How to connect ProWorkflow + Vtiger CRM
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- Accept Project RequestTriggered when a Project Request is accepted in ProWorkflow.Trigger
- Complete ProjectTriggered when a Project is completed in ProWorkflow.Trigger
- Completed TaskTriggered when a Task is completed in ProWorkflow.Trigger
- Remove Project RequestTriggered when a Project Request is declined in ProWorkflow.Trigger
- Update CompanyTriggered when a Company is edited in ProWorkflow.Trigger
- Update ContactTriggered when a Contact is edited in ProWorkflow.Trigger
- Update Contact LocationTriggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.Trigger
- Update InvoiceTriggered when an Invoice is edited in ProWorkflow.Trigger
- 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.
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