Trigger Zaps from New Vtiger CRM Cases or Create Them

Carlin Sack
Carlin Sack / May 6, 2016
Trigger Zaps When New Vtiger CRM Cases Are Created

Not only can you manage your leads, contacts, and related tasks with Vtiger CRM, but you can also support your customers using the platform. Thanks to updates made to Zapier's Vtiger CRM integration, you now trigger a Zap whenever a new case is created or use a Zap to automatically create a new case.

Use the "New Case" Trigger to kick off a Zap whenever a new case is created in Vtiger CRM. Automate a multi-step workflow with a Zap like this one:

Put the "Create Case" Action to use by setting up a Zap that automatically creates cases in Vtiger CRM based on a trigger in another app. Here's an example:

How To Use This Integration:

  1. Sign up for a Vtiger CRM account, and also make sure you have a Zapier account.
  2. Connect your Vtiger account to Zapier.
  3. Check out pre-made Vtiger integrations.
  4. Or create your own from scratch in the Zap Editor.