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AccountingSuite + Vtiger CRM Integrations

How to connect AccountingSuite + Vtiger CRM

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Supported triggers and actions

What does this mean?
  • AccountingSuite triggers, actions, and search
    Create Cash Receipt
    Creates a new cash receipt.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Account
    Creates a new Account in your Chart of Accounts.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Address/Contact
    Creates a new Address/Contact in AccountingSuite.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Bills
    Creates a new bill.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Company
    Creates a new company.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Location
    Creates a Warehouse Location in AccountingSuite.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Product
    Creates a new product.
    Action
    Write
  • AccountingSuite triggers, actions, and search
    Create Project / Jobs
    Create a new project.
    Action
    Write
  • AccountingSuite

    Creates a new service item.

    Scheduled

    Action

  • AccountingSuite

    Creates a purchase order.

    Scheduled

    Action

  • AccountingSuite

    Creates a new Sales Invoice.

    Scheduled

    Action

  • AccountingSuite

    Creates a new Sales Order.

    Scheduled

    Action

  • AccountingSuite

    Creates a new Sales Person in AccountingSuite.

    Scheduled

    Action

  • AccountingSuite

    Create time tracking for a service or task.

    Scheduled

    Action

  • Vtiger CRM

    Triggers when a new contact is created or existing lead is updated.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new lead is created or existing lead is updated.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Case is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new event is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Invoice is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Lead is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Opportunity is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Organization is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Product is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Service is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new Ticket is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new todo is created.

    Scheduled

    Trigger

  • Vtiger CRM

    Triggers when a new opportunity is created or existing opportunity is updated.

    Scheduled

    Trigger

  • Vtiger CRM

    Creates a new Case.

    Scheduled

    Action

  • Vtiger CRM

    Creates or updates contact.

    Scheduled

    Action

  • Vtiger CRM

    Create a new Event in Vtiger.

    Scheduled

    Action

  • Vtiger CRM

    Creates or updates lead.

    Scheduled

    Action

  • Vtiger CRM

    Creates or updates opportunity.

    Scheduled

    Action

  • Vtiger CRM

    Creates a new Organization/Account/Company.

    Scheduled

    Action

  • Vtiger CRM

    Creates a new Product in Vtiger.

    Scheduled

    Action

  • Vtiger CRM

    Creates a new Service item in Vtiger.

    Scheduled

    Action

  • Vtiger CRM

    Creates a new Ticket.

    Scheduled

    Action

  • Vtiger CRM

    Create a new To do in Vtiger.

    Scheduled

    Action

How AccountingSuite + Vtiger CRM Integrations Work

  1. Step 1: Authenticate AccountingSuite and Vtiger CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About AccountingSuite

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.

Related categories

  • Accounting
vtiger logo
vtiger logo
vtiger logo

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons​ and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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