--- title: "Connect Passcreator and Vitally - APIANT.ai" description: "When \"New Pass Template Created\" fires in Passcreator, your agent runs \"Create Project From Template\" in Vitally." canonical: "https://apiant.ai/connect/passcreator-to-vitally" --- # Connect Passcreator and Vitally When **New Pass Template Created** fires in [Passcreator](https://apiant.ai/connections/passcreator), your agent runs **Create Project From Template** in [Vitally](https://apiant.ai/connections/vitally), or **Customer Created** in Vitally to **Add App Scan** in Passcreator. Describe the whole flow and it is built, tested on every scenario and kept running. Passcreator **5** triggers Passcreator **2** actions Vitally **8** triggers Vitally **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Passcreator and Vitally 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 Passcreator and Vitally can do together ### From Passcreator to Vitally - When **New Pass Template Created** in Passcreator then **Create Project From Template** in Vitally - When **New Wallet Pass Created** in Passcreator then **Create Task** in Vitally ### From Vitally to Passcreator - When **Customer Created** in Vitally then **Add App Scan** in Passcreator - When **Custom Object Instance Created** in Vitally then **Void Pass** in Passcreator 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 Passcreator and Vitally ## Triggers and actions 13 triggers · 21 actions - Trigger **New Pass Template Created** Fires when a new pass template is created. - Trigger **New Wallet Pass Created** Triggers when a new Wallet pass is created within Passcreator. - Trigger **Pass Marked Voided** Fires when a Passcreator wallet pass is marked voided through an update (not when it voids by expiring). - Trigger **Pass Template Updated** Fires when a pass template's fields, styling, or properties are updated. - Trigger **Pass Updated** Fires when an existing wallet pass is updated. - Action **Add App Scan** Records a scan of a wallet pass against one of your Passcreator App Configurations (validation setups), optionally voiding the pass. - Action **Void Pass** Marks a Passcreator wallet pass as voided (the barcode is greyed out on the holder's phone and the pass can no longer be used), or restores a voided pass. - Trigger **Customer Created** Triggers when a new account (customer) is created in Vitally. - Trigger **Custom Object Instance Created** Triggers when a new instance of a custom object is created. - Trigger **Custom Object Instance Updated** Triggers when an instance of a custom object is created or updated. - Trigger **Note Created** Triggers when a new note is created in Vitally. - Trigger **NPS Response Created** Triggers when a new NPS response is recorded in Vitally. - Trigger **Organization Created** Triggers when a new organization is created in Vitally. - Trigger **Project Created** Triggers when a new project is created in Vitally. - Trigger **Task Created** Triggers when a new task is created in Vitally. - Action **Create Account** Creates an account (customer) in Vitally, identified by your own external ID. - Action **Create Note** Creates a note on an account or organization in Vitally. - Action **Create NPS Response** Records an NPS survey response from a user in Vitally. - Action **Create Organization** Creates an organization in Vitally, identified by your own external ID. - Action **Create Project From Template** Creates a project for an account or organization from a project template. - Action **Create Task** Creates a task on an account or organization in Vitally. - Action **Find a Customer** Returns a account by its Vitally ID or external ID. - Action **Find a Custom Object Instance** Finds a custom object instance by ID, external ID, linked account or a custom field value. - Action **Find a Note** Returns a note by its Vitally ID or external ID. - Action **Find a Organization** Returns a organization by its Vitally ID or external ID. - Action **Find a Task** Returns a task by its Vitally ID or external ID. - Action **Find a Teammate** Finds a Vitally team member by email address. - Action **Find a User** Finds a user by email address, external ID or email domain. - Action **Get Account Health Scores** Returns an account's health score and its breakdown. - Action **Update Customer Traits** Updates the name or traits of a account in Vitally; traits are merged with existing ones. - Action **Update Organization Traits** Updates the name or traits of a organization in Vitally; traits are merged with existing ones. - Action **Update Project Status** Changes a project's status in Vitally. - Action **Update Task** Updates a task in Vitally, for example to reassign or complete it. - Action **Update User Traits** Updates the name or traits of a user in Vitally; traits are merged with existing ones. ## Each app on its own - [ **Passcreator** Create digital Wallet passes using our visual editor.](https://apiant.ai/connections/passcreator) - [ **Vitally** Vitally is a customer success platform for high-growth B2B SaaS teams.](https://apiant.ai/connections/vitally) Reviews ## What our customers say ## More from Passcreator - [ **Passcreator to AirVisual** Air quality and weather data](https://apiant.ai/connect/passcreator-to-airvisual) - [ **Passcreator to respond.io** respond.io unifies customer communication across instant messaging, web chat, and email for organizations...](https://apiant.ai/connect/passcreator-to-respond-io) - [ **Passcreator to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/passcreator-to-hubspot) - [ **Passcreator to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/passcreator-to-salesforce) - [ **Passcreator to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/passcreator-to-slack) - [ **Passcreator to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/passcreator-to-google-sheets) ## More into Vitally - [ **HubSpot to Vitally** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vitally) - [ **Salesforce to Vitally** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vitally) - [ **Slack to Vitally** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vitally) - [ **Google Sheets to Vitally** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-vitally) - [ **Gmail to Vitally** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vitally) - [ **Google Calendar to Vitally** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vitally) Questions ## Passcreator and Vitally, answered ### ### What can start an automation from Passcreator? Any of Passcreator's 5 triggers in the catalog, including New Pass Template Created, New Wallet Pass Created, Pass Template Updated and Pass Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Vitally when something happens in Passcreator? Any of Vitally's 19 actions, including Create Account, Create Note, Create NPS Response and Create Organization. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Vitally to Passcreator? Yes. When something happens in Vitally, your agent can act in Passcreator too. This page covers both directions: Vitally's triggers and Passcreator's actions are listed here as well. ### ### Do I have to build a connector for Passcreator or Vitally? 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 Passcreator and Vitally 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.