Connect VanillaSoft to Vtiger CRM and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
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Choose a Trigger
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Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- VanillaSoft Zap NameRequired
- Description
- VanillaSoft Project NameRequired
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on ErrorRequired
- Send Data Email on Last Error
- Email last error data to
Try It- Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Try It - New Case
Triggers when a new Case is created.
Try It - New Event
Triggers when a new event is created.
Try It
- VanillaSoft Zap NameRequired
- DescriptionRequired
- VanillaSoft Project NameRequired
- Email on Success
- Email on ErrorRequired
- Create New ContactsRequired
- Flag New ContactsRequired
- Route New Contacts as a First PriorityRequired
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone NumberRequired
- Flag DuplicatesRequired
- Error response for duplicate contact
- Update existing contactsRequired
- Update Key FieldRequired
- Route Updated as a First PriorityRequired
- Reopen and flag updated contacts (Recommended)Required
- Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Try It - New Contact
Triggers when a new contact is created.
Try It - New Invoice
Triggers when a new Invoice is created.
Try It
Related categories
Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.
Related categories