Integration
Connect Teamwork and Vitally
When New Company fires in Teamwork, your agent runs Create Task in Vitally, or Customer Created in Vitally to Add Message in Teamwork. 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 Teamwork and Vitally 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 Teamwork and Vitally can do together
From Teamwork to Vitally
When New Company in Teamwork
then Create Task in Vitally
When New Milestone in Teamwork
then Update Customer Traits in Vitally
From Vitally to Teamwork
When Customer Created in Vitally
then Add Message in Teamwork
When Custom Object Instance Created in Vitally
then Create Task in Teamwork
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 Teamwork and Vitally
Triggers and actions 14 triggers · 41 actions
Trigger
New CompanyTriggered when a new company is added.
Trigger
New MilestoneTriggered when a new milestone is added.
Trigger
New PersonTriggered when a new person is added.
Trigger
New ProjectTriggered when a new project is added.
Trigger
New TaskTriggered when a new task is added.
Trigger
New Time EntryTriggered when a new time entry is added.
Action
Add CompanyCreates a new company.
Action
Add MessageAdds a message to the specified project.
Action
Add MilestoneAdds a new milestone to the specified project.
Action
Add Time EntryLogs a time entry against the specified task.
Action
Complete TaskMarks a task as complete.
Action
Create ProjectAdds a new project.
Action
Create TaskAdds a new task to the specified task list.
Action
Create Task ListCreates a new task list in the specified project.
Action
Delete ProjectDeletes a project by ID.
Action
Delete TaskDeletes a task by ID.
Action
Get ProjectReturns a single project by ID.
Action
Get TaskReturns a single task by ID.
Action
List CompaniesReturns all companies on the site.
Action
List MilestonesReturns all milestones on the site.
Action
List PeopleReturns all people on the site.
Action
List ProjectsReturns all projects on the Teamwork site.
Action
List Task ListsReturns all task lists in the specified project.
Action
List TasksReturns all tasks across the site.
Action
List Tasks in ProjectReturns all tasks in the specified project.
Action
List Time EntriesReturns time entries across the site.
Action
Update ProjectUpdates an existing project.
Action
Update TaskUpdates an existing task.
Trigger
Customer CreatedTriggers when a new account (customer) is created in Vitally.
Trigger
Custom Object Instance CreatedTriggers when a new instance of a custom object is created.
Trigger
Custom Object Instance UpdatedTriggers when an instance of a custom object is created or updated.
Trigger
Note CreatedTriggers when a new note is created in Vitally.
Trigger
NPS Response CreatedTriggers when a new NPS response is recorded in Vitally.
Trigger
Organization CreatedTriggers when a new organization is created in Vitally.
Trigger
Project CreatedTriggers when a new project is created in Vitally.
Trigger
Task CreatedTriggers when a new task is created in Vitally.
Action
Create AccountCreates an account (customer) in Vitally, identified by your own external ID.
Action
Create NoteCreates a note on an account or organization in Vitally.
Action
Create NPS ResponseRecords an NPS survey response from a user in Vitally.
Action
Create OrganizationCreates an organization in Vitally, identified by your own external ID.
Action
Create Project From TemplateCreates a project for an account or organization from a project template.
Action
Create TaskCreates a task on an account or organization in Vitally.
Action
Find a CustomerReturns a account by its Vitally ID or external ID.
Action
Find a Custom Object InstanceFinds a custom object instance by ID, external ID, linked account or a custom field value.
Action
Find a NoteReturns a note by its Vitally ID or external ID.
Action
Find a OrganizationReturns a organization by its Vitally ID or external ID.
Action
Find a TaskReturns a task by its Vitally ID or external ID.
Action
Find a TeammateFinds a Vitally team member by email address.
Action
Find a UserFinds a user by email address, external ID or email domain.
Action
Get Account Health ScoresReturns an account's health score and its breakdown.
Action
Update Customer TraitsUpdates the name or traits of a account in Vitally; traits are merged with existing ones.
Action
Update Organization TraitsUpdates the name or traits of a organization in Vitally; traits are merged with existing ones.
Action
Update Project StatusChanges a project's status in Vitally.
Action
Update TaskUpdates a task in Vitally, for example to reassign or complete it.
Action
Update User TraitsUpdates the name or traits of a user in Vitally; traits are merged with existing ones.
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
Teamwork and Vitally, answered
What can start an automation from Teamwork?
Any of Teamwork's 6 triggers in the catalog, including New Company, New Milestone, New Person and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Vitally when something happens in Teamwork?
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 Teamwork?
Yes. When something happens in Vitally, your agent can act in Teamwork too. This page covers both directions: Vitally's triggers and Teamwork's actions are listed here as well.
Do I have to build a connector for Teamwork 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 Teamwork 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.