Integration
Connect CommCare and Spotler CRM
When New Case fires in CommCare, your agent runs Create Contact in Spotler CRM, or New Contact in Spotler CRM to Create Case in CommCare. 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 CommCare 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 CommCare and Spotler CRM can do together
From CommCare to Spotler CRM
When New Case in CommCare
then Create Contact in Spotler CRM
From Spotler CRM to CommCare
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 CommCare and Spotler CRM
Triggers and actions 7 triggers · 21 actions
- New Case
Triggers when a new case is opened in your CommCare project, optionally only for one case type.
- New Form Submission
Triggers when a form is submitted in your CommCare project, optionally only for one form or app.
- New or Updated Case
Triggers when a case is opened or changed in your CommCare project, optionally only for one case type.
- Create Case
Creates a new case in your CommCare project with the given type, name, owner and custom properties.
- Create Mobile Worker
Creates a new mobile worker in your CommCare project.
- Delete Mobile Worker
Deletes a mobile worker from your CommCare project.
- Find Case by External ID
Finds the CommCare case carrying the given external ID and returns it.
- Get Case
Returns one CommCare case, including its properties and parent links, by its case ID.
- Get Form
Returns one submitted CommCare form, with its answers and metadata, by its form ID.
- Get Mobile Worker
Returns one CommCare mobile worker by ID.
- List Cases
Returns cases in your CommCare project, optionally filtered by case type, owner, external ID, open/closed status and last-modified date.
- List Forms
Returns submitted forms in your CommCare project, optionally filtered by form type, app and received date.
- List Groups
Returns the user groups in your CommCare project with their member user IDs.
- List Mobile Workers
Returns the mobile workers in your CommCare project, optionally filtered by username or group.
- Update Case
Updates an existing CommCare case's name, owner or custom properties, or closes it.
- Update Mobile Worker
Updates a CommCare mobile worker's name, email, language, location or password.
- 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
CommCare and Spotler CRM, answered
What can start an automation from CommCare?
Any of CommCare's 3 triggers in the catalog, including New Case, New Form Submission and New or Updated Case. 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 CommCare?
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 CommCare?
Yes. When something happens in Spotler CRM, your agent can act in CommCare too. This page covers both directions: Spotler CRM's triggers and CommCare's actions are listed here as well.
Do I have to build a connector for CommCare 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 CommCare 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.