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Accounts

Description

Account form bridge template. The resulting bridge will convert form submissions into Vtiger accounts (organizations).

Form layout

Blueprint of the template’s form

Wizard

Schema of the wizard steps and its fields

Credential

  • Name
    text
  • Username
    text
  • Access Key
    text

Backend

  • Vtiger URL
    url
  • Name
    text

Form

  • Form title
    text

Bridge

  • Assigned User
    select
  • Account Type
    select
  • Industry
    select
  • Bridge name
    text