Integration
Connect OwnerRez and vTiger CRM
When New inquiry fires in OwnerRez, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Add message in OwnerRez. 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 OwnerRez 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 OwnerRez and vTiger CRM can do together
From OwnerRez to vTiger CRM
When New inquiry in OwnerRez
then Create Contact in vTiger CRM
When New payment in OwnerRez
then Create Lead in vTiger CRM
From vTiger CRM to OwnerRez
When New Contact (polling) in vTiger CRM
then Add message in OwnerRez
When New event in vTiger CRM
then Add guest in OwnerRez
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 OwnerRez and vTiger CRM
Triggers and actions 8 triggers · 34 actions
Trigger
New inquiryTriggers when a new inquiry is received in OwnerRez.
Trigger
New paymentTriggers when a new payment is recorded on a booking in OwnerRez.
Action
Add guestCreates a new guest in OwnerRez with their name, contact details and marketing preferences.
Action
Add messagePosts a new message to an existing OwnerRez guest message thread, optionally with an image attachment.
Action
Add quoteCreates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email.
Action
Add TagAdds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez.
Action
Booking LookupReturns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values.
Action
Create Guest Updated Webhook SubscriptionSubscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez.
Action
Delete guestRemoves a guest from your OwnerRez account.
Action
Guest LookupFinds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates.
Action
List bookingsReturns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time.
Action
List inquiriesReturns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date.
Action
List paymentsReturns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date.
Action
List propertiesReturns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method.
Action
Modify BookingUpdates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed.
Action
Property LookupReturns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values.
Action
Remove TagRemoves a tag, by name, from an OwnerRez booking, guest, property or other record.
Action
Update guestUpdates an existing guest in OwnerRez, changing only the details you fill in.
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
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Questions
OwnerRez and vTiger CRM, answered
What can start an automation from OwnerRez?
Any of OwnerRez's 2 triggers in the catalog, including New inquiry and New payment. 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 OwnerRez?
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 OwnerRez?
Yes. When something happens in vTiger CRM, your agent can act in OwnerRez too. This page covers both directions: vTiger CRM's triggers and OwnerRez's actions are listed here as well.
Do I have to build a connector for OwnerRez 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 OwnerRez 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.