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Vtiger

CRM software for sales, marketing, and support teams

Sales & CRM

Connect it

In Keystile Automations → Connections → New connection, choose Vtiger and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.

Try it from your AI tool

Using Keystile, in Vtiger: delete record (Delete a Record).

What it can do (32 actions)

ActionWhat it doesChanges data
Add Tags to RecordAdds tags to a Vtiger record.Yes
Convert LeadConverts a Lead into a Contact, and optionally an Organization and a Deal.Yes
Create Module RecordCreates a record in any Vtiger module from a JSON object of field values.Yes
Create RecordCreate a RecordYes
Custom API CallMake a custom API call to a specific endpointYes
Custom API Call (Deprecated)Performs an arbitrary authorized API call. (Deprecated)Yes
Delete RecordDelete a Record
Delete Record by IDDeletes a Vtiger record (moves it to the Recycle Bin).
Describe ModuleLists the fields of a Vtiger module with their types and allowed values.
Download AttachmentDownloads an image attachment of a Vtiger record as a file.
Find or Create RecordReturns the record whose field equals a value, or creates it when none exists.Yes
Find Records by Email or PhoneFinds Contacts, Leads or Accounts that have a given email address or phone number.
Get Account HierarchyReturns the parent and child accounts of an Organization.
Get Current UserReturns the Vtiger user the connection authenticates as.
Get Picklist DependencyReturns which target picklist values are allowed for each source picklist value.
Get RecordGet a Record by value
Get Record by IDRetrieves one Vtiger record by its webservice ID.
Get Record TagsLists the tags on a Vtiger record.
Link RecordsAdds a record to a related list of another record.Yes
List Changed RecordsLists record IDs created, updated or deleted in a module since a point in time.
List ModulesLists the Vtiger modules the connected user can access.
List Related RecordsLists the records in one related list of a Vtiger record.
List Relation TypesLists the related lists (relations) a Vtiger module has.
Query RecordsQuery records by SQL statement.
Query Related RecordsPages through the related records of one module linked to a Vtiger record.
Remove Tags from RecordRemoves tags from one Vtiger record.Yes
Reopen RecordReopens a closed Vtiger record such as a won or lost deal.Yes
Search Module RecordsFinds records in a Vtiger module whose fields match the given values.
Search RecordsSearch for a record.
Unlink RecordsRemoves a record from a related list of another record. Both records stay.Yes
Update RecordUpdate a RecordYes
Update Record FieldsChanges only the given fields of a Vtiger record.Yes

Start a workflow when… (1 triggers)

  • New or Updated Record — Triggers when a new record is introduced or a record is updated. Deleted records are not emitted.

How Keystile protects it

Every Vtiger action is checked before it runs, whether it comes from an AI tool or a workflow. 13 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.

Use Vtiger with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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