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Select a trigger from Vtiger CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Vtiger CRM, a trigger could be "Contact Created or Updated."

A trigger is the event that kicks off your automated workflow.

Setup an action from Formatter by Zapier

An action is what takes place after the automation is triggered. For example, with Formatter by Zapier, the action could be "Date / Time."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Vtiger CRM to Formatter by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Vtiger CRM to Formatter by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Vtiger CRM and Formatter by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
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New Case
Triggers when a new Case is created.
Trigger
Scheduled
Try It
New Event
Triggers when a new event is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It

New Service
Triggers when a new Service is created.
Trigger
Scheduled
Try It
New Todo
Triggers when a new todo is created.
Trigger
Scheduled
Try It

Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new Product is created.
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

Learn how to automate Vtiger CRM on the Zapier blog

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About Vtiger CRM

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.

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About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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