Connect ClickHelp and vTiger CRM

Both apps 43ClickHelp 19vTiger CRM 24

• Trigger
  Topic Created

  Fires once for each new topic that appears in the selected ClickHelp project or publication.

• Trigger
  Topic Updated

  Triggers when a topic is updated.

• Trigger
  Translation Document Updated

  Fires when a topic (translation document) in the chosen translation project or publication is created or modified.

• Action
  Add TOC node

  Create a TOC node (folder).

• Action
  Ask AnswerGenius

  Ask AnswerGenius a question.

• Action
  Create Project Backup

  Creates a backup of a project.

• Action
  Create User

  Creates a new user account.

• Action
  Delete publication

  Delete a project/publication.

• Action
  Find topics by keyword

  Search the portal.

• Action
  Get publication

  Get one project/publication by id.

• Action
  Get task status

  Get project management (long task) status.

• Action
  Get TOC node

  Returns one TOC node (caption, parent, position, topic)

• Action
  Get topic

  Get a topic.

• Action
  Get user

  Get a user profile.

• Action
  List topics

  List all topics in a project/publication.

• Action
  List users

  List portal users.

• Action
  Publish project

  Publish a project.

• Action
  Update topic

  Update a topic.

• Action
  Update user

  Change a user profile.

• Trigger
  New Contact (polling)

  Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New event

  Triggered when any new event is added to your calendar.

• Trigger
  New Lead (polling)

  Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.

• Trigger
  New opportunity

  Triggered when a new opportunity (Potential) is created in vTiger CRM.

• Trigger
  New organization

  Triggered when any new organization (Account) is added in vTiger CRM.

• Trigger
  New ticket

  Triggered when any new ticket (HelpDesk record) is added.

• Action
  Create Account

  Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.

• Action
  Create Contact

  Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.

• Action
  Create Lead

  Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.

• Action
  Create Opportunity

  Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.

• Action
  Create Record

  Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).

• Action
  Create Ticket

  Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.

• Action
  Delete Record

  Delete a vTiger record by its id (e.g. 11x123).

• Action
  Describe Module

  Describe the fields and metadata of a vTiger module.

• Action
  Get Current User (me)

  Return the logged-in vTiger user — useful as a connection/auth smoke test.

• Action
  List Accounts

  List Accounts (organizations) via VTQL. Optional limit (default 100).

• Action
  List Contacts

  List Contacts via VTQL. Optional limit (default 100).

• Action
  List Leads

  List Leads via VTQL. Optional limit (default 100).

• Action
  List Modules (listtypes)

  List all accessible vTiger modules (element types).

• Action
  List Opportunities

  List Opportunities (Potentials) via VTQL. Optional limit (default 100).

• Action
  List Tickets

  List Help Desk Tickets via VTQL. Optional limit (default 100).

• Action
  Query (VTQL)

  Run a vTiger Query Language (VTQL) SELECT statement and return matching records.

• Action
  Retrieve Record

  Retrieve a single record by its vTiger record id (e.g. 11x123).

• Action
  Update Record

  Update an existing vTiger record. The element JSON must include the record id and all mandatory fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.