Integration
Connect Habitify and vTiger CRM
When New Log fires in Habitify, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Add Note in Habitify. 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 Habitify 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 Habitify and vTiger CRM can do together
From Habitify to vTiger CRM
When New Log in Habitify
then Create Contact in vTiger CRM
When New Mood in Habitify
then Create Lead in vTiger CRM
From vTiger CRM to Habitify
When New Contact (polling) in vTiger CRM
then Add Note in Habitify
When New event in vTiger CRM
then Add area in Habitify
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 Habitify and vTiger CRM
Triggers and actions 10 triggers · 33 actions
Trigger
New LogTriggers when a new log entry is recorded for the selected habit.
Trigger
New MoodTriggered when a new mood is logged on a note for the chosen habit.
Trigger
New NoteTriggers when a new note is added to the selected habit.
Trigger
New StatusTriggers when a habit is marked completed, skipped or failed for a day.
Action
Add areaCreates a new area for organizing and categorizing habits, and returns the created area.
Action
Add LogAdds a log entry with a specific value and unit to a measurable habit, for today or a chosen date.
Action
Add NoteAdds a note to a habit, with any combination of text, a mood level and photos. Returns the note that was created.
Action
Complete habitMarks a habit as completed for a specific date, with Habitify working out the log value from the habit's goal.
Action
Delete habitPermanently deletes a habit along with its logs, notes, goals and reminders. This cannot be undone.
Action
Delete habit logPermanently deletes one log entry from a habit, removing the recorded value from its tracking history.
Action
Fail habitMarks a habit as failed for a specific date, defaulting to today.
Action
Get habitReturns the full details of a habit, including its schedule, goals, reminders, areas and time-of-day periods. An error occurs if the habit is not found.
Action
Get Habit JournalReturns all your habits for a given day, with each habit's completion status, current streak and progress toward its goal.
Action
Get habit statisticsReturns aggregated statistics for a habit over an optional date range, including completion, skip and failure counts, total and average logged values, and a day-by-day progress breakdown.
Action
List areasReturns all of the areas in the Habitify account, the groups used to organize habits such as Health or Work.
Action
List habit logsReturns the log entries recorded for a habit, newest first, optionally limited to a date range.
Action
List habit notesReturns the notes attached to a habit, including each note's text, mood level, photos and creation time.
Action
List habitsReturns the habits in the account, optionally filtered by archived status, area, habit type or time of day.
Action
Skip habitMarks a habit as skipped for a specific date, for days you intentionally decide not to perform it. Returns Habitify's confirmation message.
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
More from Habitify
Habitify to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Habitify to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Habitify to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Habitify to MailchimpMailchimp marketing automation and email platform.
Habitify to StripeStripe is a payment processing platform for online businesses.
Habitify to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into vTiger CRM
HubSpot to vTiger CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to vTiger CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to vTiger CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to vTiger CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to vTiger CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to vTiger CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Habitify and vTiger CRM, answered
What can start an automation from Habitify?
Any of Habitify's 4 triggers in the catalog, including New Log, New Mood, New Note and New Status. 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 Habitify?
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 Habitify?
Yes. When something happens in vTiger CRM, your agent can act in Habitify too. This page covers both directions: vTiger CRM's triggers and Habitify's actions are listed here as well.
Do I have to build a connector for Habitify 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 Habitify 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.