Connect BeLazy and Vtiger CRM integrations
Connect BeLazy and Vtiger CRM with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like BeLazy and Vtiger CRM to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when BeLazy notifies Make of new incoming project that is approved automatically or manually. The module returns with an iteration through the available projects in BeLazy.
Creates a new record.
Deletes a record.
Return the data of a specified record of selected module.
Performs an arbitrary authorized API call.
Updates an existing record.
Retrieves records of selected module that match specified criteria.
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Create custom BeLazy and Vtiger CRM workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.
Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.
Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.
Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.
Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.
Creates a new workspace.
Creates a new record.
Removes a deliverable file from a project. This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.
Popular BeLazy and Vtiger CRM workflows.
Looking to get more out of BeLazy and Vtiger CRM? With Make you can visually integrate BeLazy and Vtiger CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new survey responses to Vtiger as objects
Streamline your data collection process by automatically transferring new survey responses from Survey Anyplace to your Vtiger CRM. This template ensures that every time a participant submits a response, their information is seamlessly added as a new object in Vtiger, allowing you to manage and analyze your survey data effectively. Enhance your customer relationship management and make informed decisions based on real-time feedback.
TRY IT ->Create new vtiger leads from Facebook Lead Ads submissions and retrieve lead details
Automatically convert Facebook Lead Ads submissions into detailed vtiger leads. Capture new leads and retrieve their details for streamlined CRM management.
TRY IT ->Create a new object in vtiger from a custom webhook trigger
Streamline your data management process by integrating custom webhooks with Vtiger CRM. This template allows you to automatically create a new object in Vtiger every time a custom webhook is triggered, ensuring that your CRM is always up-to-date with the latest information. Perfect for businesses looking to enhance their workflow efficiency and maintain accurate records without manual input.
TRY IT ->Add new Vtiger objects from Google Sheets rows
Streamline your data management process by automatically creating objects in Vtiger CRM whenever new rows are added to your Google Sheets. This template ensures that your CRM is always up-to-date with the latest information, enhancing your customer relationship management and improving your workflow efficiency. Simply set up your Google Sheets with the necessary data structure, and let Make handle the rest!
TRY IT ->Add new cituro customers as Vtiger CRM contacts
You want to add new customers to Vtiger CRM? This Make integration makes it possible. Every new cituro customer will be added to Vtiger as a contact. The best news is, you don't have to enter information manually.
TRY IT ->Send new Vtiger CRM contacts to Databox
Whenever a new contact is created in Vtiger, Make will automatically send data of that contact to Databox so the report with contacts is updated.
TRY IT ->Send new VTiger CRM service contracts to Databox
Every time you create a new service contract in Vtiger, Make will automatically send the data of the service contract to Databox to be analyzed.
TRY IT ->
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Add a new record to Google Sheets about a new project in BeLazy and upload files to Google Drive
When a new project is approved, data of the project are stored in a Google Sheets spreadsheet and the files are uploaded to Google Drive. If the file is bigger than 50MB, the e-mail with the notification about this issue is sent to Gmail.
TRY IT ->Synchronize BeLazy account upon request from Gmail
When a new e-mail is received and meets specified criteria, a specified connection in BeLazy is synchronized.
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