Databox + Vtiger CRM

Increase Databox counters for new opportunities in Vtiger CRM

You'll want good reporting on your new opportunities. Use this automation to track new opportunities from Vtiger CRM in a Databox counter. Now you can monitor your sales funnel in real time.

When this happens...
New Opportunity
Triggers when a new Opportunity is created.
TriggerPolling
automatically do this!
Increase Counter
Increment a specified metric by 1 every time this action happens.
ActionWrite

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Supported triggers and actions

Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
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New Case
Triggers when a new Case is created.
Trigger
Polling
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New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
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New Service
Triggers when a new Service is created.
Trigger
Polling
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New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It

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
- Metric NameRequired
- Value
- Title
- Date / Timestamp
- Every Row Has Unique Data
Action
Write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
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
- MetricRequired
Action
Write

About Databox

Databox is a modern Business Intelligence software for teams that need answers now. It offers BI without the complicated setup or long or long learning curve.

Learn more

Related categories

Business Intelligence

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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.