Integration
Connect Booqable and Vitally
When Completed Payment fires in Booqable, your agent runs Create Task in Vitally, or Customer Created in Vitally to Create Customer in Booqable. 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 Booqable and Vitally 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 Booqable and Vitally can do together
From Booqable to Vitally
When Completed Payment in Booqable
then Create Task in Vitally
From Vitally to Booqable
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 Booqable and Vitally
Triggers and actions 16 triggers · 34 actions
- Completed Payment
Triggers when a payment is completed.
- Finalize Invoice
Triggers when an invoice is finalized.
- New Customer
Triggers when a new customer is added.
- New Product
Fires when a new product is created in the catalog.
- Reserved Order
Triggers when an order is reserved.
- Started Order
Triggers when an order is started.
- Stopped Order
Triggers when an order is stopped.
- Updated Order
Triggers when an order is updated.
- Create Coupon
Creates a discount coupon in Booqable with a code, a discount type and value, and optional validity dates, redemption limits and eligible items.
- Create Customer
Creates a customer in Booqable with name, email and billing defaults, plus any of the account's own customer custom fields.
- Create Order
Creates a rental order in Booqable for a customer over a rental period, with pickup or delivery locations, deposit and discount settings, and any of the account's own order custom fields.
- Find Customer - By ID
Returns one Booqable customer by its id, including the account's own customer custom fields.
- Find Customer - By Name or Email
Finds Booqable customers whose name contains the text you give, or whose email matches exactly. Give either one or both.
- Find Order - By ID
Returns one Booqable order by its id, including totals, rental period, locations and the account's own order custom fields.
- Find Product - By ID
Returns one Booqable product by its id, including pricing, tracking settings and the product group's custom fields.
- List Customers
Returns a page of Booqable customers, newest or sorted as you choose, with each customer's core details and custom field values.
- List Documents
Returns a page of Booqable documents - invoices, quotes, contracts and packing slips - optionally narrowed to one document type, order or customer.
- List Locations
Returns the rental locations set up in Booqable, with their addresses and whether pickup or delivery is enabled.
- List Orders
Returns a page of Booqable orders with their rental period, status and totals, optionally narrowed to one status or customer.
- List Payments
Returns a page of Booqable payments - charges, authorizations and refunds - optionally narrowed to one order or customer.
- List Products
Returns a page of Booqable products with their pricing and tracking settings, optionally narrowed to one product group.
- List Stock Items
Returns a page of Booqable stock items with their identifier, status and location, optionally narrowed to one product, product group or location.
- Update Customer
Updates an existing Booqable customer. Fields you leave blank keep their current values, including custom fields.
- Customer Created
Triggers when a new account (customer) is created in Vitally.
- Custom Object Instance Created
Triggers when a new instance of a custom object is created.
- Custom Object Instance Updated
Triggers when an instance of a custom object is created or updated.
- Note Created
Triggers when a new note is created in Vitally.
- NPS Response Created
Triggers when a new NPS response is recorded in Vitally.
- Organization Created
Triggers when a new organization is created in Vitally.
- Project Created
Triggers when a new project is created in Vitally.
- Task Created
Triggers when a new task is created in Vitally.
- Create Account
Creates an account (customer) in Vitally, identified by your own external ID.
- Create Note
Creates a note on an account or organization in Vitally.
- Create NPS Response
Records an NPS survey response from a user in Vitally.
- Create Organization
Creates an organization in Vitally, identified by your own external ID.
- Create Project From Template
Creates a project for an account or organization from a project template.
- Create Task
Creates a task on an account or organization in Vitally.
- Find a Customer
Returns a account by its Vitally ID or external ID.
- Find a Custom Object Instance
Finds a custom object instance by ID, external ID, linked account or a custom field value.
- Find a Note
Returns a note by its Vitally ID or external ID.
- Find a Organization
Returns a organization by its Vitally ID or external ID.
- Find a Task
Returns a task by its Vitally ID or external ID.
- Find a Teammate
Finds a Vitally team member by email address.
- Find a User
Finds a user by email address, external ID or email domain.
- Get Account Health Scores
Returns an account's health score and its breakdown.
- Update Customer Traits
Updates the name or traits of a account in Vitally; traits are merged with existing ones.
- Update Organization Traits
Updates the name or traits of a organization in Vitally; traits are merged with existing ones.
- Update Project Status
Changes a project's status in Vitally.
- Update Task
Updates a task in Vitally, for example to reassign or complete it.
- Update User Traits
Updates the name or traits of a user in Vitally; traits are merged with existing ones.
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
More from Booqable
Booqable to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Booqable to PipedrivePipedrive is a sales CRM and pipeline management tool.
Booqable to ErpnextOpen-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.
Booqable to ip-apiip-api resolves an IP address or domain name to a physical location.
Booqable to StytchUser infrastructure for modern applications
Booqable to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
More into Vitally
Salesforce to VitallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to VitallyGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to VitallyGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to VitallyGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Booqable and Vitally, answered
What can start an automation from Booqable?
Any of Booqable's 8 triggers in the catalog, including Completed Payment, New Customer, New Product and Updated Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vitally when something happens in Booqable?
Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Vitally to Booqable?
Yes. When something happens in Vitally, your agent can act in Booqable too. This page covers both directions: Vitally's triggers and Booqable's actions are listed here as well.
Do I have to build a connector for Booqable or Vitally?
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 Booqable and Vitally 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.