Connect Playbook Creative and vTiger CRM

Both apps 44Playbook Creative 20vTiger CRM 24

• Trigger
  Asset Added

  Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to.

• Trigger
  Asset Updated in Board

  Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed.

• Action
  Create Asset

  Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board.

• Action
  Create Board

  Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board.

• Action
  Create Organization

  Creates a new Playbook organization (workspace) with the given name and returns its id and slug.

• Action
  Delete asset

  Deletes an asset from a Playbook workspace.

• Action
  Delete board

  Deletes a board from a Playbook workspace.

• Action
  Find Asset

  Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more.

• Action
  Find Board

  Returns the boards in a Playbook workspace whose title matches the text you search for.

• Action
  Get asset

  Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs.

• Action
  Get board

  Returns one Playbook board, including its title, description, asset count, published-page state and preview assets.

• Action
  List assets

  Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time.

• Action
  List boards

  Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date.

• Action
  List organizations

  Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits.

• Action
  List users

  Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search.

• Action
  Move Asset

  Moves one or more assets into a different board in a Playbook workspace.

• Action
  Update Asset

  Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it.

• Action
  Update Asset Status

  Sets the status of an asset in a Playbook workspace and returns the updated asset.

• Action
  Update asset tags

  Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset.

• Action
  Update board

  Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board.

• 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.