Guide: Using Vtiger with Databox

Currently, there is not a direct Databox + Vtiger integration available, but there are alternative ways to sync your Vtiger data with Databox.

These alternatives utilize third-party integrations such as Zapier, Integromat, or the Databox API.

Pro Tip: If you don't have the time or resources to set this up yourself, check out our services where we can build the custom integration for you. For additional information, feel free to connect with our team via chat or email us at help@databox.com.

HOW TO

How to use Zapier to sync Vtiger data

Zapier is a trigger-based app, meaning you can have certain events (such as a new card being added) trigger certain actions (updating the relevant data and syncing with Databox) using Zaps. Because triggers initiate data syncs, historical data will not be available for metrics that are synced using Zapier. 

Learn more about the Zapier + Databox third-party integration here.

Whenever possible, it’s recommended that you use a Zap Template. This will save you time and will streamline the process of syncing Vtiger data with Databox using Zapier. 

You can also create Zaps from scratch if a Zap Template isn’t available.

IN THIS SECTION

Zap Templates available for Vtiger Metrics

View the full list of prepared Zaps here.

Creating Zaps from scratch for Vtiger Metrics

The following Vtiger Metrics can also be synced with Databox by creating a Zap from scratch: 

  • Opportunity Created or Updated
    (triggered when a new opportunity is created or existing updated)
  • Lead Created or Updated
    (triggered when a new lead is created or existing updated)
  • Contact Created or Updated
    (triggered when a new contact is created or existing updated)
  • New Opportunity
    (triggered when a new opportunity is created)
  • New Todo
    (triggered when a new todo is created)
  • New Contact
    (triggered when a new contact is created)
  • New Case
    (triggered when a new case is created)
  • New Event
    (triggered when a new event is created)
  • New Ticket
    (triggered when a new ticket is created)
  • New Invoice
    (triggered when a new invoice is created)
  • New Lead
    (triggered when a new lead is created)
  • New Service
    (triggered when a new service is created)
  • New Organization
    (triggered when a new organization is created)
  • New Product
    (triggered when a new product is created)

Learn how to create Zaps from scratch here.

How to use Integromat to sync Vtiger data

Integromat is a third-party integration that allows you to sync data between apps. Integromat has a long list of native integrations along with the ability to sync custom data via the API.

Learn more about the Integromat + Databox third-party integration here

Whenever possible, it’s recommended that you use an Integromat Template. This will save you time and will streamline the process of syncing Vtiger data with Databox using Integromat. 

If a Template isn’t available, you can sync additional Vtiger with Databox using Integromat by setting it up from scratch.

IN THIS SECTION

Integromat Templates available for Vtiger Metrics

View the full list of prepared Templates here.

Syncing additional Vtiger Metrics using Integromat

The following Vtiger Metrics can also be synced with Databox by setting up the connection from scratch:

  • Watch Objects
    (triggered when a new object of selected type is created)

Learn how to set this up from scratch here.

Use the Databox API to sync Vtiger data

If you’re comfortable using scripting languages or you have developer resources available, you can build your own custom integration and push Vtiger data via the Databox API.

Learn more about the Integromat + Databox third-party integration here

For more information, check out the Databox developer portal or Vtiger’s API documentation.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us