Connect Keap and vTiger CRM

Both apps 63Keap 39vTiger CRM 24

• Trigger
  New Contact

  Polling trigger: fires when a new contact is created in Keap.

• Trigger
  Updated Contact

  Polling trigger: fires when a contact is updated in Keap.

• Action
  Add contact to campaign sequence

  Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

• Action
  Add order

  Creates a one-time order for a contact in Keap, with its order items.

• Action
  Add product

  Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

• Action
  Apply Tag to Contact

  Apply one or more tags to a contact.

• Action
  Create Company

  Create a new company.

• Action
  Create Contact

  Create a new Keap contact.

• Action
  Create Contact Custom Field

  Create a new custom field on the contact model.

• Action
  Create Note

  Create a note attached to a contact.

• Action
  Create Opportunity

  Create a sales opportunity.

• Action
  Create Tag

  Create a new tag, optionally in a category.

• Action
  Create Task

  Create a task, optionally linked to a contact.

• Action
  Delete Contact

  Delete a Keap contact by ID.

• Action
  Delete note

  Deletes a note from a Keap contact's record.

• Action
  Delete task

  Deletes a task in Keap by its ID.

• Action
  Get company

  Returns a single Keap company by its ID, including address, contact details and custom fields.

• Action
  Get Contact

  Retrieve a Keap contact by ID.

• Action
  Get Contact Tags

  List tags applied to a contact.

• Action
  Get note

  Returns a single note on a Keap contact, including its title, text, type and assigned user.

• Action
  Get opportunity

  Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

• Action
  Get order

  Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

• Action
  Get product

  Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

• Action
  Get task

  Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

• Action
  List campaigns

  Returns the campaigns in your Keap account, optionally filtered by name and sorted.

• Action
  List Companies

  List companies.

• Action
  List Contact Custom Fields

  Retrieve the contact model including custom fields.

• Action
  List Contacts

  List Keap contacts, optionally filtered by email.

• Action
  List notes

  Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

• Action
  List products

  Returns a list of products in your Keap account, optionally filtered by name.

• Action
  List Tags

  List all tags.

• Action
  List users

  Returns the users of the Keap account, optionally filtered by email or name.

• Action
  Remove Tag from Contact

  Remove a tag from a contact.

• Action
  Send email

  Sends an email from a Keap user to one or more contacts.

• Action
  Update company

  Updates an existing company in Keap with the values you provide; fields left blank are not changed.

• Action
  Update Contact

  Update an existing Keap contact by ID.

• Action
  Update note

  Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

• Action
  Update opportunity

  Updates an existing opportunity in Keap, changing only the details you fill in.

• Action
  Update task

  Updates an existing task in Keap, changing only the details you provide.

• 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.