--- title: "Connect MyDesk and Spotler CRM - APIANT.ai" description: "When \"New Appointment\" fires in MyDesk, your agent runs \"Create Contact\" in Spotler CRM, or \"New Contact\" in Spotler CRM to \"Create Contact\" in MyDesk." canonical: "https://apiant.ai/connect/mydesk-to-spotler-crm" --- # Connect MyDesk and Spotler CRM When **New Appointment** fires in [MyDesk](https://apiant.ai/connections/mydesk), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Create Contact** in MyDesk. Describe the whole flow and it is built, tested on every scenario and kept running. MyDesk **7** triggers MyDesk **13** 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 MyDesk 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 MyDesk and Spotler CRM can do together ### From MyDesk to Spotler CRM - When **New Appointment** in MyDesk then **Create Contact** in Spotler CRM - When **New Company** in MyDesk then **Find Contact** in Spotler CRM ### From Spotler CRM to MyDesk - When **New Contact** in Spotler CRM then **Create Contact** in MyDesk - When **New Task** in Spotler CRM then **Create Task** in MyDesk 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 MyDesk and Spotler CRM ## Triggers and actions 11 triggers · 21 actions - Trigger **New Appointment** Triggered when a new appointment is created in MyDesk. - Trigger **New Company** Triggers when a new company is created in MyDesk. - Trigger **New Contact** Triggers when a new contact is created in MyDesk. - Trigger **New Opportunity** Triggered when a new opportunity is created in MyDesk. - Trigger **New Task** Triggered when a new task is created in MyDesk. - Trigger **Task Completed** Triggers when a task is marked as completed in MyDesk. - Trigger **Task Overdue** Triggers when an open task passes its planned date without being completed. - Action **Create Address** Creates a new address in MyDesk and links it to a company, country and address type. Returns the new address's ids. - Action **Create Company** Creates a new company (account) in MyDesk and returns its id. - Action **Create Contact** Creates a new contact in MyDesk and links it to a company. Returns the new contact's MyDesk id and your own id. - Action **Create Task** Creates a new task in MyDesk and returns its id. - Action **Find Contact** Returns the MyDesk contacts that match the name, email address, your own identifier or filter you supply. - Action **Find Country** Returns the countries in your MyDesk environment that match a name, your own identifier or an extra condition. - Action **Find Opportunity** Returns the opportunities in MyDesk that match your own identifier or a filter condition. - Action **Find Representative** Returns the representatives in MyDesk that match the name, your own identifier or filter you specify. - Action **Find Task** Returns the MyDesk tasks that match your identifier, subject or filter condition. - Action **Update Company** Updates an existing company in MyDesk by its id. Only the fields you fill in change; everything else keeps its current value. - Action **Update Contact** Updates an existing contact in MyDesk, changing only the fields you fill in and keeping the rest as they are. - Action **Update Opportunity** Updates an existing opportunity in MyDesk by its id, changing only the values you supply and keeping everything else on the record. - Action **Update Task** Updates an existing task by its MyDesk id, changing only the fields you fill in and returning the updated task. - 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 - [ **MyDesk** MyDesk: Get started quickly with a user-friendly CRM for sales.](https://apiant.ai/connections/mydesk) - [ **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 MyDesk - [ **MyDesk to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/mydesk-to-elevenlabs) - [ **MyDesk to EZ Texting** EZ Texting is a text marketing platform to send and receive SMS & MMS via web and mobile apps.](https://apiant.ai/connect/mydesk-to-ez-texting) - [ **MyDesk to FontDownloader** A hassle free API for managing web fonts provided by Google Fonts](https://apiant.ai/connect/mydesk-to-fontdownloader) - [ **MyDesk to LambdaTest** LambdaTest is a platform to perform Automated and Live Interactive Cross Browser Testing on 3000+ Real...](https://apiant.ai/connect/mydesk-to-lambdatest) - [ **MyDesk to Layer4** Layer4 is a blockchain integration platform that simplifies working with blockchain technology.](https://apiant.ai/connect/mydesk-to-layer4) - [ **MyDesk to Maidpad** Maidpad is a platform that helps cleaning businesses manage their operations efficiently.](https://apiant.ai/connect/mydesk-to-maidpad) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## MyDesk and Spotler CRM, answered ### ### What can start an automation from MyDesk? Any of MyDesk's 7 triggers in the catalog, including New Appointment, New Company, New Contact and New Opportunity. 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 MyDesk? 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 MyDesk? Yes. When something happens in Spotler CRM, your agent can act in MyDesk too. This page covers both directions: Spotler CRM's triggers and MyDesk's actions are listed here as well. ### ### Do I have to build a connector for MyDesk 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 MyDesk 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.