--- title: "Connect Nuclino and Spotler CRM - APIANT.ai" description: "When \"New item\" fires in Nuclino, your agent runs \"Create Contact\" in Spotler CRM, or \"New Contact\" in Spotler CRM to \"Add item\" in Nuclino." canonical: "https://apiant.ai/connect/nuclino-to-spotler-crm" --- # Connect Nuclino and Spotler CRM When **New item** fires in [Nuclino](https://apiant.ai/connections/nuclino), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Add item** in Nuclino. Describe the whole flow and it is built, tested on every scenario and kept running. Nuclino **1** trigger Nuclino **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 Nuclino 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 Nuclino and Spotler CRM can do together ### From Nuclino to Spotler CRM - When **New item** in Nuclino then **Create Contact** in Spotler CRM - When **New item** in Nuclino then **Find Contact** in Spotler CRM ### From Spotler CRM to Nuclino - When **New Contact** in Spotler CRM then **Add item** in Nuclino - When **New Task** in Spotler CRM then **Update item** in Nuclino 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 Nuclino and Spotler CRM ## Triggers and actions 5 triggers · 17 actions - Trigger **New item** Triggers when a new item or collection is created in a Nuclino team or workspace. - Action **Add item** Creates a new item or collection in a Nuclino workspace or inside an existing collection, with optional title, Markdown content and field values. - Action **Add workspace** Creates a new, empty workspace in a Nuclino team. - Action **Delete item** Deletes an item or collection in Nuclino by moving it to the workspace trash. - Action **Get item** Returns a Nuclino item or collection by its ID, including its Markdown content and field values. - Action **Get user** Returns a Nuclino user's name, email and avatar by their user ID. - Action **Get workspace** Returns a Nuclino workspace, including its name, team, default view, fields and top-level items. - Action **List items** Returns the items and collections in a Nuclino team or workspace, optionally filtered by a search query (without item content). - Action **List teams** Returns the Nuclino teams the connected account belongs to. - Action **Update item** Updates the title, Markdown content, or field values of an existing Nuclino item or collection. - 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 - [ **Nuclino** Team wiki and knowledge-base platform for collaborative document editing, project notes, and fast internal...](https://apiant.ai/connections/nuclino) - [ **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 Nuclino - [ **Nuclino to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nuclino-to-salesforce) - [ **Nuclino to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nuclino-to-slack) - [ **Nuclino to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nuclino-to-stripe) - [ **Nuclino to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nuclino-to-shopify) - [ **Nuclino to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nuclino-to-quickbooks-online) - [ **Nuclino to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nuclino-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 ## Nuclino and Spotler CRM, answered ### ### What can start an automation from Nuclino? Any of Nuclino's 1 trigger in the catalog, including New item. 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 Nuclino? 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 Nuclino? Yes. When something happens in Spotler CRM, your agent can act in Nuclino too. This page covers both directions: Spotler CRM's triggers and Nuclino's actions are listed here as well. ### ### Do I have to build a connector for Nuclino 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 Nuclino 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.