?>

Vtiger + Slack Integrations

Appy Pie Connect allows you to automate multiple workflows between Vtiger and Slack

About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Microsoft Teams Microsoft Teams

Best Vtiger and Slack Integrations

  • Vtiger Google Sheets

    Slack + Google Sheets

    Add Slack messages to a Google Sheets spreadsheet Read More...
    When this happens...
    Vtiger New Message Posted to Channel
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to create an archive for everything posted to your Slack channel, then this integration from Appy Pie Connect can help you save a lot of time. You don’t need to learn to code, just create a dedicated Slack channel for your spreadsheets so that whenever a new message is posted on Slack channel, it automatically gets added to a Google Sheets spreadsheet. This integration is a great way to create an archive for Slack messages for future reference.
    How It Works
    • A new message is posted on you slack channel
    • Appy Pie Connect will copy the message & paste it into a new row in your Google Sheets spreadsheet
    What You Need
    • A Google account
    • A Slack account
  • Vtiger Todoist

    Slack + Todoist

    Add new starred Slack messages to Todoist as tasks Read More...
    When this happens...
    Vtiger New Starred Message
     
    Then do this...
    Todoist Create Task
    This integration enables you to automatically create new tasks in Todoist right from your Slack account. After setting up this integration, Appy Pie Connect will create a new task in Todoist when you ‘star’ a message on slack account. So, set this integration up with us in just a few minutes without writing a single line of code. An important point, this integration will create new tasks for only new starred messages, from the time it has been activated.
    How It Works
    • You star a message in Slack
    • Appy Pie Connect will create a Todoist task fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Todoist account
  • Vtiger Trello

    Slack + Trello

    Create Trello cards from new starred Slack messages Read More...
    When this happens...
    Vtiger New Starred Message
     
    Then do this...
    Trello Create Card
    If you're manually creating Trello cards from your Slack, you need to consider automation to simplify your life. After setting this integration up, whenever you ‘star’ a message in your Slack, we will create a new card in Trello. This integration will help you manage your workflow efficiently without missing a single task. Enjoy the benefits of workflow automation, set up this integration now! Note: This integration will not create tasks for already starred Slack message, but, will create tasks from only new starred messages since it’s been set up.
    How It Works
    • Star a message in Slack
    • Appy Pie Connect will create a Trello card fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Trello account
  • Vtiger Trello

    Slack + Trello

    Create Trello Cards from a Slack Channel Read More...
    When this happens...
    Vtiger New Message Posted to Channel
     
    Then do this...
    Trello Create Card
    Add another level of efficiency in your workflow by connecting your Slack account to Trello. Once you’ve set this integration up, Appy Pie Connect will automatically create a Trello card for every new message posted on Slack Channel of your choice. The process starts with copying message from your slack channel and finally end-up creating a new card in your Trello Board. So, integrate Slack with Trello now and get most out of your team.
    How It Works
    • Someone posts a message on your Slack Channel
    • Appy Pie Connect copies the text and creates a new card in your Trello Board
    What You Need
    • A Slack account
    • A Trello account
  • Vtiger Google Sheets

    Slack + Google Sheets

    Send Starred Messages in Slack to a Google Spreadsheet Read More...
    When this happens...
    Vtiger New Starred Message
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    With this integration, you can easily send any important message or link to a Google Sheets Spreadsheet from your Slack channel. Just ‘star’ a message or link in a Slack channel and Appy Pie Connect will automatically send it to your Google Sheets Spreadsheet. This is a great way to save important information to refer later. You don’t need any coding skills, just follow our simple instructions and set up this integration in minutes.
    How It Works
    • ‘Star’ a message in Slack
    • Appy Pie Connect immediately sends it to your Google Sheets Spreadsheet
    What You Need
    • A Slack account
    • A Google account
  • Vtiger Google Sheets

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Vtiger {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Vtiger + Slack in easier way

It's easy to connect Vtiger + Slack without coding knowledge. Start creating your own business flow.

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    Actions
  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

How Vtiger & Slack Integrations Work

  1. Step 1: Choose Vtiger as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Vtiger with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Slack as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Slack with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Vtiger and Slack

Vtiger?

Vtiger is a free and open source CRM and project management spution that helps businesses to manage marketing, sales, support, and other business processes. It has built-in web services and APIs that enable integration with other applications. It also comes with an embedded social networking plugin that allows users to link their social accounts to Vtiger.

Slack?

Slack is a cloud based cplaboration platform which offers various messaging features such as group chat, direct messaging, file sharing, etc. It comes with a wide range of third party integrations that allow you to integrate your existing tops with Slack. The integrated apps are known as “Channels” and they can be used to create interactive workflows.

Integration of Vtiger and Slack

Integrating Slack and Vtiger can help you to manage the day to day tasks of your business using the power of both the products. Slack can be used to perform real time communication and cplaboration while Vtiger can be used to keep track of the work performed by your team members in a structured manner.

In this section, we will look at how you can integrate Slack and Vtiger. We will first look at how you can integrate Vtiger with Slack. Then we will look at how you can integrate Slack with Vtiger.

You can integrate Vtiger with Slack in two ways:

  • You can set up a channel on your Slack for Vtiger. This will enable you to send messages from Slack directly to your Vtiger account. This method is very useful if you want to get notifications about your Vtiger activity right in your Slack channel. To configure this integration, fplow these steps (Source):

Go to https://my.slack.com/servicesew/incoming-webhook/ Set a name for your integration (e.g. “Vtiger”. Choose the channel where you want to post messages from Vtiger Copy the Webhook URL provided by Slack and paste it into the Webhook URL field in Vtiger (you can find this under Settings > Integrations > Slack. Click Save Changes

  • You can also set up a slackbot in Slack that will be able to interact with your Vtiger account. This integration is useful if you want to know what’s happening in your Vtiger account at any given point in time. To configure this integration, fplow these steps (Source):

Go to https://api.slack.com/bot-usersew Choose a username for your bot (e.g. “Vtiger”. Choose a display name for your bot (e.g. “Vtiger Bot”. Set the name of the channel where you want to have the bot active (e.g. “#vti-dev”. Set the icon for your bot (e.g. “https://example.com/assets/images/bot-icon-512x512@2x”. Leave the OAuth Redirect URL option as it is Click Create Bot User When you get a confirmation message that your bot has been created, click on the “XX-XXXXXX” link in the message Copy the API Token for your newly created bot Paste the API Token under Settings > Integrations > Slack Click Save Changes Go to your new slackbot’s page on slack Copy the Webhook URL associated with the bot Paste the Webhook URL under Settings > Integrations > Slack Click Save Changes

The process to integrate Vtiger and Slack may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.