Integration
Connect Formidable Forms and Spotler CRM
When New Entry fires in Formidable Forms, your agent runs Create Contact in Spotler CRM, or New Contact in Spotler CRM to Create Entry in Formidable Forms. 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 Formidable Forms 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 Formidable Forms and Spotler CRM can do together
From Formidable Forms to Spotler CRM
When New Entry in Formidable Forms
then Create Contact in Spotler CRM
When New Entry in Formidable Forms
then Find Contact in Spotler CRM
From Spotler CRM to Formidable Forms
When New Contact in Spotler CRM
then Create Entry in Formidable Forms
When New Task in Spotler CRM
then Find Entries in Formidable Forms
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 Formidable Forms and Spotler CRM
Triggers and actions 5 triggers · 13 actions
Trigger
New EntryTriggers when a new entry is submitted to a Formidable form.
Action
Create EntryCreates a new entry in a Formidable form using the values you supply for that form's fields, and returns the created entry.
Action
Find EntriesReturns the entries that contain a search value in any of their fields, optionally limited to one form.
Action
Get EntryReturns one form entry by its ID or key, including its saved field values. An error occurs if the entry is not found.
Action
Get FormReturns one form's details, such as its name, key, description and preview link.
Action
List FormsReturns the forms on your Formidable Forms site, with each form's ID, key, name and creation date.
Trigger
New ContactTriggers when a new contact is created in Spotler CRM.
Trigger
New TaskTriggers when a new task is created in Spotler CRM.
Trigger
New/Updated AccountTriggers when an account is created or updated in Spotler CRM.
Trigger
New/Updated OpportunityTriggers when an opportunity is created or updated in Spotler CRM.
Action
Create AccountCreates a new account (company) record in Spotler CRM.
Action
Create ActivityCreates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
Action
Create ContactCreates a contact in Spotler CRM, linked to an existing account.
Action
Create OpportunityCreates a new opportunity (sales deal) against an account in Spotler CRM.
Action
Find AccountFinds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
Action
Find ContactFinds contacts whose email address matches exactly and returns the first match plus all matches.
Action
List Dropdown ValuesReturns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
Action
Update Dropdown ListAppends 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
Formidable Forms and Spotler CRM, answered
What can start an automation from Formidable Forms?
Any of Formidable Forms's 1 trigger in the catalog, including New Entry. 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 Formidable Forms?
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 Formidable Forms?
Yes. When something happens in Spotler CRM, your agent can act in Formidable Forms too. This page covers both directions: Spotler CRM's triggers and Formidable Forms's actions are listed here as well.
Do I have to build a connector for Formidable Forms 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 Formidable Forms 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.