Integration
Connect EasyPractice and Spotler CRM
When New Appointment fires in EasyPractice, your agent runs Create Contact in Spotler CRM, or New Contact in Spotler CRM to Find Client by Email in EasyPractice. 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 EasyPractice 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 EasyPractice and Spotler CRM can do together
From EasyPractice to Spotler CRM
When New Appointment in EasyPractice
then Create Contact in Spotler CRM
From Spotler CRM to EasyPractice
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 EasyPractice and Spotler CRM
Triggers and actions 8 triggers · 18 actions
- Client Deactivated
Triggers when an EasyPractice client is set to inactive.
- New Appointment
Triggers when a new appointment is booked in EasyPractice.
- New Client
Triggers when a new client is added in EasyPractice.
- New Invoice
Triggers when a new invoice is created in EasyPractice.
- Create Client
Creates a client in EasyPractice.
- Create Client Tag
Creates a tag that can be put on EasyPractice clients.
- Delete Booking
Deletes an EasyPractice appointment.
- Delete Client
Deletes an EasyPractice client.
- Find Client by Email
Finds EasyPractice clients whose email matches the address you give.
- Get Booking
Returns one EasyPractice appointment by its ID, including its calendar, client and services.
- List Calendars
Returns the calendars in the EasyPractice account.
- List Employees
Returns the employees on the EasyPractice account.
- List Services
Returns the services offered in the EasyPractice account, with price and duration.
- Update Client
Updates an existing EasyPractice client. The vendor requires the client's name on every update.
- 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
EasyPractice and Spotler CRM, answered
What can start an automation from EasyPractice?
Any of EasyPractice's 4 triggers in the catalog, including New Appointment, New Client, New Invoice and Client Deactivated. 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 EasyPractice?
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 EasyPractice?
Yes. When something happens in Spotler CRM, your agent can act in EasyPractice too. This page covers both directions: Spotler CRM's triggers and EasyPractice's actions are listed here as well.
Do I have to build a connector for EasyPractice 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 EasyPractice 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.