--- title: "Connect Resource Planner and vTiger CRM - APIANT.ai" description: "When \"New Project\" fires in Resource Planner, your agent runs \"Create Contact\" in vTiger CRM." canonical: "https://apiant.ai/connect/resource-planner-to-vtiger-crm" --- # Connect Resource Planner and vTiger CRM When **New Project** fires in [Resource Planner](https://apiant.ai/connections/resource-planner), your agent runs **Create Contact** in [vTiger CRM](https://apiant.ai/connections/vtiger-crm), or **New Contact (polling)** in vTiger CRM to **Create Project** in Resource Planner. Describe the whole flow and it is built, tested on every scenario and kept running. Resource Planner **2** triggers Resource Planner **11** 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 Resource Planner 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 Resource Planner and vTiger CRM can do together ### From Resource Planner to vTiger CRM - When **New Project** in Resource Planner then **Create Contact** in vTiger CRM - When **New Resource** in Resource Planner then **Create Lead** in vTiger CRM ### From vTiger CRM to Resource Planner - When **New Contact (polling)** in vTiger CRM then **Create Project** in Resource Planner - When **New event** in vTiger CRM then **Update project** in Resource Planner 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 Resource Planner and vTiger CRM ## Triggers and actions 8 triggers · 29 actions - Trigger **New Project** Triggers when a new project is created in the workspace. - Trigger **New Resource** Triggers when a new resource (person) is added to the Resource Planner workspace. - Action **Create Assignment** Creates an assignment that books a resource on a project for a date range, optionally with a linked task. - Action **Create Project** Creates a new project in your Resource Planner workspace, with optional color, note, estimated size in hours, and billing rates. - Action **Create Resource** Creates a new resource (a person) in your Resource Planner workspace, optionally inviting them with an access role. - Action **Delete assignment** Removes an assignment from the Resource Planner schedule. - Action **Delete project** Deletes a project and all of its assignments. - Action **Delete resource** Deletes a resource (person) from your Resource Planner workspace, along with all of their assignments. - Action **Find Project** Returns the projects whose ID matches, or whose title or note contains, the search text. - Action **Find Resource** Returns the resources (people) in your workspace whose ID, name, email or note matches the search text. - Action **Update assignment** Updates an existing assignment in Resource Planner — its date range, hours per day, note, project or resource, or linked task details. Fields left blank are not changed. - Action **Update project** Updates an existing project's title, color, note, estimated hours, billing rate or per-person rate overrides. Only the fields you fill in are changed. - Action **Update resource** Updates an existing resource (person) in Resource Planner, changing only the details you supply such as name, email, capacity, cost, work days or access settings. - 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 - [ **Resource Planner** Resource Planner is a tool for team planning and vacation management for team of all sizes.](https://apiant.ai/connections/resource-planner) - [ **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 Resource Planner - [ **Resource Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/resource-planner-to-salesforce) - [ **Resource Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/resource-planner-to-slack) - [ **Resource Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/resource-planner-to-stripe) - [ **Resource Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/resource-planner-to-shopify) - [ **Resource Planner to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/resource-planner-to-trello) - [ **Resource Planner to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/resource-planner-to-zoom) ## 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 ## Resource Planner and vTiger CRM, answered ### ### What can start an automation from Resource Planner? Any of Resource Planner's 2 triggers in the catalog, including New Project and New Resource. 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 Resource Planner? 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 Resource Planner? Yes. When something happens in vTiger CRM, your agent can act in Resource Planner too. This page covers both directions: vTiger CRM's triggers and Resource Planner's actions are listed here as well. ### ### Do I have to build a connector for Resource Planner 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 Resource Planner 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.