Integrate Vtiger with Formatter By Automate using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Vtiger and Formatter By Automate
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- 7 days free trial
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20 Million man hours saved
Award Winning App Integration Platform
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.
About Formatter By Automate
Formatter by Automate is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “AI Agent”.
Formatter By Automate IntegrationsIt's easy to connect Vtiger + Formatter By Automate without coding knowledge. Start creating your own business flow.
- Triggers
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Lead Created or UpdatedTriggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
- Actions
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Create Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
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Numbers
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
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Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
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Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
How Vtiger & Formatter By Automate Integrations Work
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Step 1: Choose Vtiger as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Formatter By Automate as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Vtiger to Formatter By Automate.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.