Connect Connecteam and vtiger to Build Intelligent Automations

Choose a Trigger

Connecteam

When this happens...

Choose an Action

vtiger

Automatically do this!

Enable Integrations or automations with these events of Connecteam and vtiger

Enable Integrations or automations with these events of Connecteam and vtiger

Triggers

New User

New User

Triggers when a new user is created.

User Updated

User Updated

Triggers when an existing user updated.

User Archived

User Archived

Triggers when user was archived in the system.

User Restored Archived

User Restored Archived

Triggers when user was restored from archived .

User Deleted

User Deleted

Triggers when an existing user deleted.

User Promoted

User Promoted

Triggers when an existing user was promoted from 'user' to 'admin'.

Request a new Trigger for Connecteam

Actions

Create User

Create User

Create a new user

Create user note

Create user note

Create new note on the profile of the specified user.

Archive users

Archive users

Archive individual or multiple users associated with the account by their unique userID.

Create jobs

Create jobs

Create a new job in a app.

Clock IN

Clock IN

Record the start time for the work period of an employee. The start time is automatically captured when the call is executed.

Clock Out

Clock Out

Record the end time for the work period of an employee. The end time is automatically captured when the call is executed. The clock-out will be associated with the current open shift.

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Frequently Asked Questions

How do I start an integration between Connecteam and vtiger?

To start, connect both your Connecteam and vtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Connecteam triggers actions in vtiger (or vice versa).

Can we customize how data from Connecteam is recorded in vtiger?

Absolutely. You can customize how Connecteam data is recorded in vtiger. This includes choosing which data fields go into which fields of vtiger, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Connecteam and vtiger?

The data sync between Connecteam and vtiger typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Connecteam to vtiger?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Connecteam and vtiger?

Yes, you can set conditional logic to control the flow of data between Connecteam and vtiger. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Connecteam

About Connecteam

Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.

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vtiger

About vtiger

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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