Connectors / Service / Virtuous CRM
Virtuous CRMCreate world-class user engagement campaigns
The tray.io Virtuous CRM connector allows you to create, update, delete, archive, get and list contacts.
When using the Virtuous CRM connector, the first thing you will have to do is click on 'New Authentication' in the step editor:
Ensure you correctly add your Virtuous username/email and password correctly otherwise operations will not be able to be ran correctly.
Latest version: 1.1
List custom fields for contacts DDL
Archive a contactArchive a contact using its unique identifier given by Virtuous.
Create contactCreate a new contact for Virtuous CRM.
Follow contact by IDFollow a contact using their given ID.
Get contact by IDGet contact information using their Virtuous ID
Get contact by reference source and reference IDGet contact information using a reference source and reference ID.
List types of contact methods DDL
List activity of contacts followedLists the activity of contacts which are followed by this account.
List contact name prefixesList 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 typesLists all contact types on Virtuous.
List custom fields for contact individuals DDL
List custom fields for contactsList all custom fields for contacts on Virtuous.
List followed contactsList 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 contactToggle the setting of whether the user follows the given contact
Unfollow contact by IDUnfollow a contact using their given ID.
Update contactRewrite 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 contactReturn a list of tags for the specified contact
List tags for current organisationReturn a list of the current organisation tags
List tags for current organisation DDLReturn a list of the current organisation tags
Create new tag for contactCreate a new contact tag for the specified contact.