Trigger processes for surveys in the Process Designer

We have enabled a new option in the Process Designer to trigger a process for Vtiger Surveys. Called Survey Submitted, it allows you to perform specific actions when a Contact or a Lead submits a survey.

The Process Designer lets you select the Survey name for which the process has to be triggered and action performed. This is particularly useful when you want to trigger actions on a particular answer submitted by a customer. With this feature, you can make customer survey feedbacks actionable.

For example, when a customer submits a high NPA score, you may want to contact them to write a case study. If they give a low score, you will want your support team to follow up and understand their problems.

And not just the above, you will be able to review answers for specific questions in the survey and trigger an internal task or schedule a meeting with the customer. You can also send SMS or WhatsApp messages to your customers or create customer-related records.

This option is in addition to the created/updated/manual options already available to trigger processes.

VTAP Tables

Create independent tables to store your data

If you are building custom extensions and want to store linear data in Vtiger, you can use VTAP Tables. They store data for you, just like a database.

This data can be accessed from REST APIs as well as JavaScript APIs from within the CRM. For more details, please check our article here.

One of our customers uses the Zenoti salon software to manage their salons. 

The software provides features to optimize appointment scheduling, online booking, customer management, marketing, billing, and payments.

The customer wanted to sync their customer and appointment details to Vtiger and have their call center agents follow up with the customer to confirm the appointments.

For this, we recommended they use the API Designer Webhooks feature - these incoming webhooks listen to events triggered in other systems. Once the event is received, it can create, update, or delete records in Vtiger.

Zenoti allows you to configure a webhook URL for events - when an appointment is created, moved, or deleted or the status is changed. Along with these events, it also listens to when a customer is added, updated, or removed from their system.

Let us see how this works. 

To achieve this integration, go to Platform > Api Designer > Add a Webhook. Using VADL XML notations, map the response of the Zenoti webhook to Vtiger Actions. You will be able to create, update, select, or even delete a record in Vtiger. 

For more details, please read our documentation for configuring Incoming Webhooks.

Watch our video to learn how you can call Amazon’s Lambda functions from Vtiger’s API Designer. 

Our video demonstrates how you can use Amazon’s Lambda function and perform complex computations, derive required results, and update them in Vtiger.

Watch our video to learn how you can call Amazon’s Lambda functions from Vtiger’s API Designer. 

Our video demonstrates how you can use Amazon’s Lambda function and perform complex computations, derive required results, and update them in Vtiger.

Solr is an open-source enterprise-search platform. Its major features include full-text search, hit highlighting, faceted search, real-time indexing, dynamic clustering, database integration, NoSQL features, and rich document handling.

Another visualization tool you may also want to check out is Apache Zeppelin.

We are extending our Survey to get feedback on what you want to see in the VTAP low-code and no-code platforms.

Take this survey to share your experience and input. 

The survey is valid till 31 March 2023.

We are extending our Survey to get feedback on what you want to see in the VTAP low-code and no-code platforms.

Take this survey to share your experience and input. 

The survey is valid till 31 March 2023.

Insights Designer: A new tool that allows you to build advanced dashboards by writing Custom SQL. (March)