ProWorkflow + Vtiger CRM Integrations

How to connect ProWorkflow + Vtiger CRM

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Supported triggers and actions

What does this mean?

Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Trigger
Instant
Complete Project
Triggered when a Project is completed in ProWorkflow.
Trigger
Instant
Completed Task
Triggered when a Task is completed in ProWorkflow.
Trigger
Instant
Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Trigger
Instant
Update Company
Triggered when a Company is edited in ProWorkflow.
Trigger
Instant
Update Contact
Triggered when a Contact is edited in ProWorkflow.
Trigger
Instant
Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Trigger
Instant
Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Trigger
Instant
ProWorkflow
Triggered when a Message is edited in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Project is edited in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Project Request is edited in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a new Quote is added in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Shared Note is edited in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Task is edited in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Time is edited in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Company is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Contact is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a File is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggers when an Invoice is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Message is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Pending Company is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Pending Contact is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Project is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Project Request is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Quote is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggers when a new Shared Note is added to a Project.
Instant
Trigger
ProWorkflow
Triggered when a Task is added to ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Instant
Trigger
ProWorkflow
Triggered when a Project is reactivated in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Task is reactivated in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Timer is started in ProWorkflow.
Instant
Trigger
ProWorkflow
Triggered when a Timer is stopped in ProWorkflow.
Instant
Trigger
ProWorkflow
This action adds a single Bookmark.
Scheduled
Action
ProWorkflow
Adds a Client to a Project.
Scheduled
Action
ProWorkflow
Add a Company to ProWorkflow.
Scheduled
Action
ProWorkflow
Add a Contact to ProWorkflow.
Scheduled
Action
ProWorkflow
Add a Contact who has already been assigned to a Project, to a Task.
Scheduled
Action
ProWorkflow
Adds a Contractor to a Project.
Scheduled
Action
ProWorkflow
Adds an expense to ProWorkflow.
Scheduled
Action
ProWorkflow
Add a File to ProWorkflow.
Scheduled
Action
ProWorkflow
Add a General Task in ProWorkflow.
Scheduled
Action
ProWorkflow
Add an Invoice Line Item in ProWorkflow.
Scheduled
Action
ProWorkflow
Add an Invoice in ProWorkflow.
Scheduled
Action
ProWorkflow
This adds a single message. A new discussion can be started by using the Project Id or Task Id field, a reply can be added by using the Original Message Id field. One of these is required.
Scheduled
Action
ProWorkflow
Add a Project to ProWorkflow.
Scheduled
Action
ProWorkflow
Add a Project Request to ProWorkflow.
Scheduled
Action
ProWorkflow
Add a Quote Line Item in ProWorkflow.
Scheduled
Action
ProWorkflow
Add a Quote in ProWorkflow.
Scheduled
Action
ProWorkflow
Adds a Shared note to a Project.
Scheduled
Action
ProWorkflow
Adds staff to a Project.
Scheduled
Action
ProWorkflow
Adds a tag to your account.
Scheduled
Action
ProWorkflow
Add an existing tag to a ProWorkflow Contact.
Scheduled
Action
ProWorkflow
Add a Project Task in ProWorkflow.
Scheduled
Action
ProWorkflow
Add a Time in ProWorkflow.
Scheduled
Action
ProWorkflow
Approve a Project Request in ProWorkflow.
Scheduled
Action
ProWorkflow
Complete a Project in ProWorkflow.
Scheduled
Action
ProWorkflow
Complete a Task in ProWorkflow.
Scheduled
Action
ProWorkflow
Decline a Project Request in ProWorkflow.
Scheduled
Action
ProWorkflow
Deletes an existing Bookmark.
Scheduled
Action
ProWorkflow
Delete a Company in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a Contact in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a File in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete an Invoice in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a Message in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a Project in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a Project Request in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a Quote in ProWorkflow.
Scheduled
Action
ProWorkflow
Removes a tag from your account.
Scheduled
Action
ProWorkflow
Delete a Task in ProWorkflow.
Scheduled
Action
ProWorkflow
Delete a Time Record in ProWorkflow.
Scheduled
Action
ProWorkflow
Edits an existing Bookmark.
Scheduled
Action
ProWorkflow
Edit a Company in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Contact in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Contact Location in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit an Invoice in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Message in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Project in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Project Request in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Quote in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit an existing tag on your account.
Scheduled
Action
ProWorkflow
Edit a Task in ProWorkflow.
Scheduled
Action
ProWorkflow
Edit a Time in ProWorkflow.
Scheduled
Action
ProWorkflow
Reactivate a Project in ProWorkflow.
Scheduled
Action
ProWorkflow
Reactivate a Task in ProWorkflow.
Scheduled
Action
ProWorkflow
Removes an existing tag from a ProWorkflow Contact.
Scheduled
Action
ProWorkflow
Start a Timer in ProWorkflow.
Scheduled
Action
ProWorkflow
Stop a Timer in ProWorkflow.
Scheduled
Action
ProWorkflow
Finds an existing client.
Scheduled
Action
ProWorkflow
Finds an existing company/companies.
Scheduled
Action
ProWorkflow
Finds an existing contact, not limited by contact type. If you would like to find a specific contact based on type, please use "Find Client", "Find Staff" or "Find Contractor".
Scheduled
Action
ProWorkflow
Finds an existing contractor.
Scheduled
Action
ProWorkflow
Finds an existing Invoice.
Scheduled
Action
ProWorkflow
Finds an existing Message.
Scheduled
Action
ProWorkflow
Finds an existing Project.
Scheduled
Action
ProWorkflow
Finds an existing Quote.
Scheduled
Action
ProWorkflow
Finds an existing staff member.
Scheduled
Action
ProWorkflow
Finds an existing Task.
Scheduled
Action
ProWorkflow
Find or Create Client
Scheduled
Action
ProWorkflow
Find or Create Company
Scheduled
Action
ProWorkflow
Find or Create Contact
Scheduled
Action
ProWorkflow
Find or Create Contractor
Scheduled
Action
ProWorkflow
Find or Create Invoice
Scheduled
Action
ProWorkflow
Find or Create Project
Scheduled
Action
ProWorkflow
Find or Create Quote
Scheduled
Action
ProWorkflow
Find or Create Staff
Scheduled
Action
ProWorkflow
Find or Create 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 ProWorkflow + Vtiger CRM Integrations Work

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

Connect apps

Connect ProWorkflow + Vtiger CRM

About ProWorkflow

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

Learn more

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Project Management

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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.