Integration
Connect vTiger CRM to Flodesk
When New Contact (polling) fires in vTiger CRM, your agent runs Find a Subscriber by Email Address in Flodesk. 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 Flodesk 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 Flodesk
When New Contact (polling) in vTiger CRM
then Find a Subscriber by Email Address in Flodesk
When New event in vTiger CRM
then Add custom field in Flodesk
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 Flodesk
Triggers and actions 6 triggers · 33 actions
Trigger
New Contact (polling)Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New eventTriggered 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 opportunityTriggered when a new opportunity (Potential) is created in vTiger CRM.
Trigger
New organizationTriggered when any new organization (Account) is added in vTiger CRM.
Trigger
New ticketTriggered when any new ticket (HelpDesk record) is added.
Action
Create AccountCreate an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
Action
Create ContactCreate a Contact in vTiger. Provide lastname (required) and any other Contact fields.
Action
Create LeadCreate a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
Action
Create OpportunityCreate an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
Action
Create RecordCreate a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
Action
Create TicketCreate a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
Action
Delete RecordDelete a vTiger record by its id (e.g. 11x123).
Action
Describe ModuleDescribe 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 AccountsList Accounts (organizations) via VTQL. Optional limit (default 100).
Action
List ContactsList Contacts via VTQL. Optional limit (default 100).
Action
List LeadsList Leads via VTQL. Optional limit (default 100).
Action
List Modules (listtypes)List all accessible vTiger modules (element types).
Action
List OpportunitiesList Opportunities (Potentials) via VTQL. Optional limit (default 100).
Action
List TicketsList 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 RecordRetrieve a single record by its vTiger record id (e.g. 11x123).
Action
Update RecordUpdate an existing vTiger record. The element JSON must include the record id and all mandatory fields.
Action
Add custom fieldCreates a new subscriber custom field in your Flodesk account with the label you choose.
Action
Add Existing Subscriber to SegmentAdds an existing Flodesk subscriber to one or more segments and returns the updated subscriber.
Action
Add Existing Subscriber to WorkflowAdds an existing Flodesk subscriber to a workflow, identified by subscriber ID or email address.
Action
Add segmentCreates a new segment in your Flodesk account and returns it.
Action
Create/Update SubscriberCreates a new Flodesk subscriber, or updates the existing one with the same email address or id, optionally adding them to segments.
Action
Find a Subscriber by Email AddressLooks up a Flodesk subscriber by email address and returns their status, name, segments and custom field values.
Action
Get segmentReturns a single Flodesk segment, including its name, color, type and number of active subscribers.
Action
List campaignsReturns the email campaigns in your Flodesk account, optionally filtered by status or a search term.
Action
List custom fieldsReturns every subscriber custom field defined in your Flodesk account, with each field's key and display label.
Action
List segmentsReturns all segments in your Flodesk account, with each segment's name, color, type and active subscriber count.
Action
List subscribersReturns subscribers in your Flodesk account, optionally filtered by status or segment.
Action
List workflowsReturns the workflows in your Flodesk account, optionally filtered by status (active, paused or draft).
Action
Remove Existing Subscriber From SegmentRemoves an existing Flodesk subscriber from one or more segments and returns the updated subscriber.
Action
Remove Existing Subscriber From WorkflowRemoves an existing subscriber, identified by subscriber ID or email address, from a Flodesk workflow.
Action
Unsubscribe SubscriberUnsubscribes a subscriber from all of your Flodesk lists so they no longer receive marketing emails, and returns the updated subscriber.
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
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Questions
vTiger CRM and Flodesk, 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 Flodesk when something happens in vTiger CRM?
Any of Flodesk's 15 actions, including Create/Update Subscriber, Add custom field, Add Existing Subscriber to Segment and Add Existing Subscriber to Workflow. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Flodesk to vTiger CRM?
Flodesk has no triggers in the catalog today, so automations start in vTiger CRM. If you need the other direction, ask: your agent reads Flodesk's API documentation and adds it.
Do I have to build a connector for vTiger CRM or Flodesk?
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 Flodesk 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.