Merge pull request #1504 from automatisch/AUT-520

feat(vtiger-crm): add vtiger crm integration
This commit is contained in:
Ali BARIN
2024-05-08 15:10:16 +02:00
committed by GitHub
50 changed files with 5473 additions and 0 deletions

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---
favicon: /favicons/vtiger-crm.svg
items:
- name: Create case
desc: Create a new case.
- name: Create contact
desc: Create a new contact.
- name: Create opportunity
desc: Create a new opportunity.
- name: Create todo
desc: Create a new todo.
- name: Create lead
desc: Create a new lead.
---
<script setup>
import CustomListing from '../../components/CustomListing.vue'
</script>
<CustomListing />

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# Vtiger CRM
:::info
This page explains the steps you need to follow to set up the Vtiger CRM connection in Automatisch. If any of the steps are outdated, please let us know!
:::
1. Go to the [link](https://www.vtiger.com/) and create an account.
2. Go to **My Preferences** of your account.
3. Copy **Access Key** value from Vtiger CRM to Automatisch.
4. Fill **Username** field as your Vtiger CRM account email on Automatisch.
5. Fill **Domain** field as if your dashboard url is `https://acmeco.od1.vtiger.com`, paste `acmeco.od1` to the field on Automatisch.
6. Click **Submit** button on Automatisch.
7. Congrats! Vtiger CRM connection is created.

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---
favicon: /favicons/vtiger-crm.svg
items:
- name: New cases
desc: Triggers when a new case is created.
- name: New contacts
desc: Triggers when a new contact is created.
- name: New invoices
desc: Triggers when a new invoice is created.
- name: New leads
desc: Triggers when a new lead is created.
- name: New opportunities
desc: Triggers when a new opportunity is created.
- name: New todos
desc: Triggers when a new todo is created.
---
<script setup>
import CustomListing from '../../components/CustomListing.vue'
</script>
<CustomListing />