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Vtiger
Vtiger
56 actions · 1 auth method
PreviewCRM

Authentication

API Key

Uses email and access key for basic authentication. Access key can be found under My Preferences in the Vtiger CRM UI.Guides: Connector Profile, Link Account
Actions
56 actions
Action
Description
Get Current User
Retrieve the authenticated user’s profile and session details from Vtiger CRM
List Users
Query all CRM user records with pagination support using SQL-like syntax
List Contacts
Query contact records from Vtiger CRM with pagination support
Get Contact
Retrieve a single contact record by its composite ID from Vtiger CRM
Create Contact
Create a new contact record in Vtiger CRM with personal and address details
Update Contact
Partially update a contact record using the /revise endpoint, sending only changed fields
Delete Contact
Permanently delete a contact record from Vtiger CRM by its composite ID
Search Contacts
Search for contacts by email address or phone number using the /lookup endpoint
List Accounts
Query account (organization) records from Vtiger CRM with pagination support
Get Account
Retrieve a single account/organization record by its composite ID from Vtiger CRM
Create Account
Create a new account/organization record in Vtiger CRM with billing and company details
Update Account
Partially update an account record using the /revise endpoint, sending only changed fields
Delete Account
Permanently delete an account/organization record from Vtiger CRM by its composite ID
Get Account Hierarchy
Retrieve the parent-child organizational hierarchy for an account in Vtiger CRM
Search Accounts
Search for accounts by email address or phone number using the /lookup endpoint
List Deals
Query deal (Potentials) records from Vtiger CRM with pagination support
Get Deal
Retrieve a single deal/opportunity record by its composite ID from Vtiger CRM
Create Deal
Create a new deal/opportunity record in Vtiger CRM linked to an account
Update Deal
Partially update a deal record using the /revise endpoint, sending only changed fields
Delete Deal
Permanently delete a deal/opportunity record from Vtiger CRM by its composite ID
List Leads
Query lead records from Vtiger CRM with pagination support
Get Lead
Retrieve a single lead record by its composite ID from Vtiger CRM
Create Lead
Create a new lead record in Vtiger CRM with contact and company details
Update Lead
Partially update a lead record using the /revise endpoint, sending only changed fields
Delete Lead
Permanently delete a lead record from Vtiger CRM by its composite ID
Convert Lead
Convert a qualified lead into a contact and account, optionally creating a deal simultaneously
Search Leads
Search for leads by email address or phone number using the /lookup endpoint
List Tasks
Query task and activity records from the Vtiger CRM Calendar module with pagination support
Get Task
Retrieve a single task/activity record by its composite ID from the Vtiger CRM Calendar module
Create Task
Create a new task, meeting, or call activity in the Vtiger CRM Calendar module
Update Task
Partially update a task/activity record using the /revise endpoint, sending only changed fields
Delete Task
Permanently delete a task/activity record from the Vtiger CRM Calendar module by its composite ID
List Products
Query product catalog records from Vtiger CRM with pagination support
Get Product
Retrieve a single product record by its composite ID from Vtiger CRM
Create Product
Create a new product record in the Vtiger CRM product catalog
Update Product
Partially update a product record using the /revise endpoint, sending only changed fields
Delete Product
Permanently delete a product record from the Vtiger CRM catalog by its composite ID
List Documents
Query document and note records from Vtiger CRM with pagination support
Get Document
Retrieve a single document/note record by its composite ID from Vtiger CRM
Create Document
Create a new document or note record in Vtiger CRM
Update Document
Partially update a document/note record using the /revise endpoint, sending only changed fields
Delete Document
Permanently delete a document/note record from Vtiger CRM by its composite ID
List Modules
List all accessible CRM modules (entity types) available to the authenticated user
Describe Module
Retrieve the schema, field definitions, and metadata for a specific Vtiger CRM module
Sync Records
Retrieve records modified since a Unix timestamp for incremental data synchronization
Get Related Types
Discover which modules have relationship definitions with a given module in Vtiger CRM
Add Related Record
Create a relationship link between two existing records in Vtiger CRM
Get Related Records
Retrieve all records of a specific module type that are related to a given source record
Query Related Records
Query related records with SQL-like filter criteria, scoped to a source record’s relationships
Delete Related Record
Remove a relationship link between two records without deleting either record
Reopen Record
Reopen a previously closed or completed record in Vtiger CRM
Retrieve File
Download the binary content of a file attachment from Vtiger CRM by its resource ID
Get Picklist Dependency
Retrieve the value dependency mapping between two linked picklist fields in a module
Add Tags
Add one or more classification tags to a record in Vtiger CRM
Get Tags
Retrieve all tags currently assigned to a specific record in Vtiger CRM
Delete Tags
Remove specific tags from a record, optionally removing them from all records in Vtiger CRM

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
https://stackone-logos.com/api/vtiger/filled/png

Connector Profile

Vtiger - API Key
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/vtiger/filled/png

Link Account

Vtiger - API Key
4

Use Actions

Invoke actions using one of the methods below: