vtiger

What This Skill Does

The Vtiger skill for OpenClaw provides a robust interface to interact with your Vtiger CRM ecosystem directly from your AI agent. By leveraging the Membrane CLI infrastructure, this skill bridges the gap between your conversational agent and your customer relationship management data. It supports a comprehensive range of entities, including Contacts, Leads, Potentials, Accounts, Quotes, Invoices, and various activity-based tracking like Tasks and Events. Whether you need to retrieve customer histories, update deal statuses, manage support tickets (Help Desk), or track project milestones, this skill handles the heavy lifting, including authentication persistence and credential management, ensuring your workflows remain uninterrupted.

Installation

To integrate the Vtiger skill into your OpenClaw environment, ensure you have the Membrane CLI installed by running npm install -g @membranehq/cli. After installing, perform a one-time authentication using membrane login --tenant. Once authenticated, install the skill using the command: clawhub install openclaw/skills/skills/gora050/vtiger. Finally, identify your Vtiger connector using membrane search vtiger --elementType=connector --json and initiate the connection flow with membrane connect --connectorId=YOUR_CONNECTOR_ID. You are now ready to perform CRM operations programmatically via natural language.

Use Cases

This skill is perfect for sales teams needing to update deal stages on the fly, customer support representatives looking up ticket status during calls, and managers syncing lead information from various channels. It can automate the logging of communications, update contact details from email threads, or generate reports on open invoices. By offloading these CRUD operations to an AI agent, teams save significant time on data entry and context switching.

Example Prompts

• "List all open leads for the last week and create a follow-up task for each in Vtiger."
• "What is the current status of the potential deal with Acme Corp?"
• "Create a new contact named Jane Doe for the organization TechFlow with her email as [email protected]."

Tips & Limitations

Always check your existing connections using membrane connection list --json before initializing a new one to avoid clutter. When unsure about the specific fields required for an action, use membrane action list --intent=QUERY --connectionId=CONNECTION_ID --json to inspect the schema. Note that complex operations involving bulk updates or custom module interactions may require specific permission mapping within your Vtiger account. Ensure your API keys have the appropriate scope for read/write access to avoid execution errors.