Integration
Connect Vaiz and vTiger CRM
When New Task fires in Vaiz, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Create Task in Vaiz. 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 Vaiz 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 Vaiz and vTiger CRM can do together
From Vaiz to vTiger CRM
When New Task in Vaiz
then Create Contact in vTiger CRM
From vTiger CRM to Vaiz
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 Vaiz and vTiger CRM
Triggers and actions 9 triggers · 31 actions
- New Task
Triggers when a new task is created in Vaiz, optionally limited to one board or project.
- Task Completed
Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.
- Task Group Changed
Triggers when a task moves to a different group (column) on its board.
- Add comment
Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.
- Create Task
Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.
- Delete comment
Deletes a comment from a Vaiz task or document.
- Edit Task
Updates an existing Vaiz task. Only the fields you fill in are changed.
- Get milestone
Returns a single Vaiz milestone by its ID.
- Get project
Returns a single Vaiz project by its ID, including its name, description, team, color and dates.
- Get task
Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.
- List milestones
Returns all milestones in the connected Vaiz space, with their dates, task counts and status.
- List projects
Returns all projects in the connected Vaiz space.
- List tasks
Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.
- Move task
Moves a task to another group (column) on its board, optionally at a given position.
- Update comment
Edits the text of an existing comment and adds, reorders or removes its attached files.
- Update milestone
Updates an existing milestone's name, description, dates, tags or color.
- New Contact (polling)
Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
- New event
Triggered when any new event is added to your calendar.
- New Lead (polling)
Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
- New opportunity
Triggered when a new opportunity (Potential) is created in vTiger CRM.
- New organization
Triggered when any new organization (Account) is added in vTiger CRM.
- New ticket
Triggered when any new ticket (HelpDesk record) is added.
- Create Account
Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
- Create Contact
Create a Contact in vTiger. Provide lastname (required) and any other Contact fields.
- Create Lead
Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
- Create Opportunity
Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
- Create Record
Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
- Create Ticket
Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
- Delete Record
Delete a vTiger record by its id (e.g. 11x123).
- Describe Module
Describe the fields and metadata of a vTiger module.
- Get Current User (me)
Return the logged-in vTiger user — useful as a connection/auth smoke test.
- List Accounts
List Accounts (organizations) via VTQL. Optional limit (default 100).
- List Contacts
List Contacts via VTQL. Optional limit (default 100).
- List Leads
List Leads via VTQL. Optional limit (default 100).
- List Modules (listtypes)
List all accessible vTiger modules (element types).
- List Opportunities
List Opportunities (Potentials) via VTQL. Optional limit (default 100).
- List Tickets
List Help Desk Tickets via VTQL. Optional limit (default 100).
- Query (VTQL)
Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
- Retrieve Record
Retrieve a single record by its vTiger record id (e.g. 11x123).
- Update Record
Update 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
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Questions
Vaiz and vTiger CRM, answered
What can start an automation from Vaiz?
Any of Vaiz's 3 triggers in the catalog, including New Task, Task Completed and Task Group Changed. 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 Vaiz?
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 Vaiz?
Yes. When something happens in vTiger CRM, your agent can act in Vaiz too. This page covers both directions: vTiger CRM's triggers and Vaiz's actions are listed here as well.
Do I have to build a connector for Vaiz 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 Vaiz 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.