Connect Saasu and vTiger CRM

Both apps 46Saasu 22vTiger CRM 24

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

• 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.