Connect vTiger CRM to TeamUp

Both apps 48vTiger CRM 24TeamUp 24

• 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
  Add event

  Creates a new class (event) on the TeamUp calendar at a venue, with its instructors, offering type and times.

• Action
  Add instructor

  Creates a new instructor (staff member) in your TeamUp business with a name, email, description and staff permissions.

• Action
  Add interaction

  Logs a CRM interaction (call, email, meeting or contact) against a customer.

• Action
  Add membership

  Creates a new membership offering (a pack, prepaid plan or recurring plan) that customers can buy.

• Action
  Add venue

  Creates a venue (a physical location or an online venue) in your TeamUp business.

• Action
  Cancel customer membership

  Cancels a customer's membership, optionally setting an explicit expiration date. Returns the updated customer membership.

• Action
  Create Customer Membership

  Gives a TeamUp customer one of the business's membership plans, optionally from a chosen start date.

• Action
  Get Customer

  Returns one TeamUp customer by ID, including name, email and status.

• Action
  Get Customer Membership

  Returns one customer membership by ID, including its plan, dates and status.

• Action
  Get Event

  Returns one TeamUp class or appointment by ID, including its times, venue and occupancy.

• Action
  Get invoice

  Returns a single invoice, including its status, due date, amount due, payer and receipt link.

• Action
  List Attendances

  Returns up to 100 class and appointment registrations per page, optionally for one customer or one event.

• Action
  List Customer Memberships

  Returns up to 100 customer memberships per page, optionally only those held by one customer.

• Action
  List Customers

  Returns up to 100 TeamUp customers per page, optionally filtered by a name or email search.

• Action
  List Events

  Returns up to 100 TeamUp classes and appointments per page, optionally within a start-time window.

• Action
  List instructors

  Returns the business's instructors, optionally filtered by name, offering type or event.

• Action
  List invoices

  Returns the invoices in your TeamUp business, optionally filtered by status, customer membership or store order.

• Action
  List Memberships

  Returns up to 100 of the membership plans the business offers per page.

• Action
  List Venues

  Returns up to 100 of the business's venues per page.

• Action
  Mark attendee no-show

  Marks a customer's attendance at an event (class or appointment) as a no-show and returns the updated attendance.

• Action
  Register customer for event

  Registers a customer for an event (class or appointment) and returns the new attendance.

• Action
  Unregister customer from event

  Removes a customer from an event (class or appointment) in TeamUp, optionally as a late cancellation.

• Action
  Update customer

  Updates an existing customer's name, lead source, participation or visibility.

• Action
  Update event

  Updates an existing class or event in TeamUp — its name, times, venue, instructors, capacity, description and more. Only the fields you fill in are changed.

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