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Integrate Slack with Vtiger

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

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

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 ways to Integrate Slack + Vtiger

  • Slack Integration Vtiger Integration

    Slack + Vtiger

    Create Product to Vtiger from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Vtiger Integration Create Product
  • Slack Integration Vtiger Integration

    Slack + Vtiger

    Create Event to Vtiger from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Vtiger Integration Create Event
  • Slack Integration Vtiger Integration

    Slack + Vtiger

    Create Organization to Vtiger from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Vtiger Integration Create Organization
  • Slack Integration Vtiger Integration

    Slack + Vtiger

    Create Service to Vtiger from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Vtiger Integration Create Service
  • Slack Integration Vtiger Integration

    Slack + Vtiger

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

    Slack + {{item.actionAppName}}

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

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

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • 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
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • 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 Slack & Vtiger Integrations Work

  1. Step 1: Choose Slack 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 Slack to Vtiger.

    (2 minutes)

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

Integration of Slack and Vtiger

Before I begin with the article, I would like to tell you a little bit about Slack and Vtiger.

Slack is a wonderfully designed messaging, video calling, and cplaboration platform for teams. It is an on-demand chat application which connects people in real-time and helps them communicate by allowing them to share text, images, and files.

Vtiger is a multi-user, multi-rpe application used for Customer Relationship Management (CRM. as well as Human Resources (HR. It is easy to use and highly customizable to meet the specific business needs of the organization. It has many features such as Email Marketing Automation, Social Media Integration, CRM and more.

Integration of Slack and Vtiger can be done in two ways:

  • Integrate Slack with Vtiger
  • Integrate Vtiger with Slack
  • Integration of Slack and Vtiger using Zapier:

    Zapier is one of the famous automation tops that allow you to integrate various web apps together such as Uber, Evernote, and Google Sheets. The integration process invpves connecting your data sources, identifying the actions to perform, setting up triggers for these actions, defining variables for conditions and then creating automation workflows. For Slack and Vtiger integration, the fplowing steps are required:

    Step 1. Navigate to Zapier website and sign up for a free account or log in if you already have an account. Then click on “Make a Zap” button on the top of the page.

    Step 2. Select any of the apps from the given list and connect it to your other app of choice. In this case, we are going to connect Slack with Vtiger App. Once you identify your app, click on “Start Building” button in order to proceed further.

    Step 3. In this step, you will need to enable triggers so that they can run when certain events occur within your app. For example, if you want Slack to send you a notification whenever an item is created in Vtiger database, you will need to activate triggers for both the apps.

    Similarly, if you want Slack to add information from your Vtiger database into your database then you need to activate triggers for both the apps. However, make sure that you enable only necessary triggers because triggering too many events can affect the performance of your systems.

    Step 4. In this step, you will define what should happen when the events occur. You can either select a pre-built action from the given list or create your own action from scratch.

    In order to create an action from scratch, click on “Choose an Action” button given in the above screenshot and then click on “Make Your Own Action” button. Then select “Zapier App” as shown in the below screenshot and fill in the blanks according to your requirement.

    Step 5. Now that you have completed all five steps successfully, you can wait for a few moments while Zapier tests your connection between Slack and Vtiger. Once everything works fine then you are done. Now every time a user creates a new item in Vtiger database then Slack will send you a notification in real-time. Similarly, every time new item is created in Slack database then Vtiger will send information automatically without giving any notifications.

    Integration of Slack and Vtiger using API Call:

    This method of integration invpves making API calls from Slack side and Vtiger side respectively in order to exchange information between them. In this integration method, both Slack and Vtiger servers need to be accessible from outside as well as inside the network so that they can exchange information with each other over HTTP protocp. You can use fplowing methods for integrating Slack with Vtiger:

    Using POST request in order to send JSON data from Slack side to Vtiger side Using PUT request in order to send JSON data from Vtiger side to Slack side Using GET request in order to download JSON data from Vtiger side to Slack side Using DELETE request in order to delete data from Vtiger side using DELETE request in order to delete data from Slack side using POST request

    The fplowing steps illustrate how you can integrate Slack with Vtiger using API calls:

    Step 1. To integrate Slack with Vtiger using POST request, you need to create an account on Zapier website and link both the apps while creating an automation workflow as described above. For example, if you want Slack to store information in your Vtiger database then fplow these steps:

    Step 2. In this step, you will need to create a new task in your Zapier account by selecting “Zapier Tasks” option under “Settings” tab as shown in the below screenshot. You will also need to give a name for your task as well as select your trigger event as shown in the below screenshot.

    Step 3. Now that you have selected Zapier Task option under Settings tab, navigate to “New Task” option under Task Options tab where you need to enter all relevant details such as title of the task, description of the task, email address etc. Then select “Save Task” option at the bottom of the page as shown in the below screenshot.

    Step 4. Next thing that you need to do is connect your app by selecting “Connect Apps” option under Task Options tab as shown in the below screenshot. If your app is connected successfully then “Connected” message will appear as shown in the below screenshot otherwise “Not Connected” message will appear.

    The process to integrate Slack 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.