Connect DealMachine and vTiger CRM

Both apps 37DealMachine 13vTiger CRM 24

• Trigger
  New Task

  Triggers when a new task is created in DealMachine.

• Action
  Create Note for Lead

  Adds a note to a DealMachine lead (prospect).

• Action
  Create Tag

  Creates a tag you can apply to DealMachine prospects.

• Action
  Create Task

  Creates a task in DealMachine, optionally linked to a property or person.

• Action
  Delete Tag

  Deletes a DealMachine tag.

• Action
  Delete Task

  Deletes a DealMachine task.

• Action
  Get Account

  Returns the DealMachine organization, plan and remaining enrichment credits.

• Action
  Get Tag

  Returns one DealMachine tag by its ID.

• Action
  Get Task

  Returns one DealMachine task by its ID.

• Action
  List Tags

  Returns all tags in the DealMachine workspace.

• Action
  List Tasks

  Returns DealMachine tasks, optionally filtered by status or search text.

• Action
  Update Tag

  Renames, recolors or deactivates a DealMachine tag.

• Action
  Update Task

  Updates a DealMachine task's title, description, due date or completion.

• 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.