VTiger

VTiger is a comprehensive customer relationship management (CRM) platform that offers sales, marketing, and support solutions to streamline business.

Categories: CRM

Type: vtiger/v1

Connections

Version: 1

Basic Auth

Properties

Name	Label	Type	Description	Required
username	Username	STRING	Enter your username/email.	true
password	Access Key	STRING		true
instance_url	VTiger Instance URL	STRING	For the instance URL, add the url without the endpoint.	true

Connection Setup

Find Access Key

Navigate to VTiger dashboard.
Click on your account icon.
Click on My Preferences.
Here you can see your credentials.
Done 🚀.

Actions

Create Contact

Name: createContact

Creates a new contact.

Properties

Name	Label	Type	Description	Required
firstname	First Name	STRING	First name of the contact.	true
lastname	Last Name	STRING	Last name of the contact.	true
email	Email	STRING	Email address of the contact.	true

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "firstname" : "",
    "lastname" : "",
    "email" : ""
  },
  "type" : "vtiger/v1/createContact"
}

Properties

Name	Type	Description
result	OBJECT Properties {STRING(firstname), STRING(lastname), STRING(email), STRING(phone), STRING(assigned_user_id), STRING(id)}

Output Example

{
  "result" : {
    "firstname" : "",
    "lastname" : "",
    "email" : "",
    "phone" : "",
    "assigned_user_id" : "",
    "id" : ""
  }
}

Create Product

Name: createProduct

Creates a new product for your CRM.

Properties

Name	Label	Type	Description	Required
productname	Product Name	STRING	Name of the product.	true
product_type	Product Type	STRING Options Solo, Fixed Bundle	Type of the product.	true

Example JSON Structure

{
  "label" : "Create Product",
  "name" : "createProduct",
  "parameters" : {
    "productname" : "",
    "product_type" : ""
  },
  "type" : "vtiger/v1/createProduct"
}

Properties

Name	Type	Description
results	OBJECT Properties {STRING(productname), STRING(product_type), STRING(assigned_user_id), STRING(id)}

Output Example

{
  "results" : {
    "productname" : "",
    "product_type" : "",
    "assigned_user_id" : "",
    "id" : ""
  }
}

Get Me

Name: getMe

Get more information about yourself.

Example JSON Structure

{
  "label" : "Get Me",
  "name" : "getMe",
  "type" : "vtiger/v1/getMe"
}

Properties

Name	Type	Description
result	OBJECT Properties {STRING(id), STRING(user_name), STRING(user_type), STRING(email), STRING(phone_home), STRING(phone_work), STRING(phone_mobile), STRING(userlable), STRING(address_street), STRING(address_city), STRING(address_state), STRING(address_country), STRING(roleid), STRING(language), BOOLEAN(is_admin), BOOLEAN(is_owner), STRING(status)}

Output Example

{
  "result" : {
    "id" : "",
    "user_name" : "",
    "user_type" : "",
    "email" : "",
    "phone_home" : "",
    "phone_work" : "",
    "phone_mobile" : "",
    "userlable" : "",
    "address_street" : "",
    "address_city" : "",
    "address_state" : "",
    "address_country" : "",
    "roleid" : "",
    "language" : "",
    "is_admin" : false,
    "is_owner" : false,
    "status" : ""
  }
}

What to do if your action is not listed here?

If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.

To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.

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