Connect vTiger CRM to Vectara

Both apps 34vTiger CRM 24Vectara 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 corpus

  Creates a corpus (container for documents).

• Action
  Add document

  Adds a document to a Vectara corpus for indexing, either as a structured document (sections the platform chunks automatically) or a core document (explicit document parts).

• Action
  Delete corpus

  Permanently deletes a Vectara corpus and all of its documents and data. The corpus key is released and can be reused.

• Action
  Delete document

  Deletes a document from a corpus.

• Action
  Find documents by criteria

  Returns up to 100 documents in a corpus whose document metadata matches the specified filter expression.

• Action
  Get corpus

  Retrieves the settings and usage of a corpus by its key, without searching its contents.

• Action
  Get document

  Retrieves a document from a Vectara corpus, including its text parts, metadata, tables and images.

• Action
  List corpora

  Lists the corpora in the Vectara account, optionally filtered by name/summary or corpus ID.

• Action
  List documents

  Lists documents in a corpus.

• Action
  Query corpus

  Queries a corpus with full control over retrieval, hybrid search, reranking, and RAG generation.

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