How to Send Data from Pricefx Interceptor to SugarCRM

Owned by Jan Panoušek

Jan 19, 2024

3 min read

Available Actions

getPayload
getEntityURL
getEntityById
findOpportunities
updateOpportunity
updateLineItems

Default Values

sugarCrm opportunities path = Opportunities
sugarCrm accounts path = Accounts
sugarCrm lineItems path = Products
sugarCrm employees path = Employees

How to Change Default Path

data = {
  objectPath: {
    opportunities: "a",
    accounts: "b",
    lineItems: "c",
    employees: "d",
  }
  //......
}

Get Current Opened Object Data (`getPayload`)

await crmManager
  .callAndReceive({
    action: "getPayload",
    data: {},
  })
  .then(async (response) => {
    console.log(response);
  });

`getEntityURL`

await crmManager
  .callAndReceive({ action: 'getEntityURL', data: {} })
  .then(async response => {
    console.log(response);
  });

How to Get Data from Any Page in SugarCRM (`getEntityById`)

Get ID and Name of Opportunity (`findOpportunities`)

Opportunity can be searched in two ways:
1. SearchText
This function is used by Assign Opportunity to display a list of opportunities when searched.

Filter

Update/Create Opportunity in SugarCRM (`updateOpportunity`)

How to Create/Update Line Items in SugarCRM (`updateLineItems`)

Found an issue in documentation? Write to us.

Pricefx version 12.0