CRM and Sales tools
Vtiger CRM
13 min
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 https //www vtiger com/begin free trial/ connecting vtiger crm to make 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 3\ copy the access key to your clipboard 4\ go to make and open the vtiger module's create a connection dialog 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 https //xyz vtiger com/index php then your url is https //xyz vtiger com https //xyz vitiger 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 watch records triggers when a record is created or updated false false 240false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type search records retrieves records of the selected modules that match specified criteria false false 241false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type create a record creates a new record false false 240false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type get a record return the data of a specified record of the selected module false false 240false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type update a record updates an existing record false false 237false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type delete a record deletes a record false false 238false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type other make an api call performs an arbitrary authorized api call for the list of available endpoints, refer to the vtiger crm api documentation https //www vtiger com/docs/rest api for vtiger false false 235false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type false left unhandled content type 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; matches of the search can be found in the module's output under bundle > body > result in our example, 4 contacts were returned