Moloni + Vtiger CRM

Create or update Vtiger CRM contacts when new clients are added in Moloni

Easily streamline your customer relationship management process with this workflow. When a new client is added in Moloni, it initiates a process to create or update a contact within Vtiger CRM. This helps ensure your customer-related data is effortlessly up-to-date across both platforms, saving you time and reducing errors.

When this happens...
New Client
Triggers when a new client is created in Moloni
TriggerPolling
automatically do this!
Create or Update Contact
Creates or updates contact.
ActionWrite

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Supported triggers and actions

- CompanyRequired
- Customer
Trigger
Polling
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- CompanyRequired
Trigger
Polling
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- CompanyRequired
Trigger
Polling
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- CompanyRequired
Trigger
Polling
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- CompanyRequired
- Product CategoryRequired
- Product NameRequired
- Price
- Reference
- Has StockRequired
- Exemption Reason
- Measurement UnitRequired
Action
Write

- CompanyRequired
- Client NumberRequired
- VAT Number
- Name
- Address
- City
- Zip Code
- Email
- Website
- Phone
- Fax
- Discount
Action
Write
- CompanyRequired
- Customer IDRequired
- Name
- Vat Number
- Address
- Zip Code
- City
Action
Search or write

Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Product
Triggers when a new Product is created.
Trigger
Polling
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New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
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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

- CompanyRequired
- Customer
Trigger
Polling
Try It
- CompanyRequired
Trigger
Polling
Try It
- CompanyRequired
Trigger
Polling
Try It
- CompanyRequired
- Name
- Vat Number
- Address
- Zip Code
- City
Action
Write
- CompanyRequired
- EmailRequired
- Document IDRequired
- NameRequired
Action
Write
- CompanyRequired
- Customer IDRequired
Action
Search
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
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
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

About Moloni

Moloni is an online invoicing software, that allows each entrepreneur to effectively control business, automate billing, deliver documents quickly and intuitively.

Related categories

Accounting

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.