Connect vTiger CRM to Synchroteam

Both apps 36vTiger CRM 24Synchroteam 12

• 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
  Create Customer

  Create a new customer

• Action
  Create Equipment

  Create a new equipment

• Action
  Create Job

  Creates a new Job

• Action
  Create Site

  Creates a new site

• Action
  Delete Customer

  Deletes a Synchroteam customer identified by its id, your own reference id, or its name. A deleted customer can be restored in Synchroteam.

• Action
  Delete Equipment

  Deletes a piece of equipment in Synchroteam, identified by its Synchroteam id or your own My ID.

• Action
  Delete Job

  Deletes a job in Synchroteam, identified by its Synchroteam id, job number, or your own reference id.

• Action
  Delete Site

  Deletes a Synchroteam site by its id, your own reference id (myId), or its name.

• Action
  Get or Create Customer

  Finds a Synchroteam customer by exact name (optionally also by your reference id and contact email) and returns it; creates the customer when none matches.

• Action
  Get or Create Job

  Looks up a job by your own reference id (My ID) and returns it; if none exists, creates a new job with that reference.

• Action
  Get or Create Site

  Get or Create a Site

• Action
  List Customers

  Returns all customers, optionally filtered by name, email, active status or last-modified date.

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