Integration
Connect vTiger CRM and Webex Teams
When New Contact (polling) fires in vTiger CRM, your agent runs Add message in Webex Teams, or New membership in Webex Teams to Create Contact in vTiger CRM. 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 Webex Teams 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 and Webex Teams can do together
From vTiger CRM to Webex Teams
When New Contact (polling) in vTiger CRM
then Add message in Webex Teams
From Webex Teams to vTiger CRM
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 Webex Teams
Triggers and actions 8 triggers · 34 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.
- New membership
Triggers when a person is added to a Webex space.
- New message
Triggers when a new message is posted in a Webex space you are in.
- Add membership
Adds a person to a Webex space (room) by person ID or email, optionally as a moderator, and returns the new membership.
- Add message
Posts a message to a Webex space, or sends a direct message to a person, with optional text, markdown, a file or an adaptive card.
- Add room
Creates a new Webex space (room), optionally inside a team.
- Add team
Creates a new team in Webex. The person creating it becomes the team's moderator.
- Delete membership
Removes a person from a Webex space by deleting their membership.
- Delete message
Deletes a message from a Webex space.
- Delete room
Deletes a Webex space (room) by its ID, along with its messages.
- Find people by email or name
Finds Webex people by email address or display name and returns the matching people.
- Get message
Returns the details of a single Webex message, including its text, room and sender.
- Get person
Returns the details of a Webex person, such as their name, email addresses, avatar and status.
- Get room
Returns the details of a Webex space, such as its title, type, team and creation date.
- List memberships
Returns the memberships of a Webex space, or the spaces a person belongs to.
- List messages
Returns the messages in a Webex space, newest first, optionally limited to replies in a thread, messages mentioning someone, or messages before a given time or message.
- List rooms
Returns the Webex spaces (rooms) the authenticated user belongs to, optionally filtered by team or space type and sorted.
- Update message
Edits the text of a message you previously posted in a Webex space.
- Update room
Updates a Webex space's title and settings, such as locking it, making it public, or setting it to announcement-only.
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 Webex Teams, 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 Webex Teams when something happens in vTiger CRM?
Any of Webex Teams's 16 actions, including Update message, Update room, Add membership and Add message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Webex Teams to vTiger CRM?
Yes. When something happens in Webex Teams, your agent can act in vTiger CRM too. This page covers both directions: Webex Teams's triggers and vTiger CRM's actions are listed here as well.
Do I have to build a connector for vTiger CRM or Webex Teams?
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 Webex Teams 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.