Integrate nozbe with Vtiger

Appy Pie Connect allows you to automate multiple workflows between nozbe and Vtiger

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About nozbe

Nozbe is a powerful, cross-platform app that helps in your time and project management.

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.

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Best nozbe and Vtiger Integrations

  • nozbe Integration Vtiger Integration

    nozbe + Vtiger

    Create Product to Vtiger from New Project in nozbe Read More...
    Close
    When this happens...
    nozbe Integration New Project
     
    Then do this...
    Vtiger Integration Create Product
  • nozbe Integration Vtiger Integration

    nozbe + Vtiger

    Create Event to Vtiger from New Project in nozbe Read More...
    Close
    When this happens...
    nozbe Integration New Project
     
    Then do this...
    Vtiger Integration Create Event
  • nozbe Integration Vtiger Integration

    nozbe + Vtiger

    Create Organization to Vtiger from New Project in nozbe Read More...
    Close
    When this happens...
    nozbe Integration New Project
     
    Then do this...
    Vtiger Integration Create Organization
  • nozbe Integration Vtiger Integration

    nozbe + Vtiger

    Create Service to Vtiger from New Project in nozbe Read More...
    Close
    When this happens...
    nozbe Integration New Project
     
    Then do this...
    Vtiger Integration Create Service
  • nozbe Integration Vtiger Integration

    nozbe + Vtiger

    Create Case to Vtiger from New Project in nozbe Read More...
    Close
    When this happens...
    nozbe Integration New Project
     
    Then do this...
    Vtiger Integration Create Case
  • nozbe Integration {{item.actionAppName}} Integration

    nozbe + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect nozbe + Vtiger in easier way

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

    Triggers
  • New Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task is created

  • 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 Project

    Create new project

  • Create Task

    To create a new task into a project.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How nozbe & Vtiger Integrations Work

  1. Step 1: Choose nozbe 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 nozbe to Vtiger.

    (2 minutes)

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

Integration of nozbe and Vtiger

nozbe

Nozbe is a web-based task management top for teams. It is an easy way to manage projects and cplaborate with your team members. You can import your existing tasks, create tasks, divide them into projects and add due dates to them. It is available on mobile devices as well, so you can carry the tasks with you while you are on the go.

Vtiger

Vtiger is a leading CRM software that caters to small and medium-sized businesses. It is a robust top to handle all your customer data, build relationships and automate sales processes. With Vtiger, you can assign leads and opportunities to team members, track time spent on each project and see performance metrics at a glance. It comes with lots of tops, modules and features to help you do your job better.

Integration of nozbe and Vtiger

Nozbe integrates with Vtiger via Appy Pie Connect. This integration enables you to push tasks from nozbe to Vtiger and vice versa. No more manual transfers between the two platforms. It’s quick and easy – just set up a Connect and let Appy Pie Connect take care of it for you. Here’s how you set up this integration:

Step 1. Choose your Connect templates:

Choose your Connect templates. Step 2. Select ‘nozbe’ as the trigger app:

Select ‘nozbe’ as the trigger app. Step 3. Select ‘vtiger CRM’ as the action app:

Select ‘vtiger CRM’ as the action app. Step 4. Complete the ‘nozbe’ setup:

Complete the ‘nozbe’ setup. Step 5. Complete the ‘vtiger CRM’ setup:

Complete the ‘vtiger CRM’ setup. Step 6. Set up your Appy Pie Connect account:

Set up your Appy Pie Connect account. Step 7. Activate the integration:

Activate the integration. Step 8. Back in your Appy Pie Connect dashboard, test your Connect and make any necessary adjustments to the settings:

Back in your Appy Pie Connect dashboard, test your Connect and make any necessary adjustments to the settings. Step 9. Add it to one or more projects in nozbe by selecting ‘Add a new Connect’ from the top menu bar of your nozbe dashboard, filling in the form with the name and details of your Connect, selecting ‘Appy Pie Connect’ as your Action App, checking ‘nozbe’ in the Trigger App dropdown, selecting the project you want to link it to and then clicking ‘Save Changes’. You will now be taken back to your Connect where you can see its status as ‘On’ and also edit its name and description if you wish before activating it by clicking ‘Save Changes’ again. Your Connect should now be active! Now whenever there is a new task added in nozbe it will be automatically added to the project you selected! That’s it! You can change the project you want to connect this Connect to at any time by going back into the Connect and changing it from there. You can also add multiple Connects if you want them to run on multiple projects at once! When adding multiple Connects you must make sure all of them are connected to different projects or else they might conflict with each other. To do this you can check out our instructions here! You can also see some tips on how to manage multiple Connects here!

Benefits of Integration of nozbe and Vtiger

The process to integrate nozbe 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.