--- title: "Connect Craftboxx and Spotler CRM - APIANT.ai" description: "When \"New Appointment\" fires in Craftboxx, your agent runs \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/craftboxx-to-spotler-crm" --- # Connect Craftboxx and Spotler CRM When **New Appointment** fires in [Craftboxx](https://apiant.ai/connections/craftboxx), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Create Customer and Mailing-Address** in Craftboxx. Describe the whole flow and it is built, tested on every scenario and kept running. Craftboxx **10** triggers Craftboxx **9** actions Spotler CRM **4** triggers Spotler CRM **8** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Craftboxx and Spotler CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Craftboxx and Spotler CRM can do together ### From Craftboxx to Spotler CRM - When **New Appointment** in Craftboxx then **Create Contact** in Spotler CRM - When **New Article** in Craftboxx then **Find Contact** in Spotler CRM ### From Spotler CRM to Craftboxx - When **New Contact** in Spotler CRM then **Create Customer and Mailing-Address** in Craftboxx - When **New Task** in Spotler CRM then **Update Customer and Mailing-Address** in Craftboxx 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 Craftboxx and Spotler CRM ## Triggers and actions 14 triggers · 17 actions - Trigger **New Appointment** Triggers when a new Appointment is created in Craftboxx. - Trigger **New Article** Triggers when a new Article is created in Craftboxx. - Trigger **New Customer** Triggers when a new Customer is created in Craftboxx. - Trigger **New Customer Address** Triggers when a new Customer Address is created in Craftboxx. - Trigger **New Project** Triggers when a new Project is created in Craftboxx. - Trigger **Updated Appointment** Triggers when an Appointment is updated in Craftboxx. - Trigger **Updated Article** Triggers when an Article is updated in Craftboxx. - Trigger **Updated Customer** Triggers when a Customer is updated in Craftboxx. - Trigger **Updated Customer Address** Triggers when a Customer Address is updated in Craftboxx. - Trigger **Updated Project** Triggers when an Project is updated in Craftboxx. - Action **Create Article** Creates a new Article in Craftboxx - Action **Create Customer and Mailing-Address** Creates a new Customer and it's Mailing-Address in Craftboxx - Action **Create Project and Appointment** Creates a new Project and it's Appointment in Craftboxx - Action **Search Article** Finds an Article based on the provided search criteria in Craftboxx. - Action **Search Customer** Finds a Customer based on the provided search criteria in Craftboxx. - Action **Search Project** Finds a Project based on the provided search criteria in Craftboxx. - Action **Update Article** Updates an Article in Craftboxx - Action **Update Customer and Mailing-Address** Updates a Customer and it's Mailing-Address in Craftboxx - Action **Update Project and Appointment** Updates a Project and it's Appointment in Craftboxx - 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. ## Each app on its own - [ **Craftboxx** Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem...](https://apiant.ai/connections/craftboxx) - [ **Spotler CRM** Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.](https://apiant.ai/connections/spotler-crm) Reviews ## What our customers say ## More from Craftboxx - [ **Craftboxx to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/craftboxx-to-hubspot) - [ **Craftboxx to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/craftboxx-to-salesforce) - [ **Craftboxx to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/craftboxx-to-slack) - [ **Craftboxx to Google Sheets** Google Sheets](https://apiant.ai/connect/craftboxx-to-google-sheets) - [ **Craftboxx to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/craftboxx-to-gmail) - [ **Craftboxx to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/craftboxx-to-google-calendar) ## More into Spotler CRM - [ **HubSpot to Spotler CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-spotler-crm) - [ **Salesforce to Spotler CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-spotler-crm) - [ **Slack to Spotler CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-spotler-crm) - [ **Google Sheets to Spotler CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-spotler-crm) - [ **Gmail to Spotler CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-spotler-crm) - [ **Google Calendar to Spotler CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-spotler-crm) Questions ## Craftboxx and Spotler CRM, answered ### ### What can start an automation from Craftboxx? Any of Craftboxx's 10 triggers in the catalog, including New Appointment, New Article, New Customer and New Customer Address. 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 Craftboxx? 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 Craftboxx? Yes. When something happens in Spotler CRM, your agent can act in Craftboxx too. This page covers both directions: Spotler CRM's triggers and Craftboxx's actions are listed here as well. ### ### Do I have to build a connector for Craftboxx 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 Craftboxx 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.