vtiger

# Vtiger

Vtiger is a CRM platform that helps businesses manage their sales, marketing, and customer support activities. It's used by sales teams, marketing departments, and customer service representatives to streamline their workflows and improve customer relationships.

Official docs: https://www.vtiger.com/docs/

## Vtiger Overview

- **Contacts**
- **Leads**
- **Potentials**
- **Accounts**
- **Quotes**
- **Sales Orders**
- **Invoices**
- **Products**
- **Services**
- **Documents**
- **Emails**
- **SMS**
- **Campaigns**
- **Vendors**
- **Purchase Orders**
- **Price Books**
- **Activities**
  - **Events**
  - **Tasks**
- **Comments**
- **Groups**
- **Users**
- **Roles**
- **Profiles**
- **Currencies**
- **Taxes**
- **Inventory Adjustments**
- **Projects**
  - **Project Tasks**
  - **Project Milestones**
- **Assets**
- **Service Contracts**
- **Help Desk**
- **Custom Module**

## Working with Vtiger

This skill uses the Membrane CLI to interact with Vtiger. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

### Install the CLI

Install the Membrane CLI so you can run `membrane` from the terminal:

```bash
npm install -g @membranehq/cli
```

### First-time setup

```bash
membrane login --tenant
```

A browser window opens for authentication.

**Headless environments:** Run the command, copy the printed URL for the user to open in a browser, then complete with `membrane login complete <code>`.

### Connecting to Vtiger

1. **Create a new connection:**
   ```bash
   membrane search vtiger --elementType=connector --json
   ```
   Take the connector ID from `output.items[0].element?.id`, then:
   ```bash
   membrane connect --connectorId=CONNECTOR_ID --json
   ```
   The user completes authentication in the browser. The output contains the new connection id.

### Getting list of existing connections
When you are not sure if connection already exists:
1. **Check existing connectio...