Connect vTiger CRM to Valyu

Both apps 34vTiger CRM 24Valyu 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
  Add deep research task

  Create a new asynchronous DeepResearch task.

• Action
  Delete deep research task

  Permanently deletes a DeepResearch task and its associated data (output, sources, PDF, images). Running or queued tasks must be cancelled first.

• Action
  Find content by query

  Returns up to 20 results (web pages, papers, news, proprietary datasets) that match the specified search query, with extracted content.

• Action
  Find datasources by criteria

  Finds Valyu datasources matching a natural-language description, ranked best-first by relevance.

• Action
  Generate answer

  Answers a question with an AI-written, cited response grounded in real-time search across web, academic, financial and proprietary sources.

• Action
  Get deep research task

  Retrieve the current status, progress and results of a Valyu DeepResearch task.

• Action
  List datasource categories

  Lists all Valyu datasource categories (such as research, healthcare, markets), which can be used to filter the datasources list.

• Action
  List datasources

  Lists the data sources available through Valyu's search API, optionally filtered by category.

• Action
  List deep research tasks

  Lists the DeepResearch tasks created with the connected API key, with each task's id, query, status, creation time and public flag.

• Action
  Update deep research task

  Adds a follow-up instruction to a running DeepResearch task to steer its research. Only accepted before the writing phase begins.

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