FAQs in this section
What is Vtiger CRM?
What is One Growth Edition in Vtiger CRM?
What are the modules included in the One Growth edition?
What are the Add-ons that can be purchased with the One Growth edition?
List the features available in the One Growth edition.
List the benefits of Vtiger’s One Growth edition.
List the feature limits of the One Growth edition.
What is the Vtiger One AI edition?
What are the features of Vtiger One AI editions?
Who can use Vtiger One AI edition?
What should I do if I get a 404 error in the CRM?
What is the 404 error in Vtiger CRM?
How do I increase the limits for the Approvals feature?
What is an OTP?
What are OTP Rules in Vtiger?
What are the benefits of using OTP Rules and Validation?
Is OTP Rules an Add-on?
How do OTP Rules work?
What is Vtiger’s OTP Rules feature?
What is OTP Verification?
How do I install the OTP Rules Add-on?
Where do I find OTP Rules in the CRM after installing it?
How do I create OTP Rules in Vtiger?
How do I send an OTP from Vtiger CRM?
What is OTP Validation?
What are the limitations of OTP Rules and Validation in Vtiger?
Is Kosovo available in the Global Country Picklist, and what country code does it use?
Can I add additional OTP Rules if I run out of limits?
How do I cancel my email campaign subscription?
For which modules is the Vtiger Connections feature available?
What is the Vtiger Connections feature?
Can Sales teams use the Vtiger Connections feature?
What are Connection Types, and how can they be customized?
Can I create custom Connection Types?
Who can add new Connection Types in the CRM?
What are some examples of Connection Types?
What is the difference between the Relationships feature and the Connections feature?
How do I customize the properties of connections?
What should I check if a connection record fails to save?
Why are my connections not visible in the record details or related modules?
How can I prevent duplicate connections from being created?
How can I identify and resolve data integrity problems?
How do I view and manage connections in a record?
How do I add a new connection between two records?
What makes Vtiger a unified product?
How does Vtiger’s One View feature help organizations?
Is Vtiger adaptable to different business sizes and industries?
Where can I find the pricing of Vtiger CRM?
What are the features available in Vtiger CRM?

How do I use OTP Rules API Save Requests?

You can use OTP Rules for API Save Requests. 

When saving via APIs, OTP validation is required if the criteria match your configured OTP rule. In such cases, you must send the OTP value and the API request. Follow the below steps to send the OTP value with the API save request.

  • Set up a Workflow to trigger the Send OTP action for the criteria that match API save conditions.
    • Receive OTP via Email, SMS, or WhatsApp and save it.
  • Send the OTP value with the API requests.

The accepted OTP format in APIs is OTPRULES_OTP_(rule id) or OTPRULES_OTP_(sanitized rule name), where all non-alphanumeric characters are removed from the rule name. For example, if the rule name is Test Rule 1 & Test 2 @ XYZ, it becomes TestRule1Test2XYZ.

You can include The OTP value in both request data and headers:

  • Request data should be separated by underscores (for example, OTPRULES_OTP_(ruleid) or OTPRULES_OTP_(sanitized rule name)).
  • Headers data should be separated by hyphens (for example, OTPRULES-OTP-(rule id) or OTPRULES-OTP-(sanitized rule name)).

Note: This is case insensitive, meaning the characters can be in upper case, lower case, or the same case as the name. Headers sent with underscores will be converted to hyphens server-side.

Points to remember:

  • Ensure appropriate trigger conditions to prevent record save issues.
  • OTP Rules don't lock records but prevent entering specified states without OTP verification.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube