Integration
Connect Vendasta to Redtail CRM
When New Company fires in Vendasta, your agent runs Create Contact in Redtail CRM. 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 Vendasta and Redtail 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Vendasta can start in Redtail CRM
When New Company in Vendasta
then Create Contact in Redtail CRM
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 Vendasta and Redtail CRM
Triggers and actions 3 triggers · 16 actions
- New Company
Triggers when a new company is added to a Vendasta CRM.
- New Contact
Triggers when a new contact is added to a Vendasta CRM.
- New Opportunity
Triggers when a new opportunity is added to a Vendasta CRM.
- Delete Company
Deletes a company from a Vendasta CRM.
- Delete Contact
Deletes a contact from a Vendasta CRM.
- Delete Opportunity
Deletes a opportunity from a Vendasta CRM.
- Get Company
Returns one company from a Vendasta CRM by its ID, with its field values.
- Get Contact
Returns one contact from a Vendasta CRM by its ID, with its field values.
- Get Opportunity
Returns one opportunity from a Vendasta CRM by its ID, with its field values.
- List Companies
Returns companies from a Vendasta CRM, optionally filtered by a search term.
- List Contacts
Returns contacts from a Vendasta CRM, optionally filtered by a search term.
- List Opportunities
Returns opportunities from a Vendasta CRM, optionally filtered by a search term.
- Create Activity
Creates a new activity (task, appointment or call) in your Redtail CRM calendar, optionally linked to a contact.
- Create Contact
Creates a new contact (a person or a business) in your Redtail CRM database.
- Find Contact
Finds contacts in your Redtail CRM database by name or phone number.
- Get activity
Returns a single Redtail activity, including its linked contacts.
- Get contact
Returns a single Redtail contact by its ID, optionally with its addresses, phones, emails and URLs attached.
- Update Activity
Updates an existing activity in your Redtail CRM calendar, including marking it completed. Fields left blank are not changed.
- Update Contact
Updates an existing contact in your Redtail CRM database. Fields left blank are not changed.
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
Vendasta and Redtail CRM, answered
What can start an automation from Vendasta?
Any of Vendasta's 3 triggers in the catalog, including New Company, New Contact and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Redtail CRM when something happens in Vendasta?
Any of Redtail CRM's 7 actions, including Create Activity, Create Contact, Update Activity and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redtail CRM to Vendasta?
Redtail CRM has no triggers in the catalog today, so automations start in Vendasta. If you need the other direction, ask: your agent reads Redtail CRM's API documentation and adds it.
Do I have to build a connector for Vendasta or Redtail 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 Vendasta and Redtail 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.