Connectors / Service / Virtuous CRM

Artisan IMG > Virtuous CRM (virtuous-crm)

Virtuous CRM

Create world-class user engagement campaigns

Overview

The tray.io Virtuous CRM connector allows you to create, update, delete, archive, get and list contacts.

Authentication

When using the Virtuous CRM connector, the first thing you will have to do is click on 'New Authentication' in the step editor:

add-auth

Ensure you correctly add your Virtuous username/email and password correctly otherwise operations will not be able to be ran correctly.

virtuous-docs-username_authentication.png

All Operations

Latest version:

1.1

List custom fields for contacts DDL

Archive a contact

Archive a contact using its unique identifier given by Virtuous.

Create contact

Create a new contact for Virtuous CRM.

Follow contact by ID

Follow a contact using their given ID.

Get contact by ID

Get contact information using their Virtuous ID

Get contact by reference source and reference ID

Get contact information using a reference source and reference ID.

List types of contact methods DDL

List activity of contacts followed

Lists the activity of contacts which are followed by this account.

List contact name prefixes

List al the contact name prefixes used on this account.

List contact name prefixes DDL

List contacts within proximity of a geocoordinate.

List all those contacts within a given proximity using latitude and longitude coordinates provided.

List contact types

Lists all contact types on Virtuous.

List contact types DDL

List custom fields for contact individuals DDL

List custom fields for contacts

List all custom fields for contacts on Virtuous.

List followed contacts

List all the contacts which are being followed by this account,

Search contacts

Find all contacts that match, fully or partially, the given search parameters.

Toggle follow contact

Toggle the setting of whether the user follows the given contact

Unfollow contact by ID

Unfollow a contact using their given ID.

Update contact

Rewrite information about an existing contact using their unique ID. Any fields left blank will be overridden and cleared. It is important you fill in all blanks that you do not want to be overriden.

List tags for contact

Return a list of tags for the specified contact

List tags for current organisation

Return a list of the current organisation tags

List tags for current organisation DDL

Return a list of the current organisation tags

Create new tag for contact

Create a new contact tag for the specified contact.