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| This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). More. |
The Vtiger CRM modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More allow you to watch, create, update, list, and delete recordsOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. More in your Vtiger CRM account.
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See the changelog for the Vtiger CRM App
Prerequisites
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A Vtiger CRM account
In order to use Vtiger CRM with Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More, it is necessary to have a Vtiger CRM account. If you do not have one, you can create a Vtiger CRM account at www.vtiger.com/begin-free-trial.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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The moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More, not in this documentation article) are mandatory! |
To connect your Vtiger CRM account to Boost.space Integrator you need to obtain the Access TokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications. More from your Vtiger CRM account and insert it in the Create a connection dialog in the Boost.space Integrator module.
1. Login to your Vtiger CRM account.
2. Click your Profile Icon > My Preferences.
3. Copy the Access Keyto your clipboard.
4. Go to Boost.space Integrator and open the Vtiger module’s Create a connection dialog.
5. In the Connection name field, enter a name for the connection.
6. In the URL field, enter your Vtiger access URL address. For example, when you login to Vtiger account, if your browser URL address is https://xyz.vtiger.com/index.phpthen your URL is https://xyz.vtiger.com.
7. In the Username field, enter your email address with which you have registered for Vtiger account.
8. In the Access Key field, enter the access key copied in step 3.
TriggersEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... when a recordOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. More is created or updated.
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Connection |
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Watch Records |
Select the option to watch the records:
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Module Type |
Select the module whose records you want to watch. |
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Search by |
Select the option to search the records:
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Filter |
Select the option to filter the records and enter the value. |
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Query |
Enter the query to search the records based on the specified query. For example, |
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Limit |
Enter the maximum number of records Boost.space Integrator should return during one scenario execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. |
Retrieves records of the selected modules that match specified criteria.
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Connection |
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Module Type |
Select the module whose records you want to watch. |
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Search by |
Select the option to search the records:
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Filter |
Select the option to filter the records and enter the value. |
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Query |
Enter the query to search the records based on the specified query. For example, |
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Limit |
Enter the maximum number of records Boost.space Integrator should return during one scenario execution cycle. |
Creates a new record.
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Connection |
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Module Type |
Select the module type of the record you want to create. When you select a module type, dynamic fields related to the module auto-populates which you need to fill to create the new record. See Vtiger CRM API Documentation. |
Return the data of a specified record of the selected module.
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Connection |
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Module Type |
Select the module type of the record whose details you want to retrieve. |
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Record ID |
Select the Record ID whose details you want to retrieve. |
Updates an existing record.
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Connection |
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Module Type |
Select the module type of the record whose details you want to update. |
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Record ID |
Select the Record ID whose details you want to update. When you select the record, dynamic fields related to the record auto-populates which you need to fill to update the record. See Vtiger CRM API Documentation. |
Deletes a record.
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Connection |
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Module Type |
Select the module type of the record you want to delete. |
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Record ID |
Select the Record ID you want to delete. |
Performs an arbitrary authorized API call.
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Note |
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For the list of available endpoints, refer to the Vtiger CRM API Documentation. |
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Connection |
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Method |
Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
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Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
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Query String |
Enter the request query string. |
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Body |
Enter the body content for your API call. |
The following API call returns all the contacts from your Vtiger CRM account:
Method:GET
Query String
Key: operation
Value: query
value: query query: select * from Contacts;
Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. More > Body > result. In our example, 4 Contacts were returned:
