Integration
Connect SOS Inventory and vTiger CRM
When New Customer fires in SOS Inventory, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Add invoice in SOS Inventory. 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 SOS Inventory 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 SOS Inventory and vTiger CRM can do together
From SOS Inventory to vTiger CRM
When New Customer in SOS Inventory
then Create Contact in vTiger CRM
When New Estimate in SOS Inventory
then Create Lead in vTiger CRM
From vTiger CRM to SOS Inventory
When New Contact (polling) in vTiger CRM
then Add invoice in SOS Inventory
When New event in vTiger CRM
then Add purchase order in SOS Inventory
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 SOS Inventory and vTiger CRM
Triggers and actions 16 triggers · 44 actions
Trigger
New CustomerTriggers when a new customer is created.
Trigger
New EstimateTrigger
New InvoiceTriggers when a new invoice is created.
Trigger
New ItemTrigger
New Purchase OrderTriggers when a new purchase order is created.
Trigger
New Sales OrderTriggers when a new sales order is created.
Trigger
New Sales ReceiptTriggers when a new sales receipt is created.
Trigger
New ShipmentTriggers when a new shipment is created.
Trigger
New VendorTrigger
Updated Item QuantityTriggers when an item quantity is updated.
Action
Add estimate/api/v2/estimate. Creates an estimate.
Action
Add inventory adjustment/api/v2/adjustment. Creates an inventory adjustment.
Action
Add invoice/api/v2/invoice. Creates an invoice.
Action
Add item/api/v2/item. Creates an item (inventory, non-inventory, service, assembly, kit etc.).
Action
Add purchase order/api/v2/purchaseorder. Creates a purchase order.
Action
Add transfer/api/v2/transfer. Creates an inventory transfer between locations.
Action
Add vendor/api/v2/vendor. Creates a vendor.
Action
Create CustomerCreates a new customer
Action
Create Sales OrderCreates a new sales order
Action
Create Sales ReceiptCreates a new sales receipt
Action
Find CustomerFinds a customer
Action
Find Sales OrderFinds a sales order
Action
Find vendors/api/v2/vendor with query filters. Searches vendors.
Action
Get customer/api/v2/customer/{id}. Retrieves one customer by id.
Action
Get estimateReturns one estimate by id, including its lines and custom fields.
Action
Get inventory adjustmentReturns one inventory adjustment by id, including its lines.
Action
Get invoiceReturns one invoice by id.
Action
Get item/api/v2/item/{id}. Retrieves one item by id.
Action
Get purchase orderReturns one purchase order by id.
Action
Get sales order/api/v2/salesorder/{id}. Retrieves one sales order.
Action
Get sales receiptReturns one sales receipt by id, including its lines and custom fields.
Action
Get transferRetrieves a single inventory transfer by id, including its from/to locations and lines.
Action
List items/api/v2/item. Lists items with query filters and paging.
Action
Update customer/api/v2/customer/{id}. Updates a customer; requires syncToken.
Action
Update item/api/v2/item/{id}. Updates an item; requires current syncToken.
Action
Update sales order/api/v2/salesorder/{id}. Updates a sales order; requires syncToken.
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
What our customers say
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Questions
SOS Inventory and vTiger CRM, answered
What can start an automation from SOS Inventory?
Any of SOS Inventory's 10 triggers in the catalog, including New Customer, New Estimate, New Invoice and New Item. 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 SOS Inventory?
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 SOS Inventory?
Yes. When something happens in vTiger CRM, your agent can act in SOS Inventory too. This page covers both directions: vTiger CRM's triggers and SOS Inventory's actions are listed here as well.
Do I have to build a connector for SOS Inventory 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 SOS Inventory 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.