existing account in the Adaptive Insights system. Supports only the following account types: Assumption, GL Account, and Custom Account. It does not support system or linked accounts

Update account

Update an existing dimension in the Adaptive Insights system

Update dimension

Update dimension value in the Adaptive Insights system

Update dimension value

Update one or more existing dimensions in the Adaptive Insights system

Update dimensions

Update level in the Adaptive Insights system

Update level

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Finance and Accounting

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Removes a relationship based on 'LHS (left-hand side) sync_key' and 'RHS (right-hand side) sync_key'. If both the LHS and RHS records can be found with the sync_keys, and those records are related, then remove the relationship of the RHS record to the LHS record.

Delete relationship by sync_key field

List link names DDL

List records

List modules DDL

Run a sequence of API requests in one query. The requests are executed sequentially and their results are returned as one response.

Bulk request

Count the number of Accounts in your SugarCRM account. Optionally apply filters to count only specific records.

Count accounts

Count the number of Contacts in your SugarCRM account. Optionally apply filters to count only specific records.

Count contacts

Count the number of Employees in your SugarCRM account. Optionally apply filters to count only specific records.

Count employees

Count the number of Opportunities in your SugarCRM account. Optionally apply filters to count only specific records.

Count opportunities

Creates an email in your SugarCRM account.

Create email

Creates a new email address in your SugarCRM account.

Create email address

Create a new lead in your SugarCRM account.

Create lead

Upserts based on 'sync_key field'. It updates a record if it can be found by the 'sync_key field'. If the record does not exist, then creates it.

Create or update record by sync_key field

Create record

Create a relationship to a pre-existing record.

Create relationship

Creates a relationship based on 'LHS (left-hand side) sync_key field' and 'RHS (right-hand side) sync_key field'. If both the LHS and RHS records can be found with the respective sync_keys, then relate the RHS record to the LHS record.

Create relationship by sync_key fields

Delete record

Deletes the record with the given sync_key value

Delete record by sync_key field

Delete an existing relationship between two records.

Delete relationship

Retrieve the count of records that have been filtered.

Get filtered records count

Retrieve a list of related records by filter.

Get filtered related records count

Get record

Retrieves the record with the given sync_key value.

Get record by sync_key field

Retrieve a related record with relationship role information.

Get related record

Link call to contacts

List filtered related records

Retrieve a list of application labels for a specific language.

List labels by language

List link fields DDL

List link sync key fields DDL

List module fields DDL

Retrieve a list of recipients that match the search term.

List recipients

List records DDL

List related records

List sync key fields DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Updates an email in your SugarCRM account. Used for updating an archived email, updating a draft to send later, or sending a draft.

Update email

Update record

Update record sync_key

Upload file

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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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SugarCRM

Customer Relationship Management (CRM)

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Adaptive Insights and SugarCRM integration + automation

Popular Adaptive Insights and SugarCRM integrations

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