Connect Saasu and Spotler CRM

Both apps 34Saasu 22Spotler CRM 12

• Trigger
  New Contact

  Triggers when a new contact is added to your Saasu file.

• Action
  Add activity

  Creates an activity (task, call, meeting, note) in your Saasu file, optionally attached to a contact or transaction.

• Action
  Add company

  Creates a company record in Saasu.

• Action
  Add item

  Creates an inventory or combo item in Saasu.

• Action
  Add journal

  Creates a manual journal entry with debit and credit lines in a Saasu file.

• Action
  Create Contact

  Creates a new contact (person) in your Saasu file and returns its id.

• Action
  Create Item Invoice

  Creates an item-layout invoice, quote or order in Saasu with inventory item line items.

• Action
  Create Service Invoice

  Creates a service-layout sale or purchase invoice in Saasu, with line items described by account and amount.

• Action
  Delete contact

  Deletes a contact from your Saasu file.

• Action
  Delete invoice

  Deletes a sale or purchase invoice from the Saasu file.

• Action
  Delete item

  Deletes an inventory item from the Saasu file.

• Action
  Email invoice

  Emails a Saasu invoice to the email address you specify.

• Action
  Find accounts

  Returns the accounts in your Saasu chart of accounts, filtered by type, status, bank-account flag or header account.

• Action
  Find companies

  Returns the companies in your Saasu file whose name matches, optionally limited to a last-modified date range.

• Action
  Find Contact

  Finds Saasu contacts matching an email, name, company or other criteria and returns the matching contacts.

• Action
  Find items

  Returns the inventory and combo items whose code or description matches the search text.

• Action
  Get contact

  Returns a single Saasu contact by its ID.

• Action
  Get invoice

  Returns a single Saasu invoice (sale or purchase) by its ID, including line items and totals.

• Action
  Get journal

  Returns a single journal transaction, including its date, reference, summary and journal line items.

• Action
  Update contact

  Updates an existing contact in Saasu, such as their name, email, phone numbers, addresses and customer/supplier flags.

• Action
  Update invoice

  Updates an existing Saasu sale or purchase invoice, replacing its details and line items.

• Action
  Update item

  Updates an existing inventory or combo item in Saasu, such as its code, description, prices, accounts and tax codes.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.