Module sugarcrm

ballerinax/sugarcrm Ballerina library

1.4.1

Overview

This is a generated connector for SugarCRM REST API v12.0 OpenAPI Specification. SugarCRM REST API provides capabilities to effectively manage the customer lifecycle with a set of modules that support each stage of the funnel.

Prerequisites

Before using this connector in your Ballerina application, complete the following:

Create a SugarCRM account
Obtain tokens by following this guide

Quickstart

To use the SugarCRM connector in your Ballerina application, update the .bal file as follows:

Step 1: Import connector

First, import the ballerinax/sugarcrm module into the Ballerina project.


import ballerinax/sugarcrm;

Step 2: Create a new connector instance

Create a sugarcrm:ApiKeysConfig with the API key obtained, and initialize the connector with it.


sugarcrm:ClientConfig config = {
    auth: {
        tokenUrl: "<TOKEN_URL>"
        username: "<USERNAME>"
        password: "<PASSWORD>"
        clientId: "<CLIENT_ID>"
        clientSecret: "<CLIENT_SECRET>"
    }
}
sugarcrm:Client sugarCrmClient = check new Client(config, serviceUrl = "https://<site_url>/rest/v{version}/");

Step 3: Invoke connector operation

Now you can use the operations available within the connector. Note that they are in the form of remote operations.

Following is an example on how to list set of records filtered by an expression using the connector.

Creates a ticket for the company


public function main() returns error? {
    string module = "Account";
    string[] filter = [{"id":"1"}];
    FilteredRecordDetails records = check sugarCrmClient -> listRecords(module, filter);
    io:println(records);
}

Use bal run command to compile and run the Ballerina program.

Clients

sugarcrm: Client

Isolated

Constructor

Gets invoked to initialize the connector. The connector initialization requires setting the API credentials. Create SugarCRM account and obtain tokens by following this guide.

init (ConnectionConfig config, string serviceUrl)

config ConnectionConfig - The configurations to be used when initializing the connector

serviceUrl string - URL of the target service

listRecords

Isolated FunctionRemote Function

function listRecords(string module, string[]? filter, string? filterId, string? q, string? maxNum, string? offset, string? fields, string? orderBy, boolean? deleted, string? view, boolean? nullsLast) returns FilteredRecordDetails|error

Return a set of records filtered by an expression.

Parameters

module string - The name of the module.

filter string[]? (default ()) - The [filter expression](https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.3/Integration/Web_Services/REST_API/End

filterId string? (default ()) - Identifier for a preexisting filter. If filter is also set, the two filters are joined with an AND.

q string? (default ()) - A search expression, will search on this module. Cannot be used at the same time as a filter expression or id.

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

fields string? (default ()) - Comma delimited list of fields to return. The field date_modified will always be returned. name,account_type,description

orderBy string? (default ()) - How to sort the returned records, in a comma delimited list with the direction appended to the column name after a colon. name:DESC,account_type:DESC,date_modified:ASC

deleted boolean? (default ()) - Boolean to show deleted records in the result set.

view string? (default ()) - Instead of defining the fields argument, the view argument can be used instead. The field list is constructed at the server side based on the view definition which is requested. This argument can be used in combination with the fields argument.

nullsLast boolean? (default ()) - Boolean to return records with null values in order_by fields last in the result set.

Return Type

FilteredRecordDetails|error - ok

createRecord

Isolated FunctionRemote Function

function createRecord(string module, json payload) returns json|error

Create a new record of the specified type

Parameters

module string - The name of the module.

payload json - Filter options

Return Type

json|error - ok

listFilteredRecords

Isolated FunctionRemote Function

function listFilteredRecords(string module, FilterOptions payload) returns FilteredRecordDetails|error

Return a set of records filtered by an expression. The filter can be applied to multiple fields and have multiple and/or conditions in it.

Parameters

module string - The name of the module.

payload FilterOptions - Filter options

Return Type

FilteredRecordDetails|error - ok

retrieveRecord

Isolated FunctionRemote Function

function retrieveRecord(string module, string 'record) returns json|error

Returns a single record

Parameters

module string - The name of the module.

'record string - The record id.

Return Type

json|error - ok

updateRecord

Isolated FunctionRemote Function

function updateRecord(string module, string 'record, json payload) returns json|error

Update a record of the specified type

Parameters

module string - The name of the module.

'record string - The record id.

payload json - Record Details

Return Type

json|error - ok

deleteRecord

Isolated FunctionRemote Function

function deleteRecord(string module, string 'record) returns SuccessResponseID|error

Delete a record of the specified type

Parameters

module string - The name of the module.

'record string - The record id.

Return Type

SuccessResponseID|error - ok

viewChangeLog

Isolated FunctionRemote Function

function viewChangeLog(string module, string 'record, string? maxNum, string? offset) returns FilteredRecordDetails|error

View audit log in record view

Parameters

module string - The name of the module.

'record string - The record id.

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

Return Type

FilteredRecordDetails|error - ok

globalSearchElasticsearch

Isolated FunctionRemote Function

function globalSearchElasticsearch(SearchOptions payload) returns FilteredRecordDetails|error

Expose the global search capability using solely the Elasticsearch backend as an alternative to the /search endpoint.

Parameters

payload SearchOptions - Filter options

Return Type

FilteredRecordDetails|error - ok

globalSearch

Isolated FunctionRemote Function

function globalSearch(string? q, string? maxNum, string? offset, string? fields, string? orderBy, boolean? favorites, boolean? myItems) returns FilteredRecordDetails|error

Globally search records

Parameters

q string? (default ()) - A search expression, will search on this module. Cannot be used at the same time as a filter expression or id.

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

fields string? (default ()) - Comma delimited list of fields to return. The field date_modified will always be returned. name,account_type,description

orderBy string? (default ()) - How to sort the returned records, in a comma delimited list with the direction appended to the column name after a colon. name:DESC,account_type:DESC,date_modified:ASC

favorites boolean? (default ()) - Only fetch the current users favorited records.

myItems boolean? (default ()) - Only fetch items assigned to the current user.

Return Type

FilteredRecordDetails|error - ok

createCallEvent

Isolated FunctionRemote Function

function createCallEvent(json payload) returns json|error

Create a single event or a series of event records of the specified type

Parameters

payload json - The name value list of fields to populate.

Return Type

json|error - ok

updateCallEvent

Isolated FunctionRemote Function

function updateCallEvent(string 'record, boolean? allRecurrences) returns json|error

Update a calendar event record of the specified type.

Parameters

'record string - The record id.

allRecurrences boolean? (default ()) - Flag to update all events in a series.

Return Type

json|error - ok

deleteCallEvent

Isolated FunctionRemote Function

function deleteCallEvent(string 'record, boolean? allRecurrences) returns SuccessResponseID|error

Deletes either a single event record or a series of event records.

Parameters

'record string - The record id.

allRecurrences boolean? (default ()) - Flag to delete all events in a series.

Return Type

SuccessResponseID|error - ok

retrieveCommentlogParent

Isolated FunctionRemote Function

function retrieveCommentlogParent(string 'record) returns json|error

Returns a single parent record of the given commentlog

Parameters

'record string - CommentLog ID

Return Type

json|error - ok

configSave

Isolated FunctionRemote Function

function configSave(json payload) returns json|error

Saves configuration changes in the database.

Parameters

payload json - Update account payload

Return Type

json|error - ok

getDefaultMetadata

Isolated FunctionRemote Function

function getDefaultMetadata(string modules, string 'type, string name) returns json|error

Return the original metadata for the module.

Parameters

modules string - Comma-separated module names

'type string - The type of the desired metadata. The following types are supported- 'filter', 'layout', 'menu', 'view'.

name string - The name of the metadata. Examples- 'list', 'record', or 'multi-line-list'.

Return Type

json|error - ok

getContactCases

Isolated FunctionRemote Function

function getContactCases(string 'record, string[]? filter, string? filterId, string? maxNum, string? offset, string? fields, string? orderBy, boolean? deleted) returns FilteredRecordDetails|error

Get a contact's related cases, filtered by an expression, which are accessible to a contact with portal visibility.

Parameters

'record string - Contact ID

filter string[]? (default ()) - The [filter expression](https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.3/Integration/Web_Services/REST_API/End

filterId string? (default ()) - Identifier for a preexisting filter. If filter is also set, the two filters are joined with an AND.

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

fields string? (default ()) - Comma delimited list of fields to return. The field date_modified will always be returned. name,account_type,description

orderBy string? (default ()) - How to sort the returned records, in a comma delimited list with the direction appended to the column name after a colon. name:DESC,account_type:DESC,date_modified:ASC

deleted boolean? (default ()) - Boolean to show deleted records in the result set.

Return Type

FilteredRecordDetails|error - ok

getFreeBusySchedule

Isolated FunctionRemote Function

function getFreeBusySchedule(string 'record) returns FreeBusyData|error

Returns a list of time slots for which the specified person is busy.

Parameters

'record string - Contact ID

Return Type

FreeBusyData|error - ok

getCurrencies

Isolated FunctionRemote Function

function getCurrencies() returns FilteredRecordDetails|error

Return the Currencies defined in the application

Return Type

FilteredRecordDetails|error - ok

getUsers

Isolated FunctionRemote Function

function getUsers(string[]? filter, string? filterId, string? q, string? maxNum, string? offset, string? fields, string? orderBy, boolean? deleted, string? view, boolean? nullsLast) returns FilteredRecordDetails|error

Return a set of User records filtered by an expression.

Parameters

filter string[]? (default ()) - The [filter expression](https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.3/Integration/Web_Services/REST_API/End

filterId string? (default ()) - Identifier for a preexisting filter. If filter is also set, the two filters are joined with an AND.

q string? (default ()) - A search expression, will search on this module. Cannot be used at the same time as a filter expression or id.

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

fields string? (default ()) - Comma delimited list of fields to return. The field date_modified will always be returned. name,account_type,description

orderBy string? (default ()) - How to sort the returned records, in a comma delimited list with the direction appended to the column name after a colon. name:DESC,account_type:DESC,date_modified:ASC

deleted boolean? (default ()) - Boolean to show deleted records in the result set.

view string? (default ()) - Instead of defining the fields argument, the view argument can be used instead. The field list is constructed at the server side based on the view definition which is requested. This argument can be used in combination with the fields argument.

nullsLast boolean? (default ()) - Boolean to return records with null values in order_by fields last in the result set.

Return Type

FilteredRecordDetails|error - ok

deleteUser

Isolated FunctionRemote Function

function deleteUser(string 'record) returns SuccessResponseID|error

Delete a User record

Parameters

'record string - User ID

Return Type

SuccessResponseID|error - ok

getUserFreeBusySchedule

Isolated FunctionRemote Function

function getUserFreeBusySchedule(string 'record) returns FreeBusyData|error

Retrieve a list of calendar event start and end times for specified person

Parameters

'record string - User ID

Return Type

FreeBusyData|error - ok

createCalendarEvent

Isolated FunctionRemote Function

function createCalendarEvent() returns json|error

Create a single event record or a series of event records

Return Type

json|error - ok

updateCalendarEvent

Isolated FunctionRemote Function

function updateCalendarEvent(string 'record, boolean? allRecurrences) returns json|error

Update a single event record or a series of event records

Parameters

'record string - Meeting ID

allRecurrences boolean? (default ()) - Flag to update all events in a series.

Return Type

json|error - ok

deleteCalendarEvent

Isolated FunctionRemote Function

function deleteCalendarEvent(string 'record, boolean? allRecurrences) returns SuccessResponseID|error

Delete a single event record or a series of event records

Parameters

'record string - Meeting ID

allRecurrences boolean? (default ()) - Flag to delete all events in a series.

Return Type

SuccessResponseID|error - ok

getExternalMeetingInfo

Isolated FunctionRemote Function

function getExternalMeetingInfo(string 'record) returns json|error

Retrieve info about launching an external meeting

Parameters

'record string - Meeting ID

Return Type

json|error - ok

updateOpportunity

Isolated FunctionRemote Function

function updateOpportunity(string 'record) returns json|error

Update a record of the specified type

Parameters

'record string - Opportunity ID

Return Type

json|error - ok

createLead

Isolated FunctionRemote Function

function createLead(string prospectId, string inboundEmailId) returns json|error

Create a Lead with the optional post-save actions for Convert Target/Prospect and Create Lead from Email operations

Parameters

prospectId string - Pass a prospect id if Lead is being created as part of a Convert Target/Prospect process

inboundEmailId string - Pass an inbound email id if Lead is being created from an Email

Return Type

json|error - ok

convertLead

Isolated FunctionRemote Function

function convertLead(string leadId, json payload) returns json|error

Convert Lead to a Contact and optionally link it to a new or existing module such as an Account or Opportunity

Parameters

leadId string - Lead ID

payload json - An object containing the Contacts module to be created as part of the conversion, along with (optionally) any modules that this new Contact record is to be related to.

Return Type

json|error - ok

getLeadFreeBusySchedule

Isolated FunctionRemote Function

function getLeadFreeBusySchedule(string 'record) returns FreeBusyData|error

Retrieve a list of calendar event start and end times for specified person

Parameters

'record string - Lead ID

Return Type

FreeBusyData|error - ok

createLeadRecord

Isolated FunctionRemote Function

function createLeadRecord() returns InlineResponse200|error

Create lead

Return Type

InlineResponse200|error - ok

listFilteredRelatedRecords

Isolated FunctionRemote Function

function listFilteredRelatedRecords(string linkName, string 'record, string[]? filter, string? maxNum, string? offset, string? fields, string? orderBy, string? view) returns FilteredRecordDetails|error

Lists related filtered records.

Parameters

linkName string - a link name

'record string - a record name

filter string[]? (default ()) - The [filter expression](https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_11.3/Integration/Web_Services/REST_API/End

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

fields string? (default ()) - Comma delimited list of fields to return. The field date_modified will always be returned. name,account_type,description

orderBy string? (default ()) - How to sort the returned records, in a comma delimited list with the direction appended to the column name after a colon. name:DESC,account_type:DESC,date_modified:ASC

view string? (default ()) - Instead of defining the fields argument, the view argument can be used instead. The field list is constructed at the server side based on the view definition which is requested. This argument can be used in combination with the fields argument.

Return Type

FilteredRecordDetails|error - ok

getHomeActivities

Isolated FunctionRemote Function

function getHomeActivities(string? maxNum, string? offset) returns FilteredRecordDetails|error

Get a filtered list of homepage activities for a user

Parameters

maxNum string? (default ()) - A maximum number of records to return. The default is all records.

offset string? (default ()) - The number of records to skip over before records are returned. The default is 0. The parameter will be ignored if the max_num parameter is missing.

Return Type

FilteredRecordDetails|error - ok

getAwsConfig

Isolated FunctionRemote Function

function getAwsConfig() returns AWSConfig|error

Get configuration values for Amazon Web Services. This is only available to administrators of Sugar Serve.

Return Type

AWSConfig|error - ok

setAwsConfig

Isolated FunctionRemote Function

function setAwsConfig(AWSConfig payload) returns AWSConfig|error

Set configuration values for Amazon Web Services. This is only available to administrators of Sugar Serve.

Parameters

payload AWSConfig - Amazon Web Services configs

Return Type

AWSConfig|error - ok

getConfig

Isolated FunctionRemote Function

function getConfig(string category) returns json|error

Get configuration values for a given category. This is only available to administrators.

Parameters

category string - The category

Return Type

json|error - ok

setConfig

Isolated FunctionRemote Function

function setConfig(string category) returns json|error

Set configuration values for a given category. This is only available to administrators.

Parameters

category string - The category

Return Type

json|error - ok

Records

sugarcrm: AWSConfig

Fields

aws_connect_instance_name string? - The name of the AWS Connect instance

aws_connect_region string? - The region assigned to the AWS Connect instance

sugarcrm: ClientHttp1Settings

Closed record

Provides settings related to HTTP/1.x protocol.

Fields

keepAlive KeepAlive(default http:KEEPALIVE_AUTO) - Specifies whether to reuse a connection for multiple requests

chunking Chunking(default http:CHUNKING_AUTO) - The chunking behaviour of the request

proxy ProxyConfig? - Proxy server related options

sugarcrm: ConnectionConfig

Closed record

Provides a set of configurations for controlling the behaviours when communicating with a remote HTTP endpoint.

Fields

auth OAuth2PasswordGrantConfig - Configurations related to client authentication

httpVersion HttpVersion(default http:HTTP_2_0) - The HTTP version understood by the client

http1Settings ClientHttp1Settings? - Configurations related to HTTP/1.x protocol

http2Settings ClientHttp2Settings? - Configurations related to HTTP/2 protocol

timeout decimal(default 60) - The maximum time to wait (in seconds) for a response before closing the connection

forwarded string(default "disable") - The choice of setting forwarded/x-forwarded header

poolConfig PoolConfiguration? - Configurations associated with request pooling

cache CacheConfig? - HTTP caching related configurations

compression Compression(default http:COMPRESSION_AUTO) - Specifies the way of handling compression (accept-encoding) header

circuitBreaker CircuitBreakerConfig? - Configurations associated with the behaviour of the Circuit Breaker

retryConfig RetryConfig? - Configurations associated with retrying

responseLimits ResponseLimitConfigs? - Configurations associated with inbound response size limits

secureSocket ClientSecureSocket? - SSL/TLS-related options

proxy ProxyConfig? - Proxy server related options

validation boolean(default true) - Enables the inbound payload validation functionality which provided by the constraint package. Enabled by default

sugarcrm: DashboardData

Fields

dashboard_module string? - The module dashboard belongs to (e.g. Home, Cases, Accounts)

dashboard string? - The dashboard name (e.g. portal-home)

sugarcrm: FileUploadResponse

Fields

file_install string? -

unFile string? -

sugarcrm: FilteredRecordDetails

Fields

next_offset int? - Displays the next offset for retrieval of additional results. -1 will be returned when there are no more records.

records anydata[]? - An array of results containing matched records

Fields

filter record {}[]? - The filter expression.

filter_id string? - Identifier for a preexisting filter. If filter is also set, the two filters are joined with an AND.

max_num int? - A maximum number of records to return. Default is 20.

offset int? - The number of records to skip over before records are returned. Default is 0.

fields string? - Comma delimited list of fields to return. The field date_modified will always be returned. This argument can be combined with the view argument. Example name,account_type,description

view string? - Instead of defining the fields argument, the view argument can be used instead. The field list is constructed at the server side based on the view definition which is requested. This argument can be used in combination with the fields argument. Common views are "record" and "list". Example- record

order_by string? - How to sort the returned records, in a comma delimited list with the direction appended to the column name after a colon. Example- name:DESC,account_type:DESC,date_modified:ASC

q string? - A search expression, will search on this module. Cannot be used at the same time as a filter expression or id.

deleted boolean? - Boolean to show deleted records in the result set.

sugarcrm: FreeBusyData

Fields

id string? -

module string? -

freebusy FreeBusySchedule[]? -

sugarcrm: FreeBusySchedule

Fields

'start string? -

end string? -

sugarcrm: InlineResponse200

Fields

modules record {}? -

sugarcrm: LicenseLimitData

Fields

default_limit int? -

limit_enforced int? -

default_license_type string? -

seats LicenselimitdataSeats? -

available_seats LicenselimitdataSeats? -

sugarcrm: LicenselimitdataSeats

Fields

CURRENT int? -

SUGAR_SERVE int? -

SUGAR_SELL int? -

sugarcrm: OAuth2PasswordGrantConfig

Closed record

OAuth2 Password Grant Configs

Fields

Fields Included from * OAuth2PasswordGrantConfig

tokenUrl string
username string
password string
clientId string
clientSecret string
scopes string|string[]
refreshConfig RefreshConfig|"INFER_REFRESH_CONFIG"
defaultTokenExpTime decimal
clockSkew decimal
optionalParams map<string>
credentialBearer CredentialBearer
clientConfig ClientConfiguration

tokenUrl string(default "https:/<site_url>/rest/<version>/oauth2/token") - Token URL

sugarcrm: Package

Fields

name string? -

'version string? -

'type string? -

published_date string? -

description string? -

uninstallable boolean? -

file_install string? -

file string? -

enabled string? -

id string? -

installed boolean? -

unFile string? -

sugarcrm: PackageManagerList

Fields

packages Package[]? -

sugarcrm: ProxyConfig

Closed record

Proxy server configurations to be used with the HTTP client endpoint.

Fields

host string(default "") - Host name of the proxy server

port int(default 0) - Proxy server port

userName string(default "") - Proxy server username

password string(default "") - Proxy server password

sugarcrm: SearchBackendStatus

Fields

available boolean? -

enabled_modules string[]? -

sugarcrm: SearchOptions

Fields

max_num int? - A maximum number of records to return. Default is 20.

offset int? - The number of records to skip over before records are returned. Default is 0.

q string? - A search expression, will search on this module. Cannot be used at the same time as a filter expression or id.

sort anydata[]? - Wether or not to return highlighted results. Default is true.

highlights boolean? - A search expression, will search on this module. Cannot be used at the same time as a filter expression or id.

module_list string? - Comma delimited list of modules to search. If omitted, all search enabled modules will be queried.

sugarcrm: SuccessResponseID

Fields

id string? -

sugarcrm: SuccessResponseStatus

Fields

success boolean? - The success status

Import

import ballerinax/sugarcrm;

Metadata

Released date: 12 months ago

Version: 1.4.1

License: Apache-2.0

Compatibility

Platform: any

Ballerina version: 2201.4.1

GraalVM compatible: Yes

Pull count

Total: 1

Current verison: 1

Weekly downloads

Source repository

Keywords

Sales & CRM

Customer Relationship Management

Contributors

Other versions

1.4.1

1.4.0 1.3.0 1.0.0

Dependencies

ballerina/url/2.2.3 ballerina/http/2.6.0

Cookie policy

Delete policy

clients

records

ballerinax/sugarcrm Ballerina library

Overview

Prerequisites

Quickstart

Step 1: Import connector

Step 2: Create a new connector instance

Step 3: Invoke connector operation

Clients

sugarcrm: Client

Constructor

listRecords

Parameters

Return Type

createRecord

Parameters

Return Type

listFilteredRecords

Parameters

Return Type

retrieveRecord

Parameters

Return Type

updateRecord

Parameters

Return Type

deleteRecord

Parameters

Return Type

viewChangeLog

Parameters

Return Type

globalSearchElasticsearch

Parameters

Return Type

globalSearch

Parameters

Return Type

createCallEvent

Parameters

Return Type

updateCallEvent

Parameters

Return Type

deleteCallEvent

Parameters

Return Type

retrieveCommentlogParent

Parameters

Return Type

configSave

Parameters

Return Type

getDefaultMetadata

Parameters

Return Type

getContactCases

Parameters

Return Type

getFreeBusySchedule

Parameters

Return Type

getCurrencies

Return Type

getUsers

Parameters

Return Type

deleteUser

Parameters

Return Type

getUserFreeBusySchedule

Parameters

Return Type

createCalendarEvent

Return Type

updateCalendarEvent

Parameters

Return Type

deleteCalendarEvent