Creates Notes SugarCRM

This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person.

Top Benefits

  • Fast
  • Efficient
  • Speed up process

Tasks

  • Create notes
  • Reads from Excel
  • Alerts you when process is done

This bot enables you to create multiple notes in SugarCRM from an Excel spreadsheet, under SugarCRM's Customer Support Lead Person. This bot can save the user plenty of time during the day and will alert the user when the process is done. The user will need a SugarCRM account.

Buy Now

$50 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
November 18, 2019
First Published
November 18, 2019
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

Code
Sugar
Code
PREV NEXT
Code
Sugar
Code

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • SugarCRM account
  • Excel
  • Input data