vtiger_skill

Overview

This skill integrates Vtiger CRM into automation workflows so you can manage Leads, Contacts, Deals, Activities, Notes, and other Vtiger entities programmatically. It leverages the Membrane CLI to handle authentication, credentials refresh, and proxying so you focus on business logic instead of auth plumbing. Use it to create, query, update, delete, and describe Vtiger records and modules.

How this skill works

The skill calls Vtiger through Membrane actions and a proxy endpoint. Membrane exposes pre-built actions (create-record, query-records, update-record, retrieve-record, delete-record, describe-module, list-modules, etc.) and handles pagination, retries, and auth for you. When an available action doesn’t fit, you can use Membrane’s request proxy to send raw HTTP requests to Vtiger with automatic header and token management.

When to use it

• Automate lead ingestion, enrichment, and routing from external sources
• Synchronize contacts, accounts, and opportunities between systems
• Build reports or dashboards using Vtiger query-records for custom selects
• Update deal stages or tasks as part of a workflow or scheduled job
• Fetch module metadata to drive dynamic forms or field mapping logic
• Fallback to proxy requests when you need an endpoint not covered by pre-built actions

Best practices

• Use Membrane pre-built actions whenever possible to avoid manual pagination and error handling
• Discover existing actions first with membrane action list --intent=QUERY to prevent reinventing calls
• Create and reuse a single connection per tenant; Membrane manages tokens and refresh for you
• Prefer describe-module for field metadata before building integrations to ensure correct field names and types
• Avoid asking users for raw API keys—always use Membrane connection flows to keep credentials secure

Example use cases

• Create a new Lead and link it to an existing Account when a web form is submitted
• Run a nightly query-records job to export updated Contacts to a data warehouse
• Update a Deal’s stage and add an Activity when a quote is accepted
• Use describe-module to generate a UI that adapts to enabled custom fields in Vtiger
• Send a custom Vtiger API request through membrane request for an uncommon endpoint