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CRM and customer operations

Voxira for SugarCRM

Trigger automated customer calls when configured SugarCRM Case or Lead fields change.

View the SugarCRM setup guide

What the Voxira integration adds to SugarCRM

Voxira adds automated phone notifications to SugarCRM Case and Lead changes through Extension Framework logic hooks. Configured rules inspect record fields after save and call when selected values match. Message templates can include record details such as name and status, giving the recipient context about the customer update.

Example workflow

Configure a Case status rule to call the number held in a selected phone field. Enable only-on-change behavior so unrelated record edits do not repeatedly trigger the same telephone update.

From an event to a spoken phone call

The integration sends your message and event data to a Voxira callflow. Its text-to-speech configuration determines how the notification is spoken. Voxira queues the call and executes it asynchronously; a successful queue request does not confirm that the recipient answered. Call status is available in Voxira.

Integration questions

Can unrelated SugarCRM saves be excluded from calls?

Yes. Set only_on_change in the rule so a call is triggered by the configured field change rather than every unrelated save of the record.

Get started with SugarCRM

The GitHub setup guide contains the integration files, requirements and configuration instructions for SugarCRM.

  1. 01

    Prepare your Voxira connection

    Have your Voxira tenant and the credentials required by the setup guide ready. Contact us if you need an account or help preparing your callflow.

  2. 02

    Follow the setup guide

    Open the SugarCRM guide on GitHub and follow its installation and configuration instructions.

  3. 03

    Test your integration

    Follow the testing instructions in the guide and check the result in Voxira before enabling your workflow.

Explore the Voxira REST API →