All integrationsCRM & Contacts
Vtiger CRM
Work with your Vtiger CRM: create, find, update and delete leads, contacts, organizations, deals, tickets and tasks, read or change records of any other module, run queries, and add comments to a record's history.
- actions
- 23
Actions
Steps a workflow can run in Vtiger CRM.
- Get current userGet the Vtiger user the connection signs in as, and the version of Vtiger it runs.
- List users and groupsList the users and groups a record can be assigned to, with the ids to give 'Assigned to'.
- List modulesList the modules that hold records in this Vtiger, including custom ones.
- Describe moduleList a module's fields: the names to use in 'Create record' and 'List records', their types, which are required, and the values of picklists.
- List recordsList records of any module, one page at a time, optionally filtered on a field or to those changed or created since a moment.
- Get recordGet one record of any module with all its fields.
- Create recordCreate a record in any module from a list of fields, for a module without its own create action. It is assigned to the connected user unless 'assigned_user_id' is given.
- Update recordChange fields of a record in any module. Only the fields you list change; the rest stay as they are.
- Delete recordDelete a record of any module. Vtiger moves it to its Recycle Bin, from where it can be restored.
- Run queryRun a read-only VtigerQL query, such as SELECT firstname, lastname FROM Contacts WHERE email LIKE '%acme%' LIMIT 0, 50. Vtiger returns at most 100 rows.
- Add commentAdd a comment to a record's history, such as a lead, contact, organization, deal or ticket.
- Create leadCreate a lead in Vtiger. Fill in what you know; it is assigned to the connected user unless you choose someone else.
- Update leadChange a lead in Vtiger. Only the fields you fill in change; the rest stay as they are.
- Create contactCreate a contact in Vtiger. Fill in what you know; it is assigned to the connected user unless you choose someone else.
- Update contactChange a contact in Vtiger. Only the fields you fill in change; the rest stay as they are.
- Create organizationCreate a organization in Vtiger. Fill in what you know; it is assigned to the connected user unless you choose someone else.
- Update organizationChange a organization in Vtiger. Only the fields you fill in change; the rest stay as they are.
- Create dealCreate a deal in Vtiger. Fill in what you know; it is assigned to the connected user unless you choose someone else.
- Update dealChange a deal in Vtiger. Only the fields you fill in change; the rest stay as they are.
- Create ticketCreate a ticket in Vtiger. Fill in what you know; it is assigned to the connected user unless you choose someone else.
- Update ticketChange a ticket in Vtiger. Only the fields you fill in change; the rest stay as they are.
- Create taskCreate a task in Vtiger. Fill in what you know; it is assigned to the connected user unless you choose someone else.
- Update taskChange a task in Vtiger. Only the fields you fill in change; the rest stay as they are.
No actions match that.
Automate Vtiger CRM with Lodol.
Connect Vtiger CRM and ask your AI for your first workflow.
Free plan, no credit card