Connect vTiger CRM to Carbone.io

Both apps 34vTiger CRM 24Carbone.io 10

• 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.

• Action
  Convert HTML to PDF

  Converts an HTML document to PDF using the Chromium rendering engine for high-fidelity output.

• Action
  Convert Office to PDF

  Converts an Office document (DOCX, XLSX, PPTX, ODT, ODS, ODP, ODG) to PDF.

• Action
  Delete a Template

  Deletes a template from your Carbone storage.

• Action
  Download a Document

  Downloads a generated document using a Render ID. Documents are single-use and available for 1 hour.

• Action
  Download a Template

  Downloads a template file from your Carbone storage.

• Action
  Generate a Document

  Generates a document by merging a Carbone template with your data. The data must be provided as a JSON object.

• Action
  Get Status

  Returns the current Carbone Cloud API status and version.

• Action
  List Templates

  Lists templates in the Carbone account with their metadata (id, versionId, name, comment, category, tags, deployedAt, expireAt), optionally filtered by template id, category or search text.

• Action
  Update a Template

  Updates the metadata of an existing template (name, comment, category, tags, deployed version, expiry).

• Action
  Upload a Template

  Uploads a new template file to Carbone storage.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.