Connect Bento and Spotler CRM

Both apps 39Bento 27Spotler CRM 12

• Trigger
  New Tag

  Triggers when a new tag is created on your Bento site.

• Action
  Add broadcast

  Creates a broadcast email draft in Bento, optionally scheduled and approved for sending to tagged or segmented subscribers.

• Action
  Create Field

  Creates a custom subscriber field on your Bento site.

• Action
  Create or Update User

  Creates a Bento subscriber, or updates the name of an existing one, by email address.

• Action
  Create or Update User and Apply Tag

  Creates or updates a Bento subscriber by email and applies one or more tags, without triggering Flows.

• Action
  Create or Update User and Apply Tag (Trigger Flows)

  Applies a tag to a Bento subscriber (creating them if needed) through an event, so any Flows listening for that tag start.

• Action
  Create Tag

  Creates a tag on your Bento site.

• Action
  Delete tag

  Discards a tag in Bento by name (running it on an already-discarded tag restores it).

• Action
  Fetch Site Metrics

  Returns your Bento site's user, subscriber and unsubscriber counts.

• Action
  Fetch Subscriber

  Returns a Bento subscriber's details, tags and custom fields by email address.

• Action
  Get email template

  Returns one email template, including its name, subject and HTML content.

• Action
  Get segment

  Returns one segment, including its name, description and filter definition.

• Action
  Import subscribers

  Queues up to 1,000 subscribers for import or update in Bento. Imports do not trigger automations.

• Action
  List Broadcasts

  Returns one page of Bento broadcasts with the chosen status, including their send stats.

• Action
  List Fields

  Returns every custom subscriber field on your Bento site.

• Action
  List segments

  Returns all segments in your Bento site.

• Action
  List sequences

  Returns the sequences on your Bento site, including each sequence's email templates.

• Action
  List Tags

  Returns every tag on your Bento site.

• Action
  List workflows

  Returns all workflows on the Bento site, with their name, status and email templates.

• Action
  Remove Tag from Subscriber

  Removes a tag from a Bento subscriber by email.

• Action
  Send Transactional Email

  Sends an email through Bento to one recipient, optionally as transactional so it reaches unsubscribed people.

• Action
  Track Event

  Records a custom event for a Bento subscriber, optionally updating their profile fields; events can start Flows.

• Action
  Track Subscribe Event

  Subscribes or unsubscribes a Bento subscriber by email.

• Action
  Track Unique Event

  Records a purchase for a Bento subscriber with its value, counted once per order ID.

• Action
  Update email template

  Updates the subject, HTML content, or editor type of a Bento email template.

• Action
  Update Subscriber Field

  Sets one custom field value on a Bento subscriber.

• Action
  Validate Email

  Checks whether an email address looks valid and deliverable.

• Trigger
  New Contact

  Triggers when a new contact is created in Spotler CRM.

• Trigger
  New Task

  Triggers when a new task is created in Spotler CRM.

• Trigger
  New/Updated Account

  Triggers when an account is created or updated in Spotler CRM.

• Trigger
  New/Updated Opportunity

  Triggers when an opportunity is created or updated in Spotler CRM.

• Action
  Create Account

  Creates a new account (company) record in Spotler CRM.

• Action
  Create Activity

  Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.

• Action
  Create Contact

  Creates a contact in Spotler CRM, linked to an existing account.

• Action
  Create Opportunity

  Creates a new opportunity (sales deal) against an account in Spotler CRM.

• Action
  Find Account

  Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.

• Action
  Find Contact

  Finds contacts whose email address matches exactly and returns the first match plus all matches.

• Action
  List Dropdown Values

  Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.

• Action
  Update Dropdown List

  Appends one or more new values to a dropdown (lookup) list in Spotler CRM.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.