Integration
Connect Chatling to Virtuous CRM
When New Contact/Lead fires in Chatling, your agent runs Create Contact in Virtuous CRM. 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 Chatling and Virtuous 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 Chatling can start in Virtuous CRM
When New Contact/Lead in Chatling
then Create Contact in Virtuous CRM
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 Chatling and Virtuous CRM
Triggers and actions 2 triggers · 23 actions
- New Contact/Lead
Triggers when a Chatling chatbot saves a new contact or lead.
- New Conversation
Triggers when a customer starts a new conversation with a Chatling chatbot.
- Add Knowledge Base FAQ
Adds a question and answer (FAQ) to a Chatling chatbot's knowledge base.
- Add Knowledge Base Links
Adds a webpage link to a Chatling chatbot's knowledge base so the AI can answer from it.
- Add Knowledge Base Text
Adds a block of text to a Chatling chatbot's knowledge base so the AI can answer from it.
- Create Contact
Creates a contact (lead) in a Chatling chatbot. At least one contact detail is required.
- Delete Contact
Deletes a contact from a Chatling chatbot.
- Delete Conversation
Deletes a conversation from a Chatling chatbot.
- Delete Knowledge Base Data Source
Deletes a data source (link, text or FAQ) from a Chatling chatbot's knowledge base.
- Get Chatbot
Returns one Chatling chatbot by its ID, with its name, version and visibility.
- Get Contact
Returns one contact saved by a Chatling chatbot, with name, email, phone and company.
- Get Conversation
Returns one Chatling conversation with its contact and messages.
- List Chatbots
Returns the chatbots in your Chatling project, with each chatbot's ID, name and visibility.
- List Contacts
Returns the contacts and leads saved by a Chatling chatbot.
- Create Contact
Creates a new contact (household, organization, foundation and so on) in Virtuous, with its individuals, addresses and custom fields. Does not check for duplicates.
- Create Contact Note
Creates a note on a Virtuous contact.
- Create Contact Tag
Applies an existing tag to a contact in Virtuous CRM.
- Create Gift
Creates a gift directly on a Virtuous contact record, with optional designations, premiums, payments and custom fields.
- Create Task
Creates a task in Virtuous, optionally linked to a contact and given a due date.
- Find a Contact
Finds a contact by email address, or by an external reference source and ID, and returns the full contact record.
- Find Gifts by criteria
Returns the gifts that match the criteria you supply, such as gift date, amount or contact.
- Get Contact
Returns one contact by its Virtuous contact ID, including its individuals, address, tags, giving totals and custom fields.
- Get Gift
Returns a single gift by its Virtuous gift ID, including designations, premiums, pledge payments and custom fields.
- List Campaigns
Returns the campaigns in your Virtuous account, optionally filtered by query conditions and sorted.
- List Projects
Returns the projects in your Virtuous account, optionally filtered and sorted.
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
Chatling and Virtuous CRM, answered
What can start an automation from Chatling?
Any of Chatling's 2 triggers in the catalog, including New Contact/Lead and New Conversation. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Virtuous CRM when something happens in Chatling?
Any of Virtuous CRM's 11 actions, including Create Contact, Create Contact Note, Create Contact Tag and Create Gift. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Virtuous CRM to Chatling?
Virtuous CRM has no triggers in the catalog today, so automations start in Chatling. If you need the other direction, ask: your agent reads Virtuous CRM's API documentation and adds it.
Do I have to build a connector for Chatling or Virtuous 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 Chatling and Virtuous 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.