Find your instance URL
Your instance URL identifies your organization’s Vtiger CRM environment.
- Check your browser address bar when signed in to Vtiger.
- Format:
{instance}.od{X}.vtiger.com(where{X}is your server number) - Example: if your URL is
https://stackone.od2.vtiger.com/index.php, your instance URL isstackone.od2.vtiger.com
Find your email address
Use the email address you use to sign in to your Vtiger CRM account.
Find your access key
The access key authenticates API requests to your Vtiger instance.
1
Sign in to Vtiger
Sign in to your Vtiger account.
- Click on your profile icon in the top-right corner.
- Select My Preferences from the dropdown menu.
2
Copy the access key
On the My Preferences page, look under the User information section.
- Locate the Access Key field.
- To reset your access key, click Change Access Key from the edit/more menu on the My Preferences page.
- Copy the value and store it securely for use later.
Link the Account
1
Connect
- Click Connect.
- If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
- Once authorization is successful, you will see a confirmation popup.
2
Use Actions
Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.
Next Steps
Webhooks setup
Configure receiving Events for Vtiger into StackOne.