--- title: "Connect Cisco WebEx to Virtuous CRM - APIANT.ai" description: "When \"New meeting\" fires in Cisco WebEx, your agent runs \"Create Contact\" in Virtuous CRM." canonical: "https://apiant.ai/connect/cisco-webex-to-virtuous-crm" --- # Connect Cisco WebEx to Virtuous CRM When **New meeting** fires in [Cisco WebEx](https://apiant.ai/connections/cisco-webex), your agent runs **Create Contact** in [Virtuous CRM](https://apiant.ai/connections/virtuous-crm). Describe the whole flow and it is built, tested on every scenario and kept running. Cisco WebEx **2** triggers Cisco WebEx **10** actions Virtuous CRM **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cisco WebEx and Virtuous CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Cisco WebEx can start in Virtuous CRM - When **New meeting** in Cisco WebEx then **Create Contact** in Virtuous CRM - When **New message** in Cisco WebEx then **Create Task** 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 Cisco WebEx and Virtuous CRM ## Triggers and actions 2 triggers · 17 actions - Trigger **New meeting** Fires when a meeting is created. Webhook resource=meetings event=created - Trigger **New message** Fires when a message is created in a space. - Action **Add meeting** Schedules a new Webex meeting (or webinar / personal room meeting) and returns the created meeting. - Action **Add message** Posts a plain-text or Markdown message, optionally with one file or one card, to a Webex space or directly to a person. - Action **Add room** Creates a Webex space (room). The connected user is automatically added as a member. - Action **Delete meeting** Deletes a scheduled meeting or an entire meeting series. A deleted meeting cannot be recovered. - Action **Find people by criteria** Returns up to 100 people in the Webex organization that match the specified email, name, IDs, roles or location. - Action **Get meeting** Retrieves the details of a Webex meeting series, scheduled meeting or meeting instance by its id. - Action **Get membership** Returns one space membership: who the member is, which space, and whether they moderate it. - Action **List messages** Lists the messages in a Webex space, newest first. Optionally narrow to replies in one thread, messages mentioning you, or messages sent before a date or message. - Action **List rooms** List the Webex spaces (rooms) the connected user belongs to, optionally filtered by team or type. - Action **Update meeting** Updates a meeting series or a single scheduled meeting in Webex. Only the fields you fill in are changed. - Action **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. - Action **Create Task** Creates a task in Virtuous, optionally linked to a contact and given a due date. - Action **Find a Contact** Finds a contact by email address, or by an external reference source and ID, and returns the full contact record. - Action **Get Contact** Returns one contact by its Virtuous contact ID, including its individuals, address, tags, giving totals and custom fields. - Action **Get Gift** Returns a single gift by its Virtuous gift ID, including designations, premiums, pledge payments and custom fields. - Action **List Campaigns** Returns the campaigns in your Virtuous account, optionally filtered by query conditions and sorted. - Action **List Projects** Returns the projects in your Virtuous account, optionally filtered and sorted. ## Each app on its own - [ **Cisco WebEx** Cisco Webex — messaging, meetings, and webinars collaboration platform.](https://apiant.ai/connections/cisco-webex) - [ **Virtuous CRM** Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.](https://apiant.ai/connections/virtuous-crm) Reviews ## What our customers say ## More from Cisco WebEx - [ **Cisco WebEx to Equipme** Resource management platform for tracking equipment, employees, departments, locations, orders, and billing.](https://apiant.ai/connect/cisco-webex-to-equipme) - [ **Cisco WebEx to Raider** Raider.IO scores and ranks World of Warcraft characters and guilds on Mythic+ dungeon and raid progression.](https://apiant.ai/connect/cisco-webex-to-raider) - [ **Cisco WebEx to Vestaboard** Vestaboard is a smart messaging display that connects and inspires people.](https://apiant.ai/connect/cisco-webex-to-vestaboard) - [ **Cisco WebEx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cisco-webex-to-hubspot) - [ **Cisco WebEx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cisco-webex-to-salesforce) - [ **Cisco WebEx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cisco-webex-to-slack) ## More into Virtuous CRM - [ **HubSpot to Virtuous CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-virtuous-crm) - [ **Salesforce to Virtuous CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-virtuous-crm) - [ **Slack to Virtuous CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-virtuous-crm) - [ **Google Sheets to Virtuous CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-virtuous-crm) - [ **Gmail to Virtuous CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-virtuous-crm) - [ **Google Calendar to Virtuous CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-virtuous-crm) Questions ## Cisco WebEx and Virtuous CRM, answered ### ### What can start an automation from Cisco WebEx? Any of Cisco WebEx's 2 triggers in the catalog, including New meeting and New message. 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 Cisco WebEx? Any of Virtuous CRM's 7 actions, including Create Contact, Create Task, Find a Contact and Get Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Virtuous CRM to Cisco WebEx? Virtuous CRM has no triggers in the catalog today, so automations start in Cisco WebEx. 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 Cisco WebEx 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 Cisco WebEx 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.