Vtiger CRM + Quipu Integration

Connect Vtiger CRM to Quipu - Automate your workflows in 1-click

Make use of Vtiger CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Quipu automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Skip the manual back and forth! Easily automate the flow of data between Vtiger CRM & Quipu using Integrately.
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Vtiger CRM + Quipu Integration

Create Quipu contact from new Vtiger CRM account

If you have created a account in Vtiger CRM, it's important to create a contact in Quipu. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Vtiger CRM + Quipu Integration

Create Quipu contact for new Vtiger CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Vtiger CRM, this automation will automatically create a contact in Quipu.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Vtiger CRM and Quipu!
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Vtiger CRM + Quipu Integration
1.
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM

    Triggers the automation when a contact is created or updated

  • Vtiger CRM
    To Do is created/updated in Vtiger CRM

    Triggers the automation when a To Do is created or updated

  • Vtiger CRM
    Account is created/updated in Vtiger CRM

    Triggers the automation when an account is created or updated

  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM

    Triggers the automation when a ticket is created or modified

  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM

    Triggers the automation when any opportunity is created or updated

  • Vtiger CRM
    Case is created/updated in Vtiger CRM

    Triggers the automation when any account is created or updated

  • Vtiger CRM
    Service is created/updated in Vtiger CRM

    Triggers the automation when a service is created or updated

  • Vtiger CRM
    Event is created/updated in Vtiger CRM

    Triggers the automation when any event is created or updated

  • Vtiger CRM
    Product is created/updated in Vtiger CRM

    Triggers the automation when a product is created or updated

  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM

    Triggers the automation when any invoice is added or modified

  • Vtiger CRM
    Quote is created/updated in Vtiger CRM

    Triggers the automation when a quote is created or updated

  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM

    Triggers the automation when a new sales order is created or updated

  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger CRM

    Triggers the automation when a purchase order is created or updated

2.
  • Vtiger CRM
    Update account in Vtiger CRM

    Updates an existing account

  • Vtiger CRM
    Search account in Vtiger CRM

    Searches for an account

  • Vtiger CRM
    Update opportunity in Vtiger CRM

    Updates an existing opportunity

  • Vtiger CRM
    Search opportunity in Vtiger CRM

    Searches for an opportunity

  • Vtiger CRM
    Update contact in Vtiger CRM

    Updates an existing contact

  • Vtiger CRM
    Create contact in Vtiger CRM

    Adds a new contact to the database

  • Vtiger CRM
    Search contact by phone in Vtiger CRM

    Finds information about a contact using the phone number

  • Vtiger CRM
    Create todo in Vtiger CRM

    Creates a new to-do item

  • Vtiger CRM
    Create account in Vtiger CRM

    Generates a new account

  • Vtiger CRM
    Create product in Vtiger CRM

    Generates and launch new products

  • Vtiger CRM
    Create opportunity in Vtiger CRM

    Creates a new instance of the support system

  • Vtiger CRM
    Search contact by email in Vtiger CRM

    Finds and retrieves contact information using their email address

  • Vtiger CRM
    Create case in Vtiger CRM

    Generates a new case entry

  • Vtiger CRM
    Create service in Vtiger CRM

    Creates a new service entry

  • Vtiger CRM
    Create module record in Vtiger CRM

    Creates a new record in a module

  • Vtiger CRM
    Create event in Vtiger CRM

    Adds a new contact to the contact list

  • Vtiger CRM
    Create ticket in Vtiger CRM

    Generates a new ticket

  • Quipu
    Create a invoice in Quipu

    Generates a new invoice

  • Quipu
    Create a contact in Quipu

    Adds a new contact to the contact list

  • Quipu
    Create a ticket in Quipu

    Generates a new ticket

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