--- title: "Connect MeisterTask and Spotler CRM - APIANT.ai" description: "When \"New Attachment\" fires in MeisterTask, your agent runs \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/meistertask-to-spotler-crm" --- # Connect MeisterTask and Spotler CRM When **New Attachment** fires in [MeisterTask](https://apiant.ai/connections/meistertask), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Create Task** in MeisterTask. Describe the whole flow and it is built, tested on every scenario and kept running. MeisterTask **9** triggers MeisterTask **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 MeisterTask 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 MeisterTask and Spotler CRM can do together ### From MeisterTask to Spotler CRM - When **New Attachment** in MeisterTask then **Create Contact** in Spotler CRM - When **New Checklist Item** in MeisterTask then **Find Contact** in Spotler CRM ### From Spotler CRM to MeisterTask - When **New Contact** in Spotler CRM then **Create Task** in MeisterTask - When **New Task** in Spotler CRM then **Update Task** in MeisterTask 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 MeisterTask and Spotler CRM ## Triggers and actions 13 triggers · 17 actions - Trigger **New Attachment** Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to. - Trigger **New Checklist Item** Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to. - Trigger **New Comment** Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on. - Trigger **New Label** Triggers when a new label is created in the project you pick. Returns the label's name and color. - Trigger **New Person** Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added. - Trigger **New Project** Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status. - Trigger **New Section** Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit. - Trigger **New Task** Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee. - Trigger **New Task Label** Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to. - Action **Create Attachment** Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link. - Action **Create Label** Creates a new label in a MeisterTask project. Returns the label's ID, name and color. - Action **Create Task** Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project. - Action **Create Task Label** Adds an existing project label to a MeisterTask task. Returns the link between the task and the label. - Action **Find Attachment** Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link. - Action **Find Label** Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color. - Action **Find Person** Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email. - Action **Find Task** Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee. - Action **Update Task** Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value. - 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 - [ **MeisterTask** MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations...](https://apiant.ai/connections/meistertask) - [ **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 MeisterTask - [ **MeisterTask to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/meistertask-to-salesforce) - [ **MeisterTask to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/meistertask-to-slack) - [ **MeisterTask to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/meistertask-to-stripe) - [ **MeisterTask to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/meistertask-to-shopify) - [ **MeisterTask to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/meistertask-to-quickbooks-online) - [ **MeisterTask to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/meistertask-to-pipedrive) ## 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 ## MeisterTask and Spotler CRM, answered ### ### What can start an automation from MeisterTask? Any of MeisterTask's 9 triggers in the catalog, including New Attachment, New Checklist Item, New Comment and New Label. 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 MeisterTask? 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 MeisterTask? Yes. When something happens in Spotler CRM, your agent can act in MeisterTask too. This page covers both directions: Spotler CRM's triggers and MeisterTask's actions are listed here as well. ### ### Do I have to build a connector for MeisterTask 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 MeisterTask 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.