--- title: "Connect Vitally to Priority - APIANT.ai" description: "When \"Customer Created\" fires in Vitally, your agent runs \"Create Potential Customer \" in Priority." canonical: "https://apiant.ai/connect/vitally-to-priority" --- # Connect Vitally to Priority When **Customer Created** fires in [Vitally](https://apiant.ai/connections/vitally), your agent runs **Create Potential Customer **in [Priority](https://apiant.ai/connections/priority). Describe the whole flow and it is built, tested on every scenario and kept running. Vitally **8** triggers Vitally **19** actions Priority **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Vitally and Priority to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Vitally can start in Priority - When **Customer Created** in Vitally then **Create Potential Customer **in Priority - When **Custom Object Instance Created** in Vitally then **Add record** in Priority 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 Vitally and Priority ## Triggers and actions 8 triggers ยท 35 actions - Trigger **Customer Created** Triggers when a new account (customer) is created in Vitally. - Trigger **Custom Object Instance Created** Triggers when a new instance of a custom object is created. - Trigger **Custom Object Instance Updated** Triggers when an instance of a custom object is created or updated. - Trigger **Note Created** Triggers when a new note is created in Vitally. - Trigger **NPS Response Created** Triggers when a new NPS response is recorded in Vitally. - Trigger **Organization Created** Triggers when a new organization is created in Vitally. - Trigger **Project Created** Triggers when a new project is created in Vitally. - Trigger **Task Created** Triggers when a new task is created in Vitally. - Action **Create Account** Creates an account (customer) in Vitally, identified by your own external ID. - Action **Create Note** Creates a note on an account or organization in Vitally. - Action **Create NPS Response** Records an NPS survey response from a user in Vitally. - Action **Create Organization** Creates an organization in Vitally, identified by your own external ID. - Action **Create Project From Template** Creates a project for an account or organization from a project template. - Action **Create Task** Creates a task on an account or organization in Vitally. - Action **Find a Customer** Returns a account by its Vitally ID or external ID. - Action **Find a Custom Object Instance** Finds a custom object instance by ID, external ID, linked account or a custom field value. - Action **Find a Note** Returns a note by its Vitally ID or external ID. - Action **Find a Organization** Returns a organization by its Vitally ID or external ID. - Action **Find a Task** Returns a task by its Vitally ID or external ID. - Action **Find a Teammate** Finds a Vitally team member by email address. - Action **Find a User** Finds a user by email address, external ID or email domain. - Action **Get Account Health Scores** Returns an account's health score and its breakdown. - Action **Update Customer Traits** Updates the name or traits of a account in Vitally; traits are merged with existing ones. - Action **Update Organization Traits** Updates the name or traits of a organization in Vitally; traits are merged with existing ones. - Action **Update Project Status** Changes a project's status in Vitally. - Action **Update Task** Updates a task in Vitally, for example to reassign or complete it. - Action **Update User Traits** Updates the name or traits of a user in Vitally; traits are merged with existing ones. - Action **Add record** Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record. - Action **Add Shipping Charges to an Order** Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price. - Action **Create a New Sales Order** Creates a sales order for a customer in Priority, optionally with order lines. - Action **Create Exist Customer Sales Order** Creates a sales order in Priority for an existing customer, optionally with order lines. - Action **Create Potential Customer** Creates a potential customer record in Priority. - Action **Delete record** Deletes a record from a Priority form, such as a customer or an order, by its key. - Action **Find Customer by Email** Finds customers in Priority whose email address matches the one you provide. - Action **Find records by filter** Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression. - Action **Find the Country Name by Two Letter Code** Looks up a country in Priority by its two-letter code and returns the country's name. - Action **Get Campaigns** Returns the marketing campaigns defined in Priority, optionally filtered and sorted. - Action **Get Customers** Returns customers from Priority, optionally filtered, sorted and limited to chosen fields. - Action **Get Lead Types** Returns the lead types defined in Priority, optionally filtered and sorted. - Action **Get record** Returns a single record from a Priority form (such as a customer or order) by its key. - Action **List records** Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited. - Action **Update record** Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record. - Action **Update Sales Order Status** Changes the status of an existing sales order in Priority. ## Each app on its own - [ **Vitally** Vitally is a customer success platform for high-growth B2B SaaS teams.](https://apiant.ai/connections/vitally) - [ **Priority** Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their...](https://apiant.ai/connections/priority) Reviews ## What our customers say ## More from Vitally - [ **Vitally to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vitally-to-zoom) - [ **Vitally to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vitally-to-webflow) - [ **Vitally to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/vitally-to-wix) - [ **Vitally to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vitally-to-linkedin) - [ **Vitally to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vitally-to-facebook) - [ **Vitally to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vitally-to-anthropic) ## More into Priority - [ **PostgreSQL to Priority** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/postgresql-to-priority) - [ **ActiveTrail to Priority** ActiveTrail is a marketing automation platform designed to help you maintain active relationships with...](https://apiant.ai/connect/activetrail-to-priority) - [ **Cakemail to Priority** Cakemail provides all the tools you need to deliver the emails people want.](https://apiant.ai/connect/cakemail-to-priority) - [ **Canny to Priority** Canny is a user feedback tool that lets you keep track of all of your user feedback in one organized place.](https://apiant.ai/connect/canny-to-priority) - [ **Communi App to Priority** Communi is an app for all communities are looking for ways to better connect and integrate new people.](https://apiant.ai/connect/communi-app-to-priority) - [ **HubSpot to Priority** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-priority) Questions ## Vitally and Priority, answered ### ### What can start an automation from Vitally? Any of Vitally's 8 triggers in the catalog, including Customer Created, Custom Object Instance Created, Custom Object Instance Updated and Note Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Priority when something happens in Vitally? Any of Priority's 16 actions, including Create a New Sales Order, Create Exist Customer Sales Order, Create Potential Customer and Update record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Priority to Vitally? Priority has no triggers in the catalog today, so automations start in Vitally. If you need the other direction, ask: your agent reads Priority's API documentation and adds it. ### ### Do I have to build a connector for Vitally or Priority? 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 Vitally and Priority 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.