Connect Timely Time Tracking and vTiger CRM

Both apps 51Timely Time Tracking 27vTiger CRM 24

• Trigger
  New Client

  Triggered when a new client is created

• Trigger
  New or Updated Person

  Triggered when a person is created or updated in Timely

• Trigger
  New or Updated Project

  Triggers when a project is created or updated.

• Trigger
  New or Updated Time Entry

  Triggers when time entries are created or updated.

• Trigger
  New Project

  Triggered when a new project is created

• Trigger
  New Time Entry

  Triggered when a new time entry is created

• Trigger
  New Workspace

  Triggers when a workspace is created.

• Trigger
  Project Updated (Only Admin Users)

  Triggers when any project is updated in Timely. Fires for ALL project changes (name, budget, rate, archive, labels, users, etc. Can only be used by Timely Admin users. WARNING: avoid chaining this trigger to actions that write back to the same project (e. g. via "Update Project Name") in the source system without a guard — that can create an infinite update loop.

• Action
  Add tag

  Create a tag.

• Action
  Create Client

  Creates a Client

• Action
  Create Person

  Creates a new person in the workspace.

• Action
  Create Project

  Creates a project.

• Action
  Create Task

  Creates a task.

• Action
  Delete project

  Delete a project.

• Action
  Delete time entry

  Delete a time entry.

• Action
  Find Client

  Returns the clients in a Timely workspace whose name matches the given text.

• Action
  Find Project

  Returns the projects whose name contains the specified text.

• Action
  Find Tag List and Tag

  Finds a tag list and a specific tag if specified.

• Action
  Find time entries by criteria

  Search time entries by date range, user, project.

• Action
  Find User

  Finds a User

• Action
  Get Task

  Retrieves a single task (forecast) by its id.

• Action
  Log Time Entry

  Logs a new time entry against a project.

• Action
  Start timer

  Start the timer on a time entry.

• Action
  Stop timer

  Stop the running timer on a time entry.

• Action
  Update client

  Update a client.

• Action
  Update Project Name

  Updates only the name of an existing project. Look up the project by Timely Project ID or by External ID (recommended when the source-of-truth system stores the Timely external_id, e.g. NetSuite).

• Action
  Update time entry

  Update a logged time entry.

• 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.