Integration
Connect CATS and Vitally
When Candidate Updated fires in CATS, your agent runs Create Task in Vitally, or Customer Created in Vitally to Create a Contact in CATS. 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 CATS 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 CATS and Vitally can do together
From CATS to Vitally
When Candidate Updated in CATS
then Create Task in Vitally
When Company Status Changed in CATS
then Update Customer Traits in Vitally
From Vitally to CATS
When Customer Created in Vitally
then Create a Contact in CATS
When Custom Object Instance Created in Vitally
then Create a Task in CATS
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 CATS and Vitally
Triggers and actions 22 triggers · 41 actions
Trigger
Candidate UpdatedTriggers when a candidate is updated in CATS.
Trigger
Company Status ChangedTriggers when a company's status is changed in CATS.
Trigger
Company UpdatedTriggers when a company is updated in CATS.
Trigger
Contact Status ChangedTriggers when a contact's status changes in CATS.
Trigger
Contact UpdatedTriggers when a contact is updated in CATS.
Trigger
Custom TriggerTriggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
Trigger
Job Status ChangedTriggers when a job's status changes in CATS, returning the job with its previous and new status ids.
Trigger
New ActivityTriggers when a new activity (call, email, meeting, note) is logged in CATS.
Trigger
New CandidateTriggers when a new candidate is created in CATS.
Trigger
New CompanyTriggers when a new company is created in CATS.
Trigger
New ContactTriggers when a new contact is created in CATS.
Trigger
New JobTriggers when a new job order is created in CATS.
Trigger
New PipelineTriggers when a candidate is added to a job's pipeline in CATS.
Trigger
Pipeline UpdatedTriggers when a pipeline (a candidate's placement on a job) is updated in CATS.
Action
Add Candidate to PipelineAdds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
Action
Change Company StatusChanges the status of a company in CATS, optionally choosing which status-change triggers fire.
Action
Change Contact StatusChanges the status of a contact in CATS, optionally choosing which status triggers fire.
Action
Change Job StatusChanges the status of a job in CATS, optionally choosing which status triggers fire.
Action
Create a CandidateCreates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
Action
Create a CompanyCreates a new company record in CATS and returns its ID.
Action
Create a ContactCreates a contact in CATS linked to a company and owner, and returns the new contact's ID.
Action
Create a JobCreates a new job order in CATS and returns its ID.
Action
Create a TaskCreates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
Action
Find a CandidateSearches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
Action
Find a CompanySearches CATS companies by text and returns the matching companies.
Action
Find a ContactSearches CATS contacts by text and returns the matching contacts.
Action
Find a JobSearches CATS jobs by text and returns the matching jobs.
Action
Find a UserFinds CATS users whose email, username or name matches the search term.
Action
Get ActivityReturns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
Action
Get PipelineReturns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
Action
Get TaskReturns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
Action
Log Candidate ActivityLogs an activity (call, email, meeting or other) against a candidate in CATS.
Action
Update CandidateUpdates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
Action
Update CompanyUpdates an existing company in CATS, including its name, owner, contact details, address and custom field values.
Action
Update ContactUpdates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
Action
Update PipelineUpdates the rating of a candidate's pipeline record on a job in CATS.
Trigger
Customer CreatedTriggers when a new account (customer) is created in Vitally.
Trigger
Custom Object Instance CreatedTriggers when a new instance of a custom object is created.
Trigger
Custom Object Instance UpdatedTriggers when an instance of a custom object is created or updated.
Trigger
Note CreatedTriggers when a new note is created in Vitally.
Trigger
NPS Response CreatedTriggers when a new NPS response is recorded in Vitally.
Trigger
Organization CreatedTriggers when a new organization is created in Vitally.
Trigger
Project CreatedTriggers when a new project is created in Vitally.
Trigger
Task CreatedTriggers when a new task is created in Vitally.
Action
Create AccountCreates an account (customer) in Vitally, identified by your own external ID.
Action
Create NoteCreates a note on an account or organization in Vitally.
Action
Create NPS ResponseRecords an NPS survey response from a user in Vitally.
Action
Create OrganizationCreates an organization in Vitally, identified by your own external ID.
Action
Create Project From TemplateCreates a project for an account or organization from a project template.
Action
Create TaskCreates a task on an account or organization in Vitally.
Action
Find a CustomerReturns a account by its Vitally ID or external ID.
Action
Find a Custom Object InstanceFinds a custom object instance by ID, external ID, linked account or a custom field value.
Action
Find a NoteReturns a note by its Vitally ID or external ID.
Action
Find a OrganizationReturns a organization by its Vitally ID or external ID.
Action
Find a TaskReturns a task by its Vitally ID or external ID.
Action
Find a TeammateFinds a Vitally team member by email address.
Action
Find a UserFinds a user by email address, external ID or email domain.
Action
Get Account Health ScoresReturns an account's health score and its breakdown.
Action
Update Customer TraitsUpdates the name or traits of a account in Vitally; traits are merged with existing ones.
Action
Update Organization TraitsUpdates the name or traits of a organization in Vitally; traits are merged with existing ones.
Action
Update Project StatusChanges a project's status in Vitally.
Action
Update TaskUpdates a task in Vitally, for example to reassign or complete it.
Action
Update User TraitsUpdates 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 CATS
CATS to TallysoNo-code form builder for surveys, lead generation, and payment collection forms.
CATS to TranscriptFetchTranscripts for YouTube, TikTok, Instagram videos and podcasts as clean text or timestamped JSON
CATS to TursoDistributed SQLite-compatible database platform for creating per-user cloud databases with sync.
CATS to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CATS to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CATS to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
More into Vitally
HubSpot to VitallyHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to VitallySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to VitallySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
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
CATS and Vitally, answered
What can start an automation from CATS?
Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vitally when something happens in CATS?
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 CATS?
Yes. When something happens in Vitally, your agent can act in CATS too. This page covers both directions: Vitally's triggers and CATS's actions are listed here as well.
Do I have to build a connector for CATS 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 CATS 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.