[ Sales and CRM ]
Vtiger integration for your workflows.
Connect Vtiger to Collabase once and use 8 actions and 1 trigger in your workflows. No code needed, hosted in Switzerland.
Vtiger in Collabase
Connect Vtiger to Collabase once and use 8 actions and 1 trigger in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
CRM software for sales, marketing, and support teams
How to connect it
- Open the integrations in the workspace settings.
- Choose Vtiger and connect your account.
- Add a trigger or an action to the workflow.
- Login to Vtiger CRM:
- Navigate to User Profile:
- The system will generate an access key for you.
Vtiger triggers
| Name | Description | Fields |
|---|---|---|
| New or Updated RecordChecks at intervals | Triggers when a new record is introduced or a record is updated. Deleted records are not emitted. |
|
Vtiger actions
| Name | Description | Fields |
|---|---|---|
| Create Record | Create a Record |
|
| Get Record | Get a Record by value |
|
| Update Record | Update a Record |
|
| Delete Record | Delete a Record |
|
| Query Records | Query records by SQL statement. |
|
| Search Records | Search for a record. |
|
| Custom API Call (Deprecated) | Performs an arbitrary authorized API call. (Deprecated) |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
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[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Vtiger
What can I automate with Vtiger in Collabase?
Vtiger brings 8 actions and 1 trigger, for example Create Record, Get Record, Update Record, Delete Record and 4 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Vtiger to Collabase?
You open the integrations in the workspace settings, choose Vtiger and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.
Can Vtiger start a workflow?
Yes. Vtiger provides 1 trigger, for example New or Updated Record. The workflow runs as soon as the event happens.
Does the Vtiger integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.