Vtiger CRM + Tookan Integration

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Vtiger CRM + Tookan 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

  • Tookan
    Create pick up and delivery task in Tookan

    Creates a new pick up and delivery task

  • Tookan
    Create pick up task in Tookan

    Creates a new pick up task

  • Tookan
    Create appointment task in Tookan

    Creates a new appointment task

  • Tookan
    Create delivery task in Tookan

    Creates a new delivery task

  • Tookan
    Create field workforce task in Tookan

    Creates a new task for the field workforce

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