Vtiger CRM + Ora Integration

Integrate Ora to Vtiger CRM in one click, or tell Integrately AI how you want each task handled. Create contacts, update opportunities, alert your team, and track every customer journey automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
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2.
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora

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Ready Workflows Ready Workflows for Ora + Vtiger CRM Integration

Capture tasks, update contacts, track opportunities, alert your team, and send follow-ups, all in just one click.

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Connect more apps to your Ora + Vtiger CRM flow

Streamline task management and sales operations by connecting additional tools to your workflow. Pick a combination and activate it in one click.

Vtiger CRM
Ora
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
GmailGmail (3)
+
HubSpotHubSpot (3)
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TrelloTrello (3)
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ZoomZoom (3)
O
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Add every new Ora task as a contact in Vtiger CRM, and notify your sales channel in Slack
New Ora tasks appear in Vtiger CRM as contacts instantly while your sales channel gets notified in Slack, eliminating manual data entry.
O
V
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When an assignee is added to an Ora task, update the matching Vtiger CRM contact and post an alert in Slack
Assign team members in Ora and automatically update your Vtiger CRM contacts while notifying your team in Slack.
O
V
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When a comment is added to an Ora task, update the Vtiger CRM opportunity and notify your team in Slack
Capture project feedback instantly by syncing Ora comments to Vtiger CRM opportunities and alerting your team in Slack.
O
V
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If an Ora task label is urgent, create a priority Vtiger CRM ticket and alert your support channel in Slack
Route urgent Ora tasks directly into Vtiger CRM as priority support tickets and notify your support channel in Slack.

Supported triggers and actions for Vtiger CRM and Ora

Mix and match to build the exact automation you need

Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Update contact in Vtiger CRM
Updates an existing contact
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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Ora
Ora Triggers & Actions
Task is created in Ora
Triggers the automation when a new task is created
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Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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Comment is added to task in Ora
Triggers the automation when a comment is added to a task
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Label is added to task in Ora
Triggers the automation when any task is labelled
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Create card in Ora
Generates a new card for a task
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Add member to card in Ora
Assigns a team member to a task card
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Create comment in Ora
Generates a new comment
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Create list in Ora
Generates a new list
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What can you automate with Ora + Vtiger CRM?

Eliminate manual data entry by connecting Ora task events directly to Vtiger CRM records and workflows.

What you can automate?
🔄
Sync Ora tasks directly into Vtiger CRM contacts
Create a new Vtiger CRM contact automatically whenever a new task is created in Ora. Keep your customer database updated without manual copy-pasting.
📋
Capture every submitted task field accurately
Map all task details, labels, and assignees from Ora into corresponding Vtiger CRM contact and opportunity fields without missing critical context.
🔔
Alert your team the moment tasks are created
Notify your sales and support channels instantly when new Ora tasks trigger Vtiger CRM updates so nobody misses important client activity.
🔀
Route records based on task labels and priorities
Apply conditional logic to send urgent Ora tasks to high-priority Vtiger CRM queues while standard tasks route to regular pipelines.
⏱️
Keep Vtiger CRM records updated as tasks change
Automatically update Vtiger CRM opportunities and accounts whenever task assignees or comments change in Ora.
🔍
Add or update records instead of creating duplicates
Search existing Vtiger CRM contacts before creating new ones, updating current records when matching emails or phone numbers exist.
🏷️
Handle later status changes and project milestones
Update Vtiger CRM tickets and opportunities automatically when Ora tasks reach completion or marked stages.
🌐
Extend your workflow to team communication tools
Trigger multi-step automations that update Ora, log data in Vtiger CRM, and send instant notifications in Slack.
And much more...

Who is Ora + Vtiger CRM integration for?

Project managers, sales executives, and support teams depend on seamless synchronization between Ora task boards and Vtiger CRM customer records.

Sales Operations Leaders
Sales Operations Leaders
Support Managers
Support Managers
Project Managers
Project Managers
Customer Success Teams
Customer Success Teams
Account Executives
Account Executives
Operations Directors
Operations Directors
📈
Sales Operations Leaders
You're overseeing pipeline velocity across departments, but your Vtiger CRM contacts and Ora tasks get out of sync because reps log updates manually, so the conversion reports you review are always outdated — with this integration, every new task instantly updates your CRM records and your data stays current.
Support Managers
You need to act fast on critical client issues, but support tickets in Vtiger CRM fail to trigger timely project tasks in Ora, so urgent fixes are discovered too late — automating both apps means every ticket immediately spawns a trackable task and your response times improve.
📊
Project Managers
You answer to clients who want to see real-time progress on deliverables, but updating Vtiger CRM accounts while managing tasks in Ora takes hours of manual transposition, so status reviews are always painful — connecting these apps means every project milestone reflects instantly in your client records.
🚀
Customer Success Teams
The volume of daily client interactions is too high for anyone to keep up with by hand, leading to missed follow-ups between Ora task boards and Vtiger CRM customer profiles — automating both apps means every engagement is logged and tracked without manual effort.
🤝
Account Executives
You own the sales-to-onboarding handoff and depend on project managers to initiate tasks in Ora once a Vtiger CRM deal closes, but communication delays stall the process — this integration means closed deals instantly trigger project task creation and handoffs happen seamlessly.
🛡️
Operations Directors
You need a reliable audit history across all customer workflows, but manual data entry between Ora and Vtiger CRM leaves glaring gaps in your activity logs — automating both apps means every task update and customer touchpoint is captured accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Vtiger CRM + Ora

Build and manage your Vtiger CRM + Ora automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Vtiger CRM + Ora with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Ora to Vtiger CRM?
Frequently Asked Questions
You can connect Ora to Vtiger CRM in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration for your team.
How can I automatically create Vtiger CRM contacts from Ora tasks?
Frequently Asked Questions
Can I connect Ora, Vtiger CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ora and Vtiger CRM?
Frequently Asked Questions
How do task triggers work when integrating Ora with Vtiger CRM?
Frequently Asked Questions
Can I update Vtiger CRM opportunities when Ora tasks are updated?
Frequently Asked Questions
Do I need coding skills to set up the Ora and Vtiger CRM integration?
Frequently Asked Questions
Is the Ora and Vtiger CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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