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moonclerk + Vtiger Integrations

Syncing moonclerk with Vtiger is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

About Vtiger

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
Vtiger Alternatives

Looking for the Vtiger Alternatives? Here is the list of top Vtiger Alternatives

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Connect moonclerk + Vtiger in easier way

It's easy to connect moonclerk + Vtiger without coding knowledge. Start creating your own business flow.

    Triggers
  • New Payment

    Triggers when a payment has been made on MoonClerk.

  • New Recurring Plan

    Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    Actions
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How moonclerk & Vtiger Integrations Work

  1. Step 1: Choose moonclerk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Vtiger as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from moonclerk to Vtiger.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of moonclerk and 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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The process to integrate moonclerk and Vtiger may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.