CRM software for sales, marketing, and support teams
Vtiger currently provides 1 trigger that can start a workflow and 8 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
New or Updated Record
Triggers when a new record is introduced or a record is updated.
Create Record
Create a Record
Get Record
Get a Record by value
Update Record
Update a Record
Delete Record
Delete a Record
Query Records
Query records by SQL statement.
Search Records
Search for a record.
Custom API Call (Deprecated)
Performs an arbitrary authorized API call. (Deprecated)
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Vtiger event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New or Updated Record
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Vtiger action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Record
Combine Vtiger with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
New or Updated Record
Finishes with
Create Record, then preserve the outcome in Coherence
The exact authentication fields depend on Vtiger. The workflow structure stays straightforward:
Authorize the Vtiger account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Vtiger or provide a complementary trigger or action.
Vtiger currently provides 1 trigger that can start a workflow and 8 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Vtiger currently lists 1 trigger and 8 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Vtiger triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Start automating in minutes. No credit card required.
