--- title: "Connect Slack and vTiger CRM - APIANT.ai" description: "When \"New Channel\" fires in Slack, your agent runs \"Create Contact\" in vTiger CRM." canonical: "https://apiant.ai/connect/slack-to-vtiger-crm" --- # Connect Slack and vTiger CRM When **New Channel** fires in [Slack](https://apiant.ai/connections/slack), your agent runs **Create Contact** in [vTiger CRM](https://apiant.ai/connections/vtiger-crm), or **New Contact (polling)** in vTiger CRM to **Send Direct Message** in Slack. Describe the whole flow and it is built, tested on every scenario and kept running. Slack **15** triggers Slack **60** 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 Slack 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 Slack and vTiger CRM can do together ### From Slack to vTiger CRM - When **New Channel** in Slack then **Create Contact** in vTiger CRM - When **New Channel Member** in Slack then **Create Lead** in vTiger CRM ### From vTiger CRM to Slack - When **New Contact (polling)** in vTiger CRM then **Send Direct Message** in Slack - When **New event** in vTiger CRM then **Send Ephemeral Message** in Slack 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 Slack and vTiger CRM ## Triggers and actions 21 triggers · 78 actions - Trigger **New Channel** Triggers when a new channel is created in the workspace. - Trigger **New Channel (instant)** Triggers when a new channel is created (Slack event channel_created). - Trigger **New Channel Member** Triggers when a member joins a chosen channel (Slack event member_joined_channel). - Trigger **New File (instant)** Triggers when a new file is uploaded to the workspace (Slack event file_created). - Trigger **New Mention (instant)** Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter. - Trigger **New Message Posted to Channel** Triggers when a message is posted to a chosen channel (Slack event message.channels). - Trigger **New Message Posted to Private Channel** Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim). - Trigger **New Pinned Item** Triggers when an item is pinned in a channel. - Trigger **New Public Message Posted Anywhere** Triggers when a message is posted to any public channel (Slack event message.channels). - Trigger **New Reaction Added** Triggers when an emoji reaction is added to a message (Slack event reaction_added). - Trigger **New Saved Message** Triggers when a message or file is saved (starred) (Slack event star_added). - Trigger **New Team Custom Emoji** Triggers when a custom emoji is added to the workspace (Slack event emoji_changed). - Trigger **New Thread Reply** Triggers when a new reply is added to a message thread. - Trigger **New User** Triggers when a new user joins the workspace. Polling; deduped by user id. - Trigger **New User (instant)** Triggers when a new user joins the workspace (Slack event team_join). - Action **Add Bookmark** Add a bookmark to a channel. - Action **Add Reaction** Add an emoji reaction to a message. - Action **Add Star** Save a message or file by starring it. - Action **Archive Channel** Archive a channel. - Action **Complete Reminder** Mark a reminder as complete. - Action **Create Canvas** Create a standalone canvas document. - Action **Create Channel** Create a new public or private channel. - Action **Create Channel Canvas** Create a canvas attached to a channel. - Action **Create Reminder** Create a reminder for a user at a specified time. - Action **Delete Canvas** Delete a canvas. - Action **Delete File** Delete a file from the workspace. - Action **Delete Message** Delete a message from a channel by timestamp. - Action **Delete Reminder** Delete a reminder. - Action **Delete Scheduled Message** Cancel a scheduled message before it is sent. - Action **Edit Bookmark** Edit an existing channel bookmark. - Action **Edit Canvas** Edit the content of a canvas. - Action **Find Channel by Name** List channels filtered to locate a channel by name (client filters the returned list). - Action **Find User by Email** Look up a Slack user by their email address. - Action **Get Channel Messages** Fetch the message history of a channel. - Action **Get File Info** Get information about a file. - Action **Get Message Permalink** Get a permanent link to a specific message. - Action **Get Message Reactions** Get the emoji reactions on a message. - Action **Get Team Info** Get information about the workspace. - Action **Get Thread Replies** Get the replies in a message thread. - Action **Get User Info** Get profile information for a Slack user by ID. - Action **Get User Presence** Get a user's current presence status. - Action **Get User Profile** Get a user's profile fields. - Action **Invite User to Channel** Invite one or more users to a channel (comma-separated user IDs). - Action **Join Channel** Join a public channel. - Action **Leave Channel** Leave a channel. - Action **List Bookmarks** List the bookmarks in a channel. - Action **List Channel Members** List the members of a channel. - Action **List Channels** List channels in the workspace (public and private). - Action **List Custom Emojis** List the workspace's custom emojis. - Action **List Files** List files in the workspace, optionally filtered by channel or user. - Action **List Pinned Items** List the items pinned in a channel. - Action **List Scheduled Messages** List messages scheduled to be sent later. - Action **List User Groups** List the workspace's user groups. - Action **List Users** List all users in the workspace. - Action **List User's Channels** List the channels a user is a member of. - Action **Mark Channel Read** Set the read cursor position in a channel. - Action **Pin Message** Pin a message to a channel. - Action **Remove Bookmark** Remove a bookmark from a channel. - Action **Remove Reaction** Remove an emoji reaction from a message. - Action **Remove Star** Remove a star from a message or file. - Action **Remove User from Channel** Remove a member from a channel. - Action **Rename Channel** Rename a channel. - Action **Schedule Message** Schedule a message to be sent to a channel at a future Unix time. - Action **Search Files** Search files across the workspace. - Action **Search Messages** Search messages across the workspace. - Action **Send Direct Message** Open a DM with a user and post a message to it. - Action **Send Ephemeral Message** Send a message in a channel that is visible only to one user. - Action **Send Message** Post a message to a channel, private group, or DM. - Action **Set Channel Purpose** Set the purpose (description) for a channel. - Action **Set Channel Topic** Set the topic for a channel. - Action **Set User Presence** Set the authenticated user's presence status. - Action **Unarchive Channel** Restore an archived channel. - Action **Unpin Message** Remove a pinned message from a channel. - Action **Update Message** Update an existing message in a channel by timestamp. - Action **Upload File** Upload a file and share it to one or more channels. - 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 - [ **Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connections/slack) - [ **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 Slack - [ **Slack to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/slack-to-hubspot) - [ **Slack to Google Sheets** Google Sheets](https://apiant.ai/connect/slack-to-google-sheets) - [ **Slack to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/slack-to-gmail) - [ **Slack to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/slack-to-google-drive) - [ **Slack to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Slack to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/slack-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) - [ **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) - [ **Google Drive to vTiger CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-vtiger-crm) Questions ## Slack and vTiger CRM, answered ### ### What can start an automation from Slack? Any of Slack's 15 triggers in the catalog, including New Channel, New Channel (instant), New Channel Member and New File (instant). 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 Slack? 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 Slack? Yes. When something happens in vTiger CRM, your agent can act in Slack too. This page covers both directions: vTiger CRM's triggers and Slack's actions are listed here as well. ### ### Do I have to build a connector for Slack 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 Slack 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.