What do you want to automate
with Vtiger CRM and Docnify?
Prompt, edit and deploy AI agents that connect to Vtiger CRM, Docnify and 2,500+ other apps in seconds.
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Popular Ways to Connect Vtiger CRM with Docnify#
Popular Vtiger CRM and Docnify Triggers#
Popular Vtiger CRM and Docnify Actions#
Add Recipient To Document with the Docnify API
Add a recipient to an existing Docnify document. [See the documentation](See the documentation)
Create Document From Template with the Docnify API
Create a new document in Docnify from a pre-existing template. See the documentation
Integrate the Vtiger CRM API with the Docnify API
Setup the Vtiger CRM API trigger to run a workflow which integrates with the Docnify API. Pipedream's integration platform allows you to integrate Vtiger CRM and Docnify remarkably fast. Free for developers.
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#
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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}`,
},
})
},
})
Connect Docnify#
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import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docnify: {
type: "app",
app: "docnify",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.docnify.$auth.url}/api/v1/documents`,
headers: {
"Authorization": `${this.docnify.$auth.api_token}`,
},
params: {
page: `1`,
perPage: `1`,
},
})
},
})
Start for free — no credit card required
Watch a demo
Trusted by 1,000,000+ developers from startups to Fortune 500 companies