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Integrations · CRM

Connect Vtiger to Coherence.

CRM software for sales, marketing, and support teams. 1 trigger can start a workflow, and 8 actions can run inside one.

New or Updated RecordCreate a Coherence record
A Coherence record changesCreate Record
A Coherence workflow runsGet Record

TRIGGERS AND ACTIONS

Everything Vtiger can do in a workflow.

Triggers start a workflow when something happens in Vtiger. Actions are the steps a workflow can run there.

Triggers · 1New or Updated Record
Actions · 8Create RecordGet RecordUpdate RecordDelete RecordQuery RecordsSearch RecordsCustom API Call (Deprecated)Custom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Vtiger.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring Vtiger activity into CoherenceStart 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 RecordFinishes with · Create or update a Coherence record
Act in Vtiger from a Coherence workflowUse 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 changesFinishes with · Create Record
or Get Record
Connect Vtiger to the wider customer workflowCombine 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 RecordFinishes with · Create Record, then preserve the outcome in Coherence
or Get Record

SET UP

How to connect Vtiger.

The exact authentication fields depend on Vtiger. The workflow structure stays straightforward.

1Connect the accountAuthorize the Vtiger account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with Vtiger or provide a complementary trigger or action.

QUESTIONS

Vtiger integration questions.

What can I automate with the Vtiger integration?

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.

How many Vtiger triggers and actions are available?

Vtiger currently lists 1 trigger and 8 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Vtiger connect to other apps through Coherence?

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.

Do I need to write code to connect Vtiger?

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.

Ready to connect Vtiger?

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