Integration
Connect vTiger CRM and Zoho FSM
When New Contact (polling) fires in vTiger CRM, your agent runs Add contact in Zoho FSM, or New Module Entry in Zoho FSM to Describe Module 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 Zoho FSM 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 Zoho FSM can do together
From vTiger CRM to Zoho FSM
When New Contact (polling) in vTiger CRM
then Add contact in Zoho FSM
When New event in vTiger CRM
then Add work order in Zoho FSM
From Zoho FSM to vTiger CRM
When New Module Entry in Zoho FSM
then Describe Module in vTiger CRM
When New/Updated Module Entry in Zoho FSM
then Create Contact in 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 Zoho FSM
Triggers and actions 9 triggers · 31 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.
Trigger
New Module EntryTriggers when a new record is created in the chosen Zoho FSM module, such as a work order, request or contact.
Trigger
New/Updated Module EntryTriggers when a record in the chosen Zoho FSM module is created or updated.
Trigger
Updated Module EntryTriggers when an existing record in the chosen Zoho FSM module is changed.
Action
Add assetCreates a new asset in Zoho FSM, optionally linked to a part, contact and company.
Action
Add companyCreates a new company record in Zoho FSM.
Action
Add contactCreates a new contact in Zoho FSM and returns its id.
Action
Add estimateCreates a new estimate in Zoho FSM for a contact and company, with optional service and part line items.
Action
Add noteAdds a note to a request, estimate, work order, service appointment, contact or asset record.
Action
Add requestCreates a new service request in Zoho FSM for a contact or company.
Action
Add service appointmentCreates a service appointment for line items of an existing work order in Zoho FSM, scheduled for the given start and end time.
Action
Add work orderCreates a new work order in Zoho FSM with its service line items, customer and addresses.
Action
Create Module EntryCreates a new record in any Zoho FSM module (Companies, Contacts, Assets, Requests, Work Orders and more) from the field values you supply.
Action
Find Module EntryFinds records in a Zoho FSM module (such as Contacts, Companies or Work Orders) whose chosen field matches a search value.
Action
Get Related RecordsReturns the records related to a Zoho FSM record, such as the notes, work orders or service appointments linked to a contact.
Action
Update Module EntryUpdates an existing record in a Zoho FSM module, such as a company, contact, asset, request or work order, with the field values you supply.
Action
Update work orderUpdates an existing work order in Zoho FSM, such as its summary, contact, company, addresses or service line items.
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
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Questions
vTiger CRM and Zoho FSM, 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 Zoho FSM when something happens in vTiger CRM?
Any of Zoho FSM's 13 actions, including Create Module Entry, Update Module Entry, Update work order and Add asset. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Zoho FSM to vTiger CRM?
Yes. When something happens in Zoho FSM, your agent can act in vTiger CRM too. This page covers both directions: Zoho FSM's triggers and vTiger CRM's actions are listed here as well.
Do I have to build a connector for vTiger CRM or Zoho FSM?
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 Zoho FSM 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.