Integration
Connect JotForm and Spotler CRM
When New Form Submission fires in JotForm, your agent runs Create Contact in Spotler CRM, or New Contact in Spotler CRM to Add New Question to Specified Form in JotForm. 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 JotForm 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 JotForm and Spotler CRM can do together
From JotForm to Spotler CRM
When New Form Submission in JotForm
then Create Contact in Spotler CRM
When New Form Submission in JotForm
then Find Contact in Spotler CRM
From Spotler CRM to JotForm
When New Contact in Spotler CRM
then Add New Question to Specified Form in JotForm
When New Task in Spotler CRM
then Add or Edit a Single Question Properties in JotForm
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 JotForm and Spotler CRM
Triggers and actions 6 triggers · 44 actions
Trigger
New Form SubmissionPolling trigger: fires when a new submission is received for the specified form.
Trigger
New Form Submission (instant)Triggers instantly when someone submits the chosen form.
Action
Add New Question to Specified FormAdd new question to specified form
Action
Add or Edit a Single Question PropertiesAdd or edit a single question properties
Action
Add Resources to LabelAdd Resources to Label
Action
Add Submissions to the FormAdd Submissions to the Form
Action
Clone FormClone an existing form.
Action
Create FolderCreate Folder
Action
Create FormCreate a new form
Action
Create or Replace FormCreate new forms
Action
Create ReportCreate report
Action
Create SubmissionAdd a new submission to a form. Provide answers keyed by submission[<qid>] field names.
Action
Delete a ReportDelete a Report
Action
Delete FolderDelete Folder
Action
Delete FormDelete a form (moves to trash).
Action
Delete Form QuestionDelete Form Question
Action
Delete SubmissionDelete a single submission.
Action
Edit Submission DataEdit Submission Data
Action
Get Details About a QuestionGet Details About a Question
Action
Get FolderGet details of a specific folder including the forms it contains.
Action
Get FormGet the details of a specific form.
Action
Get Form FilesList files uploaded to a form's submissions.
Action
Get Form QuestionsGet a list of all questions on a form.
Action
Get HistoryGet History
Action
Get Label ResourcesGet Label Resources
Action
Get Report DetailsGet Report Details
Action
Get SubmissionGet details of a specific submission.
Action
Get Submission PDFDownloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach.
Action
Get User ReportsGet User Reports
Action
List Account SubmissionsList all submissions across all forms on the account.
Action
List FoldersGet a list of form folders on the account.
Action
List Form ReportsList all reports for a specific form.
Action
List FormsList all forms on the account.
Action
List Form SubmissionsList submissions for a specific form.
Action
Remove Resources from LabelRemove Resources from Label
Action
Replace Form PropertiesAdd or edit properties of a specific form
Action
Set Form PropertiesAdd or edit properties of a specific form
Action
Update FolderUpdate Folder
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
More from JotForm
JotForm to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
JotForm to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
JotForm to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
JotForm to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
JotForm to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
JotForm to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
More into Spotler CRM
HubSpot to Spotler CRMHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Spotler CRMSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Spotler CRMSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Spotler CRMGoogle Sheets
Gmail to Spotler CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Spotler CRMGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
JotForm and Spotler CRM, answered
What can start an automation from JotForm?
Any of JotForm's 2 triggers in the catalog, including New Form Submission and New Form Submission (instant). 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 JotForm?
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 JotForm?
Yes. When something happens in Spotler CRM, your agent can act in JotForm too. This page covers both directions: Spotler CRM's triggers and JotForm's actions are listed here as well.
Do I have to build a connector for JotForm 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 JotForm 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.