Content Snare + Vtiger CRM

Create clients in Content Snare from new contacts in Vtiger CRM

Effortlessly keep your client information up to date with this Vtiger CRM and Content Snare workflow. Whenever a new contact is added in Vtiger CRM, this automation will create a client in Content Snare, ensuring your client data stays current and accurate without any manual intervention. Streamline your processes and focus more on providing top-notch services to your clients.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
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New Case
Triggers when a new Case is created.
Trigger
Scheduled
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New Event
Triggers when a new event is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
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New Service
Triggers when a new Service is created.
Trigger
Scheduled
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New Todo
Triggers when a new todo is created.
Trigger
Scheduled
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Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write
All Fields Completed
Triggers when all fields are completed.
Trigger
Instant
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Client Updated
Triggers when the client is updated.
Trigger
Instant
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Field Completed
Triggers when the field is completed.
Trigger
Instant
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Request Completed
Triggers when the request is completed.
Trigger
Instant
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Request Published
Triggers when the request is published.
Trigger
Instant
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- NameRequired
- Folder
- Request TemplateRequired
- EmailRequired
- Phone
- Full Name
- Company Name
- Due
- StatusRequired
- Reminder Schedule
- Request owner
- Comments Enabled
- Share Via Link Enabled
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
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New Product
Triggers when a new Product is created.
Trigger
Scheduled
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New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
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Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
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Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write
Client Created
Triggers when the client is created.
Trigger
Instant
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Field Approved
Triggers when the field is approved.
Trigger
Instant
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Field Rejected
Triggers when the field is rejected.
Trigger
Instant
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Request Created
Triggers when the request is created.
Trigger
Instant
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- Company Name
- Full NameRequired
- EmailRequired
- Phone
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Content Snare

Content Snare is a tool that helps collect content and files from clients on time without email

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

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Content Snare + Vtiger CRM

Create clients in Content Snare from new contacts in Vtiger CRM

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

All Fields Completed

Client Updated

Field Completed

Request Completed

Request Published

Create Request

Folder

Request TemplateRequired

EmailRequired

Phone

Full Name

Company Name

Due

StatusRequired

Reminder Schedule

Request owner

Comments Enabled

Share Via Link Enabled

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

Client Created

Field Approved

Field Rejected

Request Created

Create Client

Company Name

Full NameRequired

EmailRequired

Phone

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

About Content Snare

Related categories

Similar apps

Zapier Interfaces

About Vtiger CRM

Related categories

Similar apps

Capsule CRM

Zoho CRM

Zendesk Sell