Integration
Connect ActiveTrail and vTiger CRM
When Contact Added to Group fires in ActiveTrail, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Add Contact to Group in ActiveTrail. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ActiveTrail and vTiger CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ActiveTrail and vTiger CRM can do together
From ActiveTrail to vTiger CRM
When Contact Added to Group in ActiveTrail
then Create Contact in vTiger CRM
When Contact Updated in ActiveTrail
then Create Lead in vTiger CRM
From vTiger CRM to ActiveTrail
When New Contact (polling) in vTiger CRM
then Add Contact to Group in ActiveTrail
When New event in vTiger CRM
then Add email campaign in ActiveTrail
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ActiveTrail and vTiger CRM
Triggers and actions 10 triggers · 33 actions
Trigger
Contact Added to GroupTriggers when a contact is added to a group (any group).
Trigger
Contact Removed From GroupTriggers when a contact is removed from a group (any group).
Trigger
Contact UnsubscribedTriggers when a contact unsubscribes from receiving further emails.
Trigger
Contact UpdatedTriggers when a contact record in ActiveTrail is updated via the API (status or details).
Action
Add Contact to GroupAdd a new or an existing contact to a specific group (The new contact will be created if not already exists).
Action
Add email campaignCreates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft.
Action
Add groupCreates a new group in your ActiveTrail account and returns it.
Action
Add orderAdds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products.
Action
Add templateCreate a template in My Templates.
Action
Delete groupDeletes a group from the ActiveTrail account.
Action
Find GroupReturns up to 100 groups whose name matches the search term.
Action
Get email campaignRetrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data.
Action
Get groupGet a group's details (name, contact counts, creation date) by its id.
Action
Get orderReturns a commerce order by your store's order id.
Action
Get templateReturns one of your My Templates by id: its name, subject and category.
Action
List email campaignsLists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range.
Action
List groupsLists the groups in the ActiveTrail account, optionally filtered by group name.
Action
Remove Contact From GroupRemoves a contact from an ActiveTrail group. The contact itself stays in the account.
Action
Update groupRename an existing ActiveTrail group.
Trigger
New Contact (polling)Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New eventTriggered when any new event is added to your calendar.
Trigger
New Lead (polling)Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New opportunityTriggered when a new opportunity (Potential) is created in vTiger CRM.
Trigger
New organizationTriggered when any new organization (Account) is added in vTiger CRM.
Trigger
New ticketTriggered when any new ticket (HelpDesk record) is added.
Action
Create AccountCreate an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
Action
Create ContactCreate a Contact in vTiger. Provide lastname (required) and any other Contact fields.
Action
Create LeadCreate a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
Action
Create OpportunityCreate an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
Action
Create RecordCreate a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
Action
Create TicketCreate a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
Action
Delete RecordDelete a vTiger record by its id (e.g. 11x123).
Action
Describe ModuleDescribe the fields and metadata of a vTiger module.
Action
Get Current User (me)Return the logged-in vTiger user — useful as a connection/auth smoke test.
Action
List AccountsList Accounts (organizations) via VTQL. Optional limit (default 100).
Action
List ContactsList Contacts via VTQL. Optional limit (default 100).
Action
List LeadsList Leads via VTQL. Optional limit (default 100).
Action
List Modules (listtypes)List all accessible vTiger modules (element types).
Action
List OpportunitiesList Opportunities (Potentials) via VTQL. Optional limit (default 100).
Action
List TicketsList Help Desk Tickets via VTQL. Optional limit (default 100).
Action
Query (VTQL)Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
Action
Retrieve RecordRetrieve a single record by its vTiger record id (e.g. 11x123).
Action
Update RecordUpdate an existing vTiger record. The element JSON must include the record id and all mandatory fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
ActiveTrail and vTiger CRM, answered
What can start an automation from ActiveTrail?
Any of ActiveTrail's 4 triggers in the catalog, including Contact Added to Group, Contact Removed From Group, Contact Updated and Contact Unsubscribed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in vTiger CRM when something happens in ActiveTrail?
Any of vTiger CRM's 18 actions, including Create Account, Create Contact, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from vTiger CRM to ActiveTrail?
Yes. When something happens in vTiger CRM, your agent can act in ActiveTrail too. This page covers both directions: vTiger CRM's triggers and ActiveTrail's actions are listed here as well.
Do I have to build a connector for ActiveTrail or vTiger CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ActiveTrail and vTiger CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.