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MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.
Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.Vtiger Integrations
It's easy to connect moonclerk + Vtiger without coding knowledge. Start creating your own business flow.
Triggers when a payment has been made on MoonClerk.
Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
This article is about the integration of moonclerk and Vtiger. Basically, Vtiger is an open source CRM software which helps businesses manage their customer relationships effectively. It has many features, but our focus would be on how to integrate moonclerk with this platform.
I am going to start with saying that there are various reasons why one should try to integrate moonclerk with Vtiger. First of all, it allows you to import your Moonclerk data into Vtiger. This ensures that you can have all your records in one place. Secondly, it allows you to export your Vtiger records to Moonclerk. This means that you can export any record in Vtiger to Moonclerk for further use. This is very useful because when records are exported from Vtiger, they are also taken out of the system. This makes sure that you do not have duplicate records of the same company or person. Thirdly, it allows you to create a new Vtiger account. This feature is very useful because sometimes many users may need access to the same account. For example, if you are running a business with your partner, then it allows both of you to login at different times and get things done. Fourthly, it allows you to generate reports in Moonclerk format. This means that you can get reports generated in Moonclerk format so that you can import them into other applications. Fifthly, it allows you to create campaigns in Moonclerk format. You can create campaigns in Moonclerk format and then import them into Vtiger for further use.
So, I would like to conclude by saying that integration of moonclerk and Vtiger is very useful for some people who need more than one contact management application for different purposes.
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