Integration
Connect Vouchsafe and vTiger CRM
When User Needs Review fires in Vouchsafe, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Perform smart lookup in Vouchsafe. 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 Vouchsafe 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 Vouchsafe and vTiger CRM can do together
From Vouchsafe to vTiger CRM
When User Needs Review in Vouchsafe
then Create Contact in vTiger CRM
From vTiger CRM to Vouchsafe
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 Vouchsafe and vTiger CRM
Triggers and actions 8 triggers · 26 actions
- User Needs Review
Triggers when a user could not be automatically verified, and needs your review.
- User Verified
Triggers when a verification is automatically completed.
- Find addresses by postcode
Search for addresses matching a given postcode.
- Get account detail
Retrieve details for a specific monitored account (subject of an alert).
- Get team
Retrieve details for a Vouchsafe team/workspace by ID.
- Get verification
Retrieve a verification case's status and check results by ID.
- List verifications
List verification cases for the team.
- Perform smart lookup
Look up and enrich identity details (e.g. email/phone) via Vouchsafe's smart lookup service.
- Request Verification
Starts a verification session for an applicant, new user or customer.
- Toggle alerts
Enable or disable proactive alert monitoring for an account.
- 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
What our customers say
More from Vouchsafe
Vouchsafe to Wizard WorldWizard World is a public REST catalogue of reference data from the Harry Potter universe.
Vouchsafe to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Vouchsafe to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
Vouchsafe to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
Vouchsafe to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Vouchsafe to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
More into vTiger CRM
HubSpot to vTiger CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to vTiger CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to vTiger CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to vTiger CRMGoogle Sheets
Gmail to vTiger CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to vTiger CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Vouchsafe and vTiger CRM, answered
What can start an automation from Vouchsafe?
Any of Vouchsafe's 2 triggers in the catalog, including User Needs Review and User Verified. 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 Vouchsafe?
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 Vouchsafe?
Yes. When something happens in vTiger CRM, your agent can act in Vouchsafe too. This page covers both directions: vTiger CRM's triggers and Vouchsafe's actions are listed here as well.
Do I have to build a connector for Vouchsafe 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 Vouchsafe 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.