Connect Infinity and vTiger CRM

Both apps 36Infinity 12vTiger CRM 24

• Trigger
  New Board

  Triggers when a new board is created in the selected Infinity workspace.

• Trigger
  New Folder

  Triggers when a new folder is created on an Infinity board.

• Trigger
  New Member

  Triggers when a new member joins an Infinity workspace.

• Action
  Create a New Comment

  Adds a comment to an item on an Infinity board, optionally as a reply to another comment.

• Action
  Create a New Folder

  Creates a new folder on an Infinity board.

• Action
  Create a New Item

  Creates a new item in an Infinity board folder, with values for the board's attributes.

• Action
  File Upload

  Uploads a file from a link into an Infinity workspace as an attachment and returns the stored attachment.

• Action
  Find a Board

  Finds boards in an Infinity workspace whose name matches the given name.

• Action
  Find a Folder

  Finds folders on an Infinity board by name and returns the matching folder.

• Action
  Find a Member

  Finds members of an Infinity workspace by email address or name.

• Action
  Find an Item

  Finds items on a board whose text value matches the given text. Searches the 100 most recent items.

• Action
  Update an Existing Item

  Updates an existing item on an Infinity board — its attribute values, folder, parent item or position.

• 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.