Integration
Connect rasa.io and vTiger CRM
When New Insights Action fires in rasa.io, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Get contact in rasa.io. 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 rasa.io 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 rasa.io and vTiger CRM can do together
From rasa.io to vTiger CRM
When New Insights Action in rasa.io
then Create Contact in vTiger CRM
From vTiger CRM to rasa.io
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 rasa.io and vTiger CRM
Triggers and actions 9 triggers · 28 actions
- New Insights Action
Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.
- New Insights Topics
Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.
- New Person
Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.
- Add list
Creates a new mailing list in the rasa.io account and returns the new list's id.
- Create or Update Person
Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact.
- Delete contact
Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.
- Get contact
Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.
- Get newsletter
Returns a single newsletter by ID, including its associated lists and subscription types.
- List contacts
Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.
- List newsletters
Returns all active newsletters in your rasa.io account, including their associated lists and subscription types.
- List segments
Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.
- List subscription types
Returns all active subscription types in your rasa.io account, along with their active integration mappings.
- Remove contact from list
Removes a contact from a list. The contact itself is kept and stays on any other lists.
- New Contact (polling)
Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
- New event
Triggered when any new event is added to your calendar.
- New Lead (polling)
Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
- New opportunity
Triggered when a new opportunity (Potential) is created in vTiger CRM.
- New organization
Triggered when any new organization (Account) is added in vTiger CRM.
- New ticket
Triggered when any new ticket (HelpDesk record) is added.
- Create Account
Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
- Create Contact
Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.
- Create Lead
Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
- Create Opportunity
Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
- Create Record
Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
- Create Ticket
Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
- Delete Record
Delete a vTiger record by its id (e.g. 11x123).
- Describe Module
Describe the fields and metadata of a vTiger module.
- Get Current User (me)
Return the logged-in vTiger user — useful as a connection/auth smoke test.
- List Accounts
List Accounts (organizations) via VTQL. Optional limit (default 100).
- List Contacts
List Contacts via VTQL. Optional limit (default 100).
- List Leads
List Leads via VTQL. Optional limit (default 100).
- List Modules (listtypes)
List all accessible vTiger modules (element types).
- List Opportunities
List Opportunities (Potentials) via VTQL. Optional limit (default 100).
- List Tickets
List Help Desk Tickets via VTQL. Optional limit (default 100).
- Query (VTQL)
Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
- Retrieve Record
Retrieve a single record by its vTiger record id (e.g. 11x123).
- Update Record
Update 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
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Questions
rasa.io and vTiger CRM, answered
What can start an automation from rasa.io?
Any of rasa.io's 3 triggers in the catalog, including New Insights Action, New Insights Topics and New Person. 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 rasa.io?
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 rasa.io?
Yes. When something happens in vTiger CRM, your agent can act in rasa.io too. This page covers both directions: vTiger CRM's triggers and rasa.io's actions are listed here as well.
Do I have to build a connector for rasa.io 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 rasa.io 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.