Question: Automatically Creating Contact Record and Tagging to Opportunities Module

Hello Jean Pierre Rojas

I would agree with Greg that from a standard methodology perspective there is a Lead entity in Sugar (should be treated as "personal interest in products or services"), which could be converted to Contact/Opportunity with passing sales qualification criteria.
Using this out-of-the-box Leads entity allows employing out-of-the-box conversion procedure which, in turn, is empowered with some Contact/Account search.

However, the search is performed in a quite automated way rather than the requested - search automatically, also I have doubts whether it's possible to configure the search criteria specified in your example for conversion search without involving PHP/JScript developer.
In addition, being not aware of the whole business purpose and CRM model, I would not conclude whether an out-of-the-box approach works for your case.

So let me focus on implementing the requirements as they described.

AFAIK SugarBPM does not provide capabilities to search for the values in a way requested and then make relations between records on the basis of search results.

Luckily, there is a Logic Builder no-code configuring tool available (https://logicbuilder.integroscrm.com) that closes gaps between out-of-the-box functionality and companies' unique CRM automation expectations - with configuring - avoiding extending Sugar with code development.

Below is the flowchart, where I have drawn the search, creation of the new record along linking records -  exactly as described in your User Story.

You may easily read it , checking how drawing implements your requirements -  by following the white line, which is the main logic flow




Once a design was ready, I spent a click to get downloaded a zip-package with configured automation:

As you see, I've added some custom fields to Opportunities via Studio and uploaded metadata to make custom fields available for configuring.
If you register for Logic Builder  (https://logicbuilder.integroscrm.com), I could share the flowchart to you and would be happy to help you adjust it to your custom fields names so that you could get a zip - to install via Module Loader and benefit from the automation.

Please note - zip generated is free, employing it won't need any additional licensing ever, and zip will work in Sugar core with no additional components or external accesses.

Access to the Logic Builder designer environment to design unique user stories (instead of developing them with code) - is charged annually.
However, 30 days of the trial access should be more than enough to make your use case implemented and get a loadable zip to install -

letting the Sugar platform do the work according to your expectations with no development efforts

I hope this makes sense.

Hello Jean Pierre Rojas

I would agree with Greg that from a standard methodology perspective there is a Lead entity in Sugar (should be treated as "personal interest in products or services"), which could be converted to Contact/Opportunity with passing sales qualification criteria.
Using this out-of-the-box Leads entity allows employing out-of-the-box conversion procedure which, in turn, is empowered with some Contact/Account search.

However, the search is performed in a quite automated way rather than the requested - search automatically, also I have doubts whether it's possible to configure the search criteria specified in your example for conversion search without involving PHP/JScript developer.
In addition, being not aware of the whole business purpose and CRM model, I would not conclude whether an out-of-the-box approach works for your case.

So let me focus on implementing the requirements as they described.

AFAIK SugarBPM does not provide capabilities to search for the values in a way requested and then make relations between records on the basis of search results.

Luckily, there is a Logic Builder no-code configuring tool available (https://logicbuilder.integroscrm.com) that closes gaps between out-of-the-box functionality and companies' unique CRM automation expectations - with configuring - avoiding extending Sugar with code development.

Below is the flowchart, where I have drawn the search, creation of the new record along linking records -  exactly as described in your User Story.

You may easily read it , checking how drawing implements your requirements -  by following the white line, which is the main logic flow




Once a design was ready, I spent a click to get downloaded a zip-package with configured automation:

As you see, I've added some custom fields to Opportunities via Studio and uploaded metadata to make custom fields available for configuring.
If you register for Logic Builder  (https://logicbuilder.integroscrm.com), I could share the flowchart to you and would be happy to help you adjust it to your custom fields names so that you could get a zip - to install via Module Loader and benefit from the automation.

Please note - zip generated is free, employing it won't need any additional licensing ever, and zip will work in Sugar core with no additional components or external accesses.

Access to the Logic Builder designer environment to design unique user stories (instead of developing them with code) - is charged annually.
However, 30 days of the trial access should be more than enough to make your use case implemented and get a loadable zip to install -

letting the Sugar platform do the work according to your expectations with no development efforts

I hope this makes sense.