This automation scenario allows you to connect Vtiger CRM and Databox
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Vtiger CRM and Databox can also be integrated using automation tools other than integromat:
When this trigger fires in Vtiger CRM
Triggers when a record is created or updated.
Then this action happens in Databox
Sends data to the source.
This guide contains information on how to set up an automatic workflow that allows to Send new VTiger CRM service contracts to Databox.
Part I
First, we need to connect Vtiger CRM and Databox to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Vtiger CRM to Make.com.
Give Make.com access to your Vtiger CRM account, using Vtiger CRM credentials.
Connect Databox to Make.com.
Give Make.com access to your Databox account, using Databox credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Vtiger CRM
Choose the following trigger: Watch Records (Triggers when a record is created or updated.).
Then set up an Action for Databox
Choose this action: Submit Data (Sends data to the source.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Vtiger CRM and Databox.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send new VTiger CRM service contracts to Databox!
Get list of metric keys from token.
Validate push access token from Databox.
Increment a specified metric by 1 every time this action happens.
Sends data to the source.
Push any custom data to Databox.
Push custom data in databox.
Creates or updates lead.
Creates or updates contact.
Creates or updates opportunity.
Creates a new record.
Create a new Event in Vtiger.
Creates a new Case.
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Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.