What do you want to automate
with Vtiger CRM and Customer Fields?
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Popular Vtiger CRM and Customer Fields Triggers#
Trigger when a new customer is added to the database. See the documentation
Trigger when a profile of a customer has been updated or changed. See the documentation
Popular Vtiger CRM and Customer Fields Actions#
Create a new customer with detailed attributes using the provided data. See the documentation
Update an existing customer's information with new provided data. See the documentation
Overview of Vtiger CRM#
The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.
Connect Vtiger CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
vtiger_crm: {
type: "app",
app: "vtiger_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.vtiger_crm.$auth.instance}.vtiger.com/restapi/v1/vtiger/default/me`,
auth: {
username: `${this.vtiger_crm.$auth.username}`,
password: `${this.vtiger_crm.$auth.access_key}`,
},
})
},
})
Overview of Customer Fields#
The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.
Connect Customer Fields#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_fields: {
type: "app",
app: "customer_fields",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.customerfields.com/api/v2/shop.json`,
headers: {
Authorization: `Bearer ${this.customer_fields.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})
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