--- title: "Connect Mendato and vTiger CRM - APIANT.ai" description: "When \"New Employee\" fires in Mendato, your agent runs \"Create Contact\" in vTiger CRM, or \"New Contact (polling)\" in vTiger CRM to \"Add order\" in Mendato." canonical: "https://apiant.ai/connect/mendato-to-vtiger-crm" --- # Connect Mendato and vTiger CRM When **New Employee** fires in [Mendato](https://apiant.ai/connections/mendato), your agent runs **Create Contact** in [vTiger CRM](https://apiant.ai/connections/vtiger-crm), or **New Contact (polling)** in vTiger CRM to **Add order** in Mendato. Describe the whole flow and it is built, tested on every scenario and kept running. Mendato **2** triggers Mendato **25** actions vTiger CRM **6** triggers vTiger CRM **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Mendato and vTiger 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 Mendato and vTiger CRM can do together ### From Mendato to vTiger CRM - When **New Employee** in Mendato then **Create Contact** in vTiger CRM - When **New Subcontractor** in Mendato then **Create Lead** in vTiger CRM ### From vTiger CRM to Mendato - When **New Contact (polling)** in vTiger CRM then **Add order** in Mendato - When **New event** in vTiger CRM then **Add ticket** in Mendato 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 Mendato and vTiger CRM ## Triggers and actions 8 triggers · 43 actions - Trigger **New Employee** Triggers when a new employee is added in Mendato. Optional filters limit which employees fire the trigger. - Trigger **New Subcontractor** Triggers when a new subcontractor is added in Mendato. - Action **Add employee** Creates a new employee in Mendato. - Action **Add material** GraphQL mutation createMaterial. - Action **Add object** GraphQL mutation createObject (cleaning object/property). - Action **Add order** Creates a new order (Auftrag) for an object, with the services to perform, and optionally the materials used and the employees or subcontractors assigned. - Action **Add prospect** Creates a new prospect (potential customer) in Mendato, optionally with contact persons and a first prospect object. - Action **Add quote** GraphQL mutation createQuote. - Action **Add supplier** GraphQL mutation createSupplier. - Action **Add ticket** Creates a ticket (a complaint, extra request, material demand or damage report) for an object in Mendato. - Action **Add time record** Creates a time record for an employee in Mendato, with start and end time, optional journey start, break duration and the object (site) worked at. - Action **Create Credit Note** Creates a credit note (Gutschrift) for a subcontractor in Mendato, with its line items, dates and texts. - Action **Create Customer** Creates a new customer (person or company) in Mendato with address, contact and billing details. - Action **Create Estimate** Creates a new estimate - Action **Create Invoice** Creates an invoice for a customer in Mendato, with its line items, dates and texts, optionally completing and sending it right away. - Action **Create Subcontractor** Creates a new subcontractor - Action **Find Customer** Returns up to 100 customers whose number, name, email address or contact person matches the search text. - Action **Find employees by criteria** Returns the employees that match the given criteria, such as name or personnel number, status, city or ZIP, supervisor or driving licence. - Action **Find invoices by criteria** Returns up to 100 invoices that match the search text, statuses, date ranges, payment state, customer, order, service or object you specify. - Action **Find Subcontractor** Returns up to 100 subcontractors whose number, name or other details match the search text. - Action **Get customer** Returns a single customer by id, including contact details, address, email addresses, tax details, note and tags. - Action **Get order** Returns a single order (Auftrag) by its id, including its object, status, dates, staffing requirements and services. - Action **Get prospect** Returns a single prospect (lead) by its id, with address, contact details, outcome and contact persons. - Action **Get Quote** Returns a single quote (Angebot) by its id, including its number, status, dates, customer or prospect, texts and line items. - Action **Get Supplier** Returns a single supplier (Lieferant) by its id, with name, address, contact and tax details. - Action **Get time record** Returns a single time record by its id, including its date, start and end times, breaks, employee and object. - Action **Update customer** Updates an existing customer's name, address, contact details and email addresses. Fields left blank keep their current values. - Trigger **New Contact (polling)** Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime. - Trigger **New event** Triggered 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 opportunity** Triggered when a new opportunity (Potential) is created in vTiger CRM. - Trigger **New organization** Triggered when any new organization (Account) is added in vTiger CRM. - Trigger **New ticket** Triggered when any new ticket (HelpDesk record) is added. - Action **Create Account** Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields. - Action **Create Contact** Create a Contact in vTiger. Provide lastname (required) and any other Contact fields. - Action **Create Lead** Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields. - Action **Create Opportunity** Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields. - Action **Create Record** Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values). - Action **Create Ticket** Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields. - Action **Delete Record** Delete a vTiger record by its id (e.g. 11x123). - Action **Describe Module** Describe 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 Accounts** List Accounts (organizations) via VTQL. Optional limit (default 100). - Action **List Contacts** List Contacts via VTQL. Optional limit (default 100). - Action **List Leads** List Leads via VTQL. Optional limit (default 100). - Action **List Modules (listtypes)** List all accessible vTiger modules (element types). - Action **List Opportunities** List Opportunities (Potentials) via VTQL. Optional limit (default 100). - Action **List Tickets** List 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 Record** Retrieve a single record by its vTiger record id (e.g. 11x123). - Action **Update Record** Update an existing vTiger record. The element JSON must include the record id and all mandatory fields. ## Each app on its own - [ **Mendato** Mendato is a cloud-based software for cleaning companies that manages staff, shifts, time tracking, and...](https://apiant.ai/connections/mendato) - [ **vTiger CRM** vTiger is an open source CRM forked from the popular SugarCRM.](https://apiant.ai/connections/vtiger-crm) Reviews ## What our customers say ## More from Mendato - [ **Mendato to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mendato-to-salesforce) - [ **Mendato to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mendato-to-slack) - [ **Mendato to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mendato-to-stripe) - [ **Mendato to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mendato-to-shopify) - [ **Mendato to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/mendato-to-quickbooks-online) - [ **Mendato to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/mendato-to-pipedrive) ## More into vTiger CRM - [ **HubSpot to vTiger CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vtiger-crm) - [ **Salesforce to vTiger CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vtiger-crm) - [ **Slack to vTiger CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vtiger-crm) - [ **Google Sheets to vTiger CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-vtiger-crm) - [ **Gmail to vTiger CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vtiger-crm) - [ **Google Calendar to vTiger CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vtiger-crm) Questions ## Mendato and vTiger CRM, answered ### ### What can start an automation from Mendato? Any of Mendato's 2 triggers in the catalog, including New Employee and New Subcontractor. 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 Mendato? 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 Mendato? Yes. When something happens in vTiger CRM, your agent can act in Mendato too. This page covers both directions: vTiger CRM's triggers and Mendato's actions are listed here as well. ### ### Do I have to build a connector for Mendato 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 Mendato 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.