Vtiger CRM
Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View
Integrate the Vtiger CRM API with the Slack API
Setup the Vtiger CRM API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Vtiger CRM and Slack remarkably fast. Free for developers.
Popular Ways to Connect Vtiger CRM with Slack#
Popular Vtiger CRM and Slack Triggers#
Emit new event when a new message is posted to one or more channels
Emit new event when a message was posted in a direct message channel
Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.
Popular Vtiger CRM and Slack Actions#
Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Send a direct message to a single user. See postMessage or scheduleMessage docs here
Configure custom blocks and send to a channel, group, or user. See Slack's docs for more info.
Send a message as a threaded reply. See postMessage or scheduleMessage docs here
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 Slack#
The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.
The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.
- Automate posting updates to your team channels
- Create a bot to answer common questions
- Integrate with your existing tools and services
- And much more!
Connect Slack#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
slack: {
type: "app",
app: "slack",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://slack.com/api/users.profile.get`,
headers: {
Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
},
})
},
})
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