--- title: "Connect vPlan and vTiger CRM - APIANT.ai" description: "When \"New or Changed Card\" fires in vPlan, your agent runs \"Create Contact\" in vTiger CRM." canonical: "https://apiant.ai/connect/vplan-to-vtiger-crm" --- # Connect vPlan and vTiger CRM When **New or Changed Card** fires in [vPlan](https://apiant.ai/connections/vplan), your agent runs **Create Contact** in [vTiger CRM](https://apiant.ai/connections/vtiger-crm), or **New Contact (polling)** in vTiger CRM to **List cards** in vPlan. Describe the whole flow and it is built, tested on every scenario and kept running. vPlan **2** triggers vPlan **6** actions vTiger CRM **6** triggers vTiger CRM **18** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want vPlan and vTiger CRM 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 vPlan and vTiger CRM can do together ### From vPlan to vTiger CRM - When **New or Changed Card** in vPlan then **Create Contact** in vTiger CRM - When **New or Changed Collection** in vPlan then **Create Lead** in vTiger CRM ### From vTiger CRM to vPlan - When **New Contact (polling)** in vTiger CRM then **List cards** in vPlan - When **New event** in vTiger CRM then **List users** in vPlan 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 vPlan and vTiger CRM ## Triggers and actions 8 triggers · 24 actions - Trigger **New or Changed Card** Triggers when a card is created or changed in your vPlan account. - Trigger **New or Changed Collection** Triggers when a collection is created or changed in vPlan. - Action **List boards** Returns the boards in your vPlan account. - Action **List cards** Returns the cards in your vPlan account. - Action **List collections** Returns the collections in your vPlan account. - Action **List resources** Returns the resources (people and equipment you plan) in your vPlan account. - Action **List users** Returns the users in your vPlan account. - Action **Update collection** Updates an existing vPlan collection's name, description, dates, status or board. - Trigger **New Contact (polling)** Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime. - Trigger **New event** Triggered 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 opportunity** Triggered when a new opportunity (Potential) is created in vTiger CRM. - Trigger **New organization** Triggered when any new organization (Account) is added in vTiger CRM. - Trigger **New ticket** Triggered when any new ticket (HelpDesk record) is added. - Action **Create Account** Create an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields. - Action **Create Contact** Create a Contact in vTiger. Provide lastname (required) and any other Contact fields. - Action **Create Lead** Create a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields. - Action **Create Opportunity** Create an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields. - Action **Create Record** Create a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values). - Action **Create Ticket** Create a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields. - Action **Delete Record** Delete a vTiger record by its id (e.g. 11x123). - Action **Describe Module** Describe 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 Accounts** List Accounts (organizations) via VTQL. Optional limit (default 100). - Action **List Contacts** List Contacts via VTQL. Optional limit (default 100). - Action **List Leads** List Leads via VTQL. Optional limit (default 100). - Action **List Modules (listtypes)** List all accessible vTiger modules (element types). - Action **List Opportunities** List Opportunities (Potentials) via VTQL. Optional limit (default 100). - Action **List Tickets** List 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 Record** Retrieve a single record by its vTiger record id (e.g. 11x123). - Action **Update Record** Update an existing vTiger record. The element JSON must include the record id and all mandatory fields. ## Each app on its own - [ **vPlan** vPlan is a planning tool to plan and track your work.](https://apiant.ai/connections/vplan) - [ **vTiger CRM** vTiger is an open source CRM forked from the popular SugarCRM.](https://apiant.ai/connections/vtiger-crm) Reviews ## What our customers say ## More from vPlan - [ **vPlan to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/vplan-to-zoom) - [ **vPlan to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/vplan-to-webflow) - [ **vPlan 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/vplan-to-wix) - [ **vPlan to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/vplan-to-linkedin) - [ **vPlan to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/vplan-to-facebook) - [ **vPlan to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/vplan-to-anthropic) ## More into vTiger CRM - [ **HubSpot to vTiger CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-vtiger-crm) - [ **Salesforce to vTiger CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-vtiger-crm) - [ **Slack to vTiger CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-vtiger-crm) - [ **Google Sheets to vTiger CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-vtiger-crm) - [ **Gmail to vTiger CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-vtiger-crm) - [ **Google Calendar to vTiger CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-vtiger-crm) Questions ## vPlan and vTiger CRM, answered ### ### What can start an automation from vPlan? Any of vPlan's 2 triggers in the catalog, including New or Changed Card and New or Changed Collection. 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 vPlan? 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 vPlan? Yes. When something happens in vTiger CRM, your agent can act in vPlan too. This page covers both directions: vTiger CRM's triggers and vPlan's actions are listed here as well. ### ### Do I have to build a connector for vPlan 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 vPlan 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.