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.

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