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 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 connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n 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 singular lowercase}} execution cycle search records retrieves records of the selected modules that match specified criteria connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n 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 singular lowercase}} execution cycle create a record creates a new record connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n 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 https //www vtiger com/docs/rest api for vtiger get a record return the data of a specified record of the selected module connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n 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 update a record updates an existing record connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n 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 https //www vtiger com/docs/rest api for vtiger delete a record deletes a record connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n module type select the module type of the record you want to delete record id select the record id you want to delete 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 connection vtiger crm docid\ pnhg9fgxf8dmkp6mx1w n 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; matches of the search can be found in the module's output under bundle > body > result in our example, 4 contacts were returned