VTIGER ACTION AUTOMATION

FOR WORKFLOWS DOCUMENTATION

Action Name: Create Lead

1. First Name

  • Input Required: Enter the first name of the lead.

2. Last Name

  • Input Required: Enter the last name of the lead.

3. Company Name

  • Input Required: Enter the name of the company for the lead.

4. E-mail

  • Input Required: Enter a valid email address for the lead.

5. Phone

  • Input Required: Enter the phone number of the lead.

6. Website

  • Input Required: Enter the website URL.

7. Designation

  • Input Required: Enter the designation or title of the lead.

Action Name: Update Lead

1. Lead ID

  • Input Required: Enter the unique ID of the lead to be updated.

NB: Get the Lead's ID by using the action Search Lead.

2. First Name

  • Input Required: Enter the updated first name of the lead.

3. Last Name

  • Input Required: Enter the updated last name of the lead.

4. Company Name

  • Input Required: Enter the updated name of the company for the lead.

5. E-mail

  • Input Required: Enter the updated email address for the lead.

6. Phone

  • Input Required: Enter the updated phone number of the lead.

7. Website

  • Input Required: Enter the updated website URL.

8. Designation

  • Input Required: Enter the updated designation or title of the lead.

Action Name: Delete Lead

1. Lead ID

  • Input Required: Enter the unique ID of the lead to be deleted.

NB: Get the Lead's ID by using the action Search Lead.

Action Name: Search Lead

1. Search keyword

  • Input Required: Enter a keyword to search for the lead.

Action Name: Create Contact

1. First Name

  • Input Required: Enter the first name of the contact.

2. Last Name

  • Input Required: Enter the last name of the contact.

3. Birthday

  • Input Required: Enter the birthday of the contact.

4. E-mail

  • Input Required: Enter a valid email address for the contact.

5. Phone

  • Input Required: Enter the phone number of the contact.

6. Title

  • Input Required: Enter the title or position of the contact.

7. Description

  • Input Required: Enter a brief description of the contact.

Action Name: Update Contact

1. Contact ID

  • Input Required: Enter the unique ID of the contact to be updated.

NB: Get the Contact ID by using the action Search Contact.

2. First Name

  • Input Required: Enter the updated first name of the contact.

3. Last Name

  • Input Required: Enter the updated last name of the contact.

4. Birthday

  • Input Required: Pick the updated birthday of the contact.

5. E-mail

  • Input Required: Enter the updated email address for the contact.

6. Phone

  • Input Required: Enter the updated phone number of the contact.

7. Title

  • Input Required: Enter the updated title or position of the contact.

8. Description

  • Input Required: Enter an updated description of the contact.

Action Name: Delete Contact

1. Contact ID

  • Input Required: Enter the unique ID of the contact to be deleted.

NB: Get the Contact ID by using the action Search Contact.

Action Name: Search Contact

1. Search Keyword

  •  Input Required: Enter a keyword to search for the contact.

Action Name: Create Campaign

1. Campaign Name

  • Input Required: Enter the name of the campaign.

2. Campaign Product

Input Required: Enter the product ID associated with the campaign.

NB: Get the Product ID by using the action Search Product.

3. Campaign End Date

  • Input Required: Pick the end date for the campaign.

4. Campaign Sponsor

  • Input Required: Enter the name of the campaign sponsor.

5. Campaign Type

  • Input Required: Specify the type of campaign.

6. Campaign Status

  • Input Required: Enter the current status of the campaign.

7. Description

  • Input Required: Enter a brief description of the campaign.

Action Name: Update Campaign

1. Campaign ID

  • Input Required: Enter the unique ID of the campaign to be updated.

NB: Get the Campaign ID by using the action Search Campaign.

2. Campaign Name

  • Input Required: Enter the updated name of the campaign.

3. Campaign Product

  • Input Required: Enter the updated product ID associated with the campaign.

NB: Get the Product ID by using the action Search Product.

4. Campaign End Date

  • Input Required: Pick the updated end date for the campaign.

5. Campaign Sponsor

  • Input Required: Enter the updated name of the campaign sponsor.

6. Campaign Type

  • Input Required: Specify the updated type of campaign.

7. Campaign Status

  • Input Required: Enter the updated status of the campaign.

Action Name: Delete Campaign

1. Campaign ID

  • Input Required: Enter the unique ID of the campaign to be deleted.

NB: Get the Campaign ID by using the action Search Campaign.

Action Name: Search Campaign

1. Search keyword

  • Input Required: Enter a keyword to search for the campaign.

Action Name: Create Product

1. Product Name

  • Input Required: Enter the name of the product.

2. Product Type

  • Input Required: Select the type of product.

3. Product Category

  • Input Required: Enter the category for the product.

4. Product Manufacturer

  • Input Required: Enter the name of the manufacturer.

5. Unit Price

  • Input Required: Enter the unit price of the product.

6. Billing Type

  • Input Required: Specify the billing type.

7. Description

  • Input Required: Enter a brief description of the product.

Action Name: Update Product

1. Product ID

  • Input Required: Enter the unique ID of the product to be updated.

NB: Get the Product ID by using the action Search Product.

2. Product Name

  • Input Required: Enter the updated name of the product.

3. Product Type

  • Input Required: Specify the updated type of product.

4. Product Category

  • Input Required: Enter the updated category for the product.

5. Product Manufacturer

  • Input Required: Enter the updated name of the manufacturer.

6. Unit Price

  • Input Required: Enter the updated unit price of the product.

7. Billing Type

  • Input Required: Specify the updated billing type.

8. Description

  • Input Required: Enter an updated brief description of the product.

Action Name: Delete Product

1. Product ID

  • Input Required: Enter the unique ID of the product to be deleted.

NB: Get the Product ID by using the action Search Product.

Action Name: Search Product

1. Product name to search

  • Input Required: Enter the name of the product to search for.