Kinetic Data
Return to SugarCRM
SugarCRM Account Retrieve logo
Download Zip

SugarCRM Account Retrieve Version 1

This handler will use the server information and user credentials configured in the task info values to authenticate and connect to the specified SugarCRM server, and search for the Account record based on the account name parameter.

The handler returns the account details if the account was found, otherwise and exception is thrown if no accounts match the name that was provided as the search term.

Parameters

Name Description
Account Name The name of the Account to retrieve

Sample Configuration

Name Description
Account Name <%=@answers['Account Name']%>

Results

Name Description
Id
Account Type
Assigned User Id
Assigned User Name
Billing Address City
Billing Address Country
Billing Address Postal Code
Billing Address Street
Billing Address Street 2
Billing Address Street 3
Billing Address Street 4
Campaign Id
Campaign Name
Created By
Created By Name
Date Entered
Date Modified
Description
Email 1
Industry
Modified By Name
Modified User Id
Name
Ownership
Parent Id
Parent Name
Phone Alternate
Phone Fax
Phone Office
Rating
Shipping Address City
Shipping Address Country
Shipping Address Postal Code
Shipping Address State
Shipping Address Street
Shipping Address Street 2
Shipping Address Street 3
Shipping Address Street 4
SIC Code
Ticker Symbol
Valid
Website

Changelog

SugarcrmAccountRetrieve_V1 (2011-02-01)

  • Initial version. See README for details.

Related Handlers

Looking for a workflow engine?

Learn more about the Kinetic Data Enterprise Workflow Platform Check it out Caret right circle