Integration
Connect Campaign Refinery and Spotler CRM
When New Custom Attribute fires in Campaign Refinery, your agent runs Create Contact in Spotler CRM, or New Contact in Spotler CRM to Create Custom Attribute in Campaign Refinery. 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 Campaign Refinery and Spotler CRM 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 Campaign Refinery and Spotler CRM can do together
From Campaign Refinery to Spotler CRM
When New Custom Attribute in Campaign Refinery
then Create Contact in Spotler CRM
From Spotler CRM to Campaign Refinery
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 Campaign Refinery and Spotler CRM
Triggers and actions 9 triggers · 21 actions
- New Custom Attribute
Triggers when there is a new custom attribute.
- New Custom Attribute Group
Triggers when there is a new custom attribute group.
- New Form
Triggers when there is a new form.
- New Goal
Triggers when there is a new goal.
- New Tag
Triggers when a new tag is created.
- Create Custom Attribute
Creates a custom attribute.
- Create Custom Attribute Group
Creates a custom attribute group.
- Create Form
Creates a form.
- Create Goal
Creates a goal.
- Create Tag
Creates a tag.
- Delete Tag
Schedules a tag for deletion.
- Find Custom Attribute
Finds a custom attribute by key.
- Find Form
Finds a form by name.
- Find Goal
Finds a goal by name.
- Find Tag
Finds a tag by name.
- Update Custom Attribute
Updates a custom attribute.
- Update Form
Updates a form.
- Update Goal
Updates a goal.
- New Contact
Triggers when a new contact is created in Spotler CRM.
- New Task
Triggers when a new task is created in Spotler CRM.
- New/Updated Account
Triggers when an account is created or updated in Spotler CRM.
- New/Updated Opportunity
Triggers when an opportunity is created or updated in Spotler CRM.
- Create Account
Creates a new account (company) record in Spotler CRM.
- Create Activity
Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
- Create Contact
Creates a contact in Spotler CRM, linked to an existing account.
- Create Opportunity
Creates a new opportunity (sales deal) against an account in Spotler CRM.
- Find Account
Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
- Find Contact
Finds contacts whose email address matches exactly and returns the first match plus all matches.
- List Dropdown Values
Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
- 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.
Each app on its own
Reviews
What our customers say
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Questions
Campaign Refinery and Spotler CRM, answered
What can start an automation from Campaign Refinery?
Any of Campaign Refinery's 5 triggers in the catalog, including New Custom Attribute, New Custom Attribute Group, New Form and New Goal. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Spotler CRM when something happens in Campaign Refinery?
Any of Spotler CRM's 8 actions, including Create Account, Create Activity, Create Contact and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Spotler CRM to Campaign Refinery?
Yes. When something happens in Spotler CRM, your agent can act in Campaign Refinery too. This page covers both directions: Spotler CRM's triggers and Campaign Refinery's actions are listed here as well.
Do I have to build a connector for Campaign Refinery or Spotler CRM?
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 Campaign Refinery and Spotler CRM 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.