Vtiger integration
CRM software for sales, marketing, and support teams. Use Vtiger from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New or Updated Record - ZoftAgent or workflow decides what happens next
- Then in VtigerCreate Record
- AndUpdate Record
Zoft + Vtiger
What Zoft can do with Vtiger.
- 01Voice agentsA phone agent can use Vtiger actions such as Create Record and Update Record during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Vtiger while it talks to the customer.
- 03WorkflowsStart a workflow when “New or Updated Record” happens in Vtiger, or use Vtiger as any step on the canvas.
- 04AI employeesAn AI employee can find and use Vtiger actions on its own, and ask for your approval before it sends or changes anything important.
Actions 8
Things Zoft can do in Vtiger.
- Get RecordGet a Record by value
- Create RecordCreate a Record
- Delete RecordDelete a Record
- Custom API Call (Deprecated)Performs an arbitrary authorized API call. (Deprecated)
- Query RecordsQuery records by SQL statement.
- Update RecordUpdate a Record
- Search RecordsSearch for a record.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 1
Events in Vtiger that can start a workflow.
- New or Updated RecordTriggers when a new record is introduced or a record is updated.
Setup
Connect Vtiger in three steps.
- 01ConnectChoose Vtiger in Connections and enter the account details Vtiger asks for, such as a store name or token.
- 02Put it to workAdd Vtiger as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Vtiger on Zoft, answered.
What can Zoft do with Vtiger?
Zoft supports 8 actions and 1 trigger for Vtiger. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Vtiger to Zoft?
Choose Vtiger in Connections and enter the account details Vtiger asks for, such as a store name or token.
Can a voice agent or chat agent use Vtiger?
Yes. Once Vtiger is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Vtiger without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.