Connect Redbooth and vTiger CRM

Both apps 48Redbooth 24vTiger CRM 24

• Trigger
  New comment

  Triggered when a new comment is added to a task or conversation.

• Trigger
  New List

  Fires once for each new task list the connected user can access, newest first.

• Trigger
  New project

  Triggered when a new project is created

• Trigger
  New Task

  Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.

• Trigger
  New Workspace

  Triggered when a new workspace (organization) is created.

• Action
  Add conversation

  Create a new conversation.

• Action
  Add note

  Creates a new note in a Redbooth project.

• Action
  Add project

  Creates a new project in a Redbooth organization.

• Action
  Add tag

  Create a new tag.

• Action
  Create Comment

  Creates a new comment.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Task

  Creates a new task.

• Action
  Create Task List

  Creates a new task list.

• Action
  Create Workspace

  Creates a new Redbooth workspace (organization).

• Action
  Delete task

  Deletes a Redbooth task by its id.

• Action
  Find projects by criteria

  Returns up to 1000 projects that match the specified organization, member user and archived criteria.

• Action
  Find Record

  Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.

• Action
  Find Task

  Returns tasks whose text matches the search, optionally limited to one project.

• Action
  Get Note

  Returns one note with its title, content and project.

• Action
  Get Tag

  Returns one tag with its name, color and organization.

• Action
  Get task

  Retrieve a single Redbooth task by its id.

• Action
  Get Task List

  Returns one task list with its name, project and archived state.

• Action
  Update project

  Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.

• Action
  Update task

  Updates an existing task by ID

• 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.