create_record

Add new fields to be created in the new record

delete_record

get_record

Performs an arbitrary authorized API call. 

make_api_call

Enter the data to pass. if its POST, it will be sent as body data, and if GET, as query string

Enter the desired request headers. Skip the authorization headers

query_records

Enter the query statement, e.g. SELECT count(*) FROM Contacts;

search_records

Enter the maximum number of records to return.

update_record


To obtain your Access Key, follow these steps:

1. Login to Vtiger CRM:
Open a web browser and log in to your Vtiger CRM instance.

2. Navigate to User Profile:
In the top right corner, click on your profile name.
Select "My Preferences."

3. The system will generate an access key for you.
Copy and securely store the access key. This key will be used for authentication when making API requests.
Note:

Access keys are sensitive information, and they should be kept secure.
Treat the access key like a password. Do not share it publicly or expose it in an insecure manner.


For the instance URL, add the url without the endpoint. For example enter https://<instance>.od2.vtiger.com instead of https://<instance>.od2.vtiger.com/restapi/v1/vtiger/default

Vtiger integration

Overview

Triggers

New Or Updated Record

Actions

Get Record

Create Record

Delete Record

Make Api Call

Query Records

Update Record

Search Records

Vtiger integration

Overview

Triggers

New Or Updated RecordTriggers when a new record is introduced or a record is updated.

New Or Updated Record

Actions

Get RecordGet a Record by value

Get Record

Create RecordCreate a Record

Create Record

Delete RecordDelete a Record

Delete Record

Make Api CallPerforms an arbitrary authorized API call.

Make Api Call

Query RecordsQuery records by SQL statement.

Query Records

Update RecordUpdate a Record

Update Record

Search RecordsSearch for a record.

Search Records