--- title: "Connect Pinata and Spotler CRM - APIANT.ai" description: "When \"New Pin\" fires in Pinata, your agent runs \"Create Contact\" in Spotler CRM, or \"New Contact\" in Spotler CRM to \"Add file to group\" in Pinata." canonical: "https://apiant.ai/connect/pinata-to-spotler-crm" --- # Connect Pinata and Spotler CRM When **New Pin** fires in [Pinata](https://apiant.ai/connections/pinata), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Add file to group** in Pinata. Describe the whole flow and it is built, tested on every scenario and kept running. Pinata **1** trigger Pinata **14** 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 Pinata 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 Pinata and Spotler CRM can do together ### From Pinata to Spotler CRM - When **New Pin** in Pinata then **Create Contact** in Spotler CRM - When **New Pin** in Pinata then **Find Contact** in Spotler CRM ### From Spotler CRM to Pinata - When **New Contact** in Spotler CRM then **Add file to group** in Pinata - When **New Task** in Spotler CRM then **Update file** in Pinata 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 Pinata and Spotler CRM ## Triggers and actions 5 triggers · 22 actions - Trigger **New Pin** Triggers when you have a new pinned file. - Action **Add file to group** Associates an existing file with a group by ID. - Action **Add group** Adds a new group for organizing pinned files. - Action **Delete file** Deletes a file from your Pinata account on the public or private IPFS network. - Action **Delete group** Deletes a group from your Pinata account on the public or private IPFS network. Files in the group are not deleted. - Action **Get file** Fetches a file's metadata by ID. An error occurs if the file is not found. - Action **Get group** Retrieves a single Pinata group by its id on the public or private IPFS network. - Action **List files** Returns all files on the chosen IPFS network, optionally filtered. - Action **List groups** Returns all groups on the account. - Action **Pin File** Uploads (pins) a file to Pinata on the public or private IPFS network. - Action **Pin JSON to IPFS** Uploads a JSON object to Pinata and pins it to public IPFS, returning its CID. - Action **Pin NFT Metadata File** Uploads a JSON object (such as NFT metadata with name, description, image and attributes) to Pinata and pins it to IPFS, returning its CID. - Action **Remove file from group** Removes a file from a group on the public or private IPFS network. The file itself is not deleted. - Action **Update file** Updates the name and/or key-value metadata of a file on Pinata's public or private IPFS network. - Action **Update group** Updates the name or public/private setting of a Pinata group. - 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 - [ **Pinata** Pinata is the simplest way to upload and manage files on IPFS.](https://apiant.ai/connections/pinata) - [ **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 Pinata - [ **Pinata to LiveChat** LiveChat is a web-based live chat and help desk platform that lets you chat with website visitors, manage...](https://apiant.ai/connect/pinata-to-livechat) - [ **Pinata to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/pinata-to-hubspot) - [ **Pinata to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pinata-to-salesforce) - [ **Pinata to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/pinata-to-slack) - [ **Pinata to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/pinata-to-gmail) - [ **Pinata to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/pinata-to-google-drive) ## 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 ## Pinata and Spotler CRM, answered ### ### What can start an automation from Pinata? Any of Pinata's 1 trigger in the catalog, including New Pin. 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 Pinata? 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 Pinata? Yes. When something happens in Spotler CRM, your agent can act in Pinata too. This page covers both directions: Spotler CRM's triggers and Pinata's actions are listed here as well. ### ### Do I have to build a connector for Pinata 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 Pinata 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.