Connect Text Request and vTiger CRM

Both apps 49Text Request 25vTiger CRM 24

• Trigger
  New Contact

  Triggers when a new contact is added to a dashboard.

• Trigger
  New Message

  Triggers when a text message is sent or received on a dashboard.

• Action
  Add custom field

  Creates a new custom field on a Text Request dashboard, which can then be set on contacts.

• Action
  Add group message

  Sends a group text message to selected groups and/or phone numbers from a dashboard, immediately, at a scheduled time, or on a recurring schedule.

• Action
  Add keyword

  Creates a new keyword on a Text Request dashboard, with an optional automatic reply sent when a contact texts it.

• Action
  Add payment

  Sends a payment request text to a contact for the given amount and returns the new payment.

• Action
  Add user

  Creates a new user in your Text Request account with the given name, email and password, optionally granting administrator rights or dashboard permissions.

• Action
  Create Group

  Creates a contact group on a dashboard.

• Action
  Create Tag

  Creates a contact tag on a dashboard.

• Action
  Delete Contact

  Deletes a contact from a dashboard by their phone number.

• Action
  Delete group

  Deletes a group from a dashboard. Contacts in the group are kept.

• Action
  Delete tag

  Deletes a contact tag from a Text Request dashboard. Contacts that carried the tag are not deleted.

• Action
  Find Contacts

  Finds contacts on a dashboard by name, phone number, tag or group.

• Action
  Get Contact

  Returns one contact on a dashboard by their phone number, including name, tags, groups, custom fields and message counts.

• Action
  Get dashboard

  Returns a dashboard (texting line) with its name, phone number and time zone.

• Action
  List custom fields

  Returns all custom fields defined for a Text Request dashboard (texting line), with each field's id and name.

• Action
  List Dashboards

  Returns every dashboard (texting phone line) in your Text Request account, with its ID, name and phone number.

• Action
  List Groups

  Returns all contact groups on a dashboard.

• Action
  List keywords

  Returns all keywords on a Text Request dashboard, with their auto-response, linked group and subscriber count.

• Action
  List messages

  Returns the text messages sent and received on a Text Request dashboard, optionally filtered by date range.

• Action
  List scheduled messages

  Returns the pending scheduled one-to-one messages for a dashboard, optionally filtered by send time or to recurring messages only.

• Action
  List tags

  Returns all contact tags defined on a Text Request dashboard, with each tag's name and color.

• Action
  List users

  Returns the users in your Text Request account, optionally filtered by email or external user ID.

• Action
  Send Message

  Sends a text message from a dashboard to a contact's phone number, now or at a scheduled time.

• Action
  Update group

  Renames a group on a Text Request dashboard and updates its notes.

• 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.