Connect vTiger CRM and Yay! Forms

Both apps 37vTiger CRM 24Yay! Forms 13

• 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.

• Trigger
  New Response

  Triggers when a new response is submitted.

• Action
  Create Field

  Adds a new question field to a Yay! Forms form and returns the created field.

• Action
  Create Form

  Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.

• Action
  Delete Field

  Deletes one question field from a Yay! Forms form.

• Action
  Delete Form

  Deletes a Yay! Forms form along with its fields and responses.

• Action
  Get Form

  Returns one Yay! Forms form with its settings, theme, status and response counts.

• Action
  Get Form Stats

  Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.

• Action
  List Fields

  Returns every question field on a Yay! Forms form, in the order they appear.

• Action
  List Forms

  Returns the forms in a Yay! Forms workspace, one page at a time.

• Action
  List Responses

  Returns the responses submitted to a Yay! Forms form, one page at a time.

• Action
  List Workspaces

  Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.

• Action
  Update Field

  Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.

• Action
  Update Form

  Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

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