Integration
Connect UniBee and vTiger CRM
When New Invoice Event fires in UniBee, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Add Invoice in UniBee. 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 UniBee 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 UniBee and vTiger CRM can do together
From UniBee to vTiger CRM
When New Invoice Event in UniBee
then Create Contact in vTiger CRM
When New Payment Event in UniBee
then Create Lead in vTiger CRM
From vTiger CRM to UniBee
When New Contact (polling) in vTiger CRM
then Add Invoice in UniBee
When New event in vTiger CRM
then Add Payment in UniBee
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 UniBee and vTiger CRM
Triggers and actions 15 triggers · 38 actions
Trigger
New Invoice EventTriggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).
Trigger
New Payment EventTriggers when a payment event occurs (created, authorised need, success, cancelled, or failure).
Trigger
New Refund EventTriggers when a refund event occurs (created, success, failure, cancelled, or reversed).
Trigger
New Subscription ActivatedTriggers when a subscription becomes active.
Trigger
New Subscription EventTriggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).
Trigger
New Subscription Onetime Addon EventTriggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).
Trigger
New Subscription Pending Update EventTriggers when a subscription pending update event occurs (create, success, or cancelled).
Trigger
New User EventTriggers when a user event occurs (created, updated, metric update, or subscription update).
Trigger
New User Plan ChangeTriggers when a user subscription or subscription change occurs.
Action
Add Discount CodeCreate a new discount/promo code.
Action
Add InvoiceCreate a new invoice.
Action
Add PaymentRecord/create a new payment.
Action
Add PlanCreate a new subscription plan.
Action
Add ProductCreate a new product.
Action
Add SubscriptionCreate a new subscription for a user against a plan.
Action
Add UserCreate a new customer/user record in UniBee.
Action
Cancel SubscriptionCancel a subscription immediately.
Action
Get InvoiceFetch a single invoice's detail by invoice id.
Action
Get PaymentFetch a single payment's detail by payment id.
Action
Get PlanFetch a single plan's detail by plan id.
Action
Get SubscriptionFetch a single subscription's detail by subscription id.
Action
Get UserFetch a single user's profile by user id.
Action
List Discount CodesList discount codes with pagination/filters.
Action
List InvoicesList invoices with pagination/filters.
Action
List PlansList plans with pagination/filters.
Action
List ProductsList products with pagination/filters.
Action
List SubscriptionsList subscriptions with pagination/filters.
Action
List UsersList/search customer users with pagination.
Action
Update UserUpdate an existing user's profile fields.
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
UniBee and vTiger CRM, answered
What can start an automation from UniBee?
Any of UniBee's 9 triggers in the catalog, including New Invoice Event, New Payment Event, New Refund Event and New Subscription Activated. 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 UniBee?
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 UniBee?
Yes. When something happens in vTiger CRM, your agent can act in UniBee too. This page covers both directions: vTiger CRM's triggers and UniBee's actions are listed here as well.
Do I have to build a connector for UniBee 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 UniBee 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.