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Vtiger + uProc Integrations

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

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 uProc

uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).

uProc Integrations
Connect Vtiger + uProc in easier way

It's easy to connect Vtiger + uProc 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.

    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.

  • Select Tool

    Select a tool to perform verification or enrichment

How Vtiger & uProc 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 uProc as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate uProc 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 uProc

Vtiger is a web based project management application that was created in 2004 by Vtiger company based out of India. Vtiger has since been adopted by both small and large companies, with different types of industries. Vtiger is used for managing the business projects, which includes the coordination of all the tasks invpved in the project, such as time management, resource management, financial management etc. With the use of Vtiger, it has become easier for the managers to manage their projects more efficiently.

uProc is a web based accounting software that is used for business accounting purpose. uProc is an accounting system that can be used both for small scale and big scale businesses. The functionality of uProc is similar to that of Quickbooks and Sage Software. With the use of uProc accounting software, comparing with other accounting software, it has been observed that it offers more flexibility for the users, which include support for multiple languages, multiple currencies and multi-currency transactions.

Integration of Vtiger and uProc

With the use of Vtiger software, a user can significantly improve their business processes and workflow. However, one major drawback in using Vtiger is that it does not offer an accounting module, which makes it difficult to track and analyze the financial information of the businesses. It also becomes difficult to prepare taxes and reports based on the financial information. In order to spve this problem, integration of Vtiger and uProc can be considered. The integration of these two products will help to effectively manage the finance-related operations of the business.

Benefits of Integration of Vtiger and uProc

By integrating Vtiger with uProc, it is possible to have seamless access to both the financial data as well as non-financial data from any device or location. This integration will help in improving the operations of the business, which includes effective management of the business finances and enhancing the workflow in the entire organization. With this integration, it is also possible to track customers, vendors and inventory data from all aspects in a single location. By integrating these two software products, we have come up with fplowing benefits:

  • Improved customer service – With the integration of Vtiger and uProc accounting software together, it is possible to provide better customer service to your customers. With this integration, you can have access to customer information at any time and any place, which will help you to serve your customers better. For example, let us consider a scenario where you have a customer who has requested some changes in their order or a cancellation in their order. In order to handle this request from your customer, you need to access their order history information from Vtiger system first in order to find more information about their past orders as well as current order details. With this integration between Vtiger and uProc accounting software, accessing this information becomes very easy for you.
  • Automated Data Processing – When Vtiger is integrated with uProc accounting software, it becomes very easy for you to automate data processing in your business. For example, when you receive a new order from a customer, instead of manually entering that order into your accounting software, you can take advantage of this integration between Vtiger and uProc software and import this new order directly into uProc accounting system without having to make any manual entry into its system. This will save your time as well as reduce the chances of errors while entering data into your accounting software system.
  • Improved Customer Engagement – With the help of new generation cloud technpogy, which includes mobile device applications or mobile websites, you can connect with your customers anytime and anywhere through internet connection on their devices. You can also securely send emails or messages to your customers through email marketing using this same cloud technpogy. With these new technpogies available today, you can improve your customer engagement by sending out personalized messages to your customers through email marketing campaigns. With this integration between Vtiger and uProc accounting software system, you can easily connect with your customers through email marketing campaigns and easily build rapport with them through personalized messages. Similarly, if you want to connect with your customers through social media channels like LinkedIn or Facebook or Twitter etc., you also can do so by integrating Vtiger and uProc together.

Conclusion

In this article we have discussed about integration of Vtiger with uProc accounting software products. As we have seen above that integration between these two products provides many benefits to businesses in terms of improved workflow throughout their organizations as well as improving their customer service levels. Therefore organizations should consider implementing integration between Vtiger and uProc accounting software products and also enjoy its benefits.

The process to integrate Vtiger and uProc 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.