Integration
Connect vTiger CRM to DocsBot AI
When New Contact (polling) fires in vTiger CRM, your agent runs Add lead in DocsBot AI. 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 vTiger CRM and DocsBot AI 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 vTiger CRM can start in DocsBot AI
When New Contact (polling) in vTiger CRM
then Add lead in DocsBot AI
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 vTiger CRM and DocsBot AI
Triggers and actions 6 triggers · 31 actions
- 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.
- Add bot
Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.
- Add lead
Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.
- Add source
Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.
- Ask Question (Legacy)
Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.
- Chat Agent Message (Recommended)
Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.
- Create Web Source
Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.
- Delete bot
Permanently deletes a bot from a DocsBot team.
- Delete lead
Deletes one captured lead record from a DocsBot bot.
- Delete source
Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.
- Get bot
Returns one DocsBot bot with its settings, model, status and source counts.
- List bots
Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.
- Semantic Search
Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.
- Update bot
Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are 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
More from vTiger CRM
vTiger CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
vTiger CRM to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
vTiger CRM to WixThe Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...
vTiger CRM to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
vTiger CRM to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
vTiger CRM to AnthropicAnthropic builds Claude, a family of large language models.
More into DocsBot AI
HubSpot to DocsBot AIHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DocsBot AISalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DocsBot AISlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DocsBot AIGoogle Sheets
Gmail to DocsBot AIGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to DocsBot AIGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
vTiger CRM and DocsBot AI, answered
What can start an automation from vTiger CRM?
Any of vTiger CRM's 6 triggers in the catalog, including New Contact (polling), New event, New Lead (polling) and New opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in DocsBot AI when something happens in vTiger CRM?
Any of DocsBot AI's 13 actions, including Create Web Source, Update bot, Add bot and Add lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from DocsBot AI to vTiger CRM?
DocsBot AI has no triggers in the catalog today, so automations start in vTiger CRM. If you need the other direction, ask: your agent reads DocsBot AI's API documentation and adds it.
Do I have to build a connector for vTiger CRM or DocsBot AI?
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 vTiger CRM and DocsBot AI 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.