Vtiger CRM

The Vtiger CRM modules allow you to watch, create, update, list, and delete records in your Vtiger CRM account.

  • See the changelog for the Vtiger CRM App

Getting Started with Vtiger CRM

Prerequisites

  • A Vtiger CRM account

In order to use Vtiger CRM with Make, it is necessary to have a Vtiger CRM account. If you do not have one, you can create a Vtiger CRM account at www.vtiger.com/begin-free-trial.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Vtiger CRM account to Make you need to obtain the Access Token from your Vtiger CRM account and insert it in the Create a connection dialog in the Make module.

1. Login to your Vtiger CRM account.

2. Click your Profile Icon > My Preferences.

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3. Copy the Access Key to your clipboard.

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4. Go to Make and open the Vtiger module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the URL field, enter your Vtiger access URL address. For example, when you login to Vtiger account, if your browser URL address is https://xyz.vtiger.com/index.php then your URL is https://xyz.vtiger.com.

7. In the Username field, enter your email address with which you have registered for Vtiger account.

8. In the Access Key field, enter the access key copied in step 3.

Records

Triggers when a record is created or updated.

Connection

Establish a connection to your Vtiger CRM account.

Watch Records

Select the option to watch the records:

  • By Created Time

  • By Modified Time

Module Type

Select the module whose records you want to watch.

Search by

Select the option to search the records:

  • Filter

  • Query

Filter

Select the option to filter the records and enter the value.

Query

Enter the query to search the records based on the specified query. For example, firstname = 'Make' order by createdtime desc

Limit

Enter the maximum number of records Make should return during one scenario execution cycle.

Retrieves records of the selected modules that match specified criteria.

Connection

Establish a connection to your Vtiger CRM account.

Module Type

Select the module whose records you want to watch.

Search by

Select the option to search the records:

  • Filter

  • Query

Filter

Select the option to filter the records and enter the value.

Query

Enter the query to search the records based on the specified query. For example, firstname = 'Make' order by createdtime desc

Limit

Enter the maximum number of records Make should return during one scenario execution cycle.

Creates a new record.

Connection

Establish a connection to your Vtiger CRM account.

Module Type

Select the module type of the record you want to create. When you select a module type, dynamic fields related to the module auto-populates which you need to fill to create the new record. See Vtiger CRM API Documentation.

Return the data of a specified record of the selected module.

Connection

Establish a connection to your Vtiger CRM account.

Module Type

Select the module type of the record whose details you want to retrieve.

Record ID

Select the Record ID whose details you want to retrieve.

Updates an existing record.

Connection

Establish a connection to your Vtiger CRM account.

Module Type

Select the module type of the record whose details you want to update.

Record ID

Select the Record ID whose details you want to update. When you select the record, dynamic fields related to the record auto-populates which you need to fill to update the record. See Vtiger CRM API Documentation.

Deletes a record.

Connection

Establish a connection to your Vtiger CRM account.

Module Type

Select the module type of the record you want to delete.

Record ID

Select the Record ID you want to delete.

Other

Performs an arbitrary authorized API call.

Note

For the list of available endpoints, refer to the Vtiger CRM API Documentation.

Connection

Establish a connection to your Vtiger CRM account.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Get Contacts

The following API call returns all the contacts from your Vtiger CRM account:

Method:GET

Query String

Key: operation

Value: query

value: query query: select * from Contacts;

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Matches of the search can be found in the module's Output under Bundle > Body > result. In our example, 4 Contacts were returned:

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