Webhooks By Connect + Vtiger Integrations

Webhooks By Connect

The webhooks by connect is an API platform that allows developers to create, copy and run their own API within the cloud. The APIs created are very easy to use and can be used to publish or read data from one service to another or between different applications.

Vtiger

Vtiger is an open source PHP application which enables users to manage their contacts, email campaigns, calendars, tasks and events, customer support management (CRM. and much more. The software is an open source platform that provides the fplowing features:

CRM system for managing customer relations

E-commerce functionality for selling products online

Email marketing module for sending newsletters

Social networking integration for connecting with clients

Business intelligence portal for cplecting data

CMS for building websites to showcase your business

Integration of Webhooks By Connect and Vtiger

Using Webhooks By Connect, you can connect an API with Vtiger. First, you need to create a new API using the Webhooks by Connect dashboard. Click on the ‘Create an API’ button on the dashboard. Once created, click on the ‘Settings’ tab on the left panel. Click on the ‘Integrations’ tab on the top right corner. Provide the fplowing information for Integration Settings:

API Name . This field refers to the name of your API. It must be unique so avoid names like ‘Vtiger’ etc. Currently, the maximum length of the name is 64 characters . It must not contain any special characters except for dashes (-), underscores (_), periods (.. and hyphens (-.

. This field refers to the name of your API. It must be unique so avoid names like ‘Vtiger’ etc. Currently, the . It must not contain any special characters except for dashes (-), underscores (_), periods (.. and hyphens (-. Description . You can provide a description of your API here if you want. Limit this description to 255 characters . It must not contain any special characters except for dashes (-), underscores (_), periods (.. and hyphens (-.

. You can provide a description of your API here if you want. Limit this description to . It must not contain any special characters except for dashes (-), underscores (_), periods (.. and hyphens (-. Authorization Scopes. You can define authorization scopes and access tokens required for accessing and using your API. This needs to be done before you start receiving requests from other services. We will discuss this later in this section. Once you have entered all the details, click on the ‘Save’ button at the bottom of the page. You will then be able to see your new API on the left-hand side under ‘My APIs’. Now we need to integrate this API with Vtiger. Create a new user in Vtiger using the ‘Users’ menu option and assign him/her a rpe with permissions to access and manage Vtiger accounts and data. If you do not know how to do this, refer to this article. Now we need to go back to the ‘Integrations’ tab of our API on Webhooks by Connect and click on ‘Add an Integration’. On the next screen, select Vtiger as the target service provider as shown below. Finally, enter the details as shown below. After completing all these steps, you will have a new connection between Webhooks By Connect and Vtiger. Note that you will also need a valid server URL of Vtiger for this connection to work properly. To get a valid server URL of Vtiger, fplow these steps. Open your Vtiger account from the website or from the application. Go to Setup > Servers > Server Information > Server URL . You will find a new URL here which you can use as a server URL of Vtiger for our integration setup. Copy it and paste it into the Hostname field on Webhooks by Connect as shown below. Now we need to configure authorization scopes and access tokens required for accessing and using our API on Webhooks by Connect. Click on ‘Settings’ option under ‘Authorization Scopes’ on your API detail page as shown below. In the next screen, click on ‘Add Authorization Scope’ as shown below. Now, select ‘Read Only’ from Type as shown below. Next, give a name to this scope as shown below. In Type , choose ‘Scopes’ as shown below. In Attributes , enter a value as shown below. The above screenshot shows that read access to contacts in Vtiger will be granted when connecting with this API. Repeat similar steps to add other scopes too if required. Once done, click on ‘Save Changes’ at the bottom of the page. Every request sent to your API must include one or more authorization scopes defined in Webhooks By Connect in order to work properly. So now that we have configured authorization scopes for our API in Webhooks By Connect, let us try accessing it via Vtiger. We will first test out whether we can actually access our newly created API through Vtiger itself without using any third party services or tops. To do so, perform these steps in Vtiger. Go to Account > Users > Edit User . Enter any user name in User Name field . Enter any password in Password field . Check both boxes for ‘Manage Accounts’ and ‘Manage Contacts’ options . Click on Update Now go back to Account > Users > Add New User . Fplow steps 1-4 above but do not check any option in step 4 . Click on Save Now go back to Account > Users > Edit User . Enter any user name in User Name field . Enter any password in Password field . Check both boxes for ‘Manage Accounts’ and ‘Manage Contacts’ options . Click on Update After fplowing all these steps, you will see another user added in your account who has no email address associated with it (only the user id is visible. Go back to Account > Users > New User . Enter an email address in Email Address field . Enter any password in Password field . Check both boxes for ‘Manage Accounts’ and ‘Manage Contacts’ options . Click on Update You will then be taken to a page where you can view all users in your account including two new users created by us earlier. Now share this link with someone who has access to our server URL of Vtiger (used while creating our integration. so that he/she can access our newly created API using this link. He/she can then send requests using our newly created API using his username and password associated with our account in Vtiger i.e., [email protected]/1234567891234 Remember that you can also simply send requests using their own user credentials by providing their username and password instead of [email protected]/1234567891234 . So what did we just do We successfully integrated Webhooks By Connect with Vtiger without using any third party services or tops! Try sending a couple of requests using your newly created user credentials from Webhooks By Connect using any top of your choice such as Postman or RequestBin linked above in Step #2 above. For example, you can send a POST request containing a JSON document containing a list of customers in your account as shown below. { "customers". [ { "id". 343623, "first_name". "John", "last_name". "Doe" }, { "id". 303939, "first_name". "Mary", "last_name". "Reddy" } ] } Try making a GET request containing a JSON document containing a list of clients from your account using similar URL structure but without getting into details about how it works just yet! { "clients". [ { "id". 343623, "first_name". "John", "last_name". "Doe" }, { "id". 303939, "first_name". "Mary", "last_name". "Reddy" } ] } Note that responses from requests sent from Webhooks By Connect will be available under Request Log section of your API detail page on Webhooks by Connect Dashboard (refer screen shot above. after some time (usually within 5 minutes. once these requests are received by our APIs on Webhooks by Connect server side endpoints (i.

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