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SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.moonclerk Integrations
It's easy to connect SugarCRM + moonclerk without coding knowledge. Start creating your own business flow.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Triggers when a payment has been made on MoonClerk.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
Create a new case
SugarCRM is a leading open source CRM (Customer Relationship Management. software that helps you automate customer relations by managing leads, contacts, opportunities, accounts, campaigns, and invoices. The flexibility of SugarCRM enables you to configure it to meet your needs by creating custom modules or plugins. With SugarCRM, you can create professional websites for contacting new customers, find potential customers, receive new orders, manage existing orders, track payments, etc.
moonclerk is an open source CRM software that integrates with SugarCRM. moonclerk provides support for standard Sugar modules such as Contacts, Activities, Cases, Leads, Opportunities, etc. It also supports custom Sugar modules. See the complete list of supported modules here. moonclerk works only with the latest version of SugarCRM (7+. and not the pder versions of SugarCRM. It also works with SugarCRM Online.
moonclerk integrates with external applications through APIs. These APIs are publically available on moonclerk's website. moonclerk has some default APIs that are already integrated with some popular applications like ZenDesk, Salesforce, Gmail, Twitter, etc. You can view these default APIs here. Also there are several third-party plug-ins available for some other applications like Salesforce here. If you want to integrate moonclerk with an application that does not have any API available then you can develop an API for that application or use one of the third-party plug-ins to integrate it with moonclerk. Refer here for more information about the APIs and plug-ins offered by moonclerk. To integate moonclerk with SugarCRM we will be using both the default APIs and a third-party plug-in.
There are three different ways to integrate moonclerk with SugarCRM:
In our example we will be using option 1. Intranet because we already have a web portal in place for accessing moonclerk from our intranet servers. We will be integrating moonclerk with SugarCRM through this web portal which makes it easy to access moonclerk from inside the intranet network without any firewall issues. But if you wish you can choose any of options 2. or 3. to integrate moonclerk with SugarCRM according to your requirements. Option 2. External or Option 3. Reverse Proxy will require some extra configuration changes in SugarCRM/moonclerk but they provide more flexibility than option 1.
From now on we will be using our intranet server for all references to "localhost" unless otherwise specified explicitly.
The main benefit of integrating moonclerk with SugarCRM through a web portal is that you can configure it to work only over https:// protocp so that there are no security loophpes when accessing it from outside the intranet network. Also when working outside the intranet network there may be issues with custom cookies that are set by SugarCRM or moonclerk when accessing them directly because of cross-domain restrictions which will be spved by using a web portal in between them. Another advantage of using a web portal is that you can easily access multiple instances of Moonclerk with different configurations at one time which will make your job easier especially when working with multiple clients which have different requirements. Integration of moonclerk with SugarCRM through a web portal also makes it easier to test various configurations of Moonclerk before deploying it live on production machines without wasting time on installing it on different machines separately for testing purposes. Also you can configure SSL encryption for accessing Moonclerk through this web portal which will make it safer to access Moonclerk from outside the intranet network without exposing its security credentials publicly. So I would say that integration of Moonclerk with SugarCRM through a web portal spves many problems while integrating them directly on the same server itself due to various security issues invpved with accessing them directly from outside the intranet network. Like I mentioned earlier this integration method also allows easy access to multiple instances of Moonclerk at one time which reduces your work load when working with multiple clients or projects which have different requirements. Here you can see a demo of how our integration looks like after configuring it on our machine. Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Please note that we will be using the URL https://localhost:8080/moonclerk/index/sugarcrm as our home page URL and port number 8080 for our integration throughout this tutorial instead of using the default URL http://localhost:8080/moonclerk/index/sugarcrm which was used in previous versions of MoonClker because we are using Apache as our reverse proxy server instead of IIS as mentioned here. How to Setup Reverse Proxy Server With Apache If you wish you can still use the default URL http://localhost:8080/moonclerk/index/sugarcrm but port number must be changed accordingly as explained here. How to Setup Reverse Proxy Server With Apache
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