--- title: "Connect Secureframe and Spotler CRM - APIANT.ai" description: "When \"New Trust Center Request\" fires in Secureframe, your agent runs \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/secureframe-to-spotler-crm" --- # Connect Secureframe and Spotler CRM When **New Trust Center Request** fires in [Secureframe](https://apiant.ai/connections/secureframe), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Update a User** in Secureframe. Describe the whole flow and it is built, tested on every scenario and kept running. Secureframe **1** trigger Secureframe **30** 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 Secureframe 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 Secureframe and Spotler CRM can do together ### From Secureframe to Spotler CRM - When **New Trust Center Request** in Secureframe then **Create Contact** in Spotler CRM - When **New Trust Center Request** in Secureframe then **Find Contact** in Spotler CRM ### From Spotler CRM to Secureframe - When **New Contact** in Spotler CRM then **Update a User** in Secureframe - When **New Task** in Spotler CRM then **Link a User Account** in Secureframe 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 Secureframe and Spotler CRM ## Triggers and actions 5 triggers · 38 actions - Trigger **New Trust Center Request** Triggers when a new Trust Center request is created in Secureframe. - Action **Archive an Integration Connection** Archives an integration connection in Secureframe and returns the archived connection. - Action **Archive a Vendor** Archives a vendor in Secureframe and returns the archived vendor. - Action **Create a Test Evidence** Uploads an evidence file to a test and returns the created evidence record. - Action **Get a Cloud Resource** Returns a single Secureframe cloud resource by its ID. An error occurs if the cloud resource is not found. - Action **Get a Control** Returns a single Secureframe control by its ID, including its attributes. - Action **Get a Device** Returns a single device tracked in Secureframe, including its ID, type and attributes. - Action **Get a Framework** Returns a single Secureframe compliance framework by its ID. - Action **Get an Integration Connection** Returns a single Secureframe integration connection by its ID, including its type and attributes. - Action **Get a Repository** Returns a single Secureframe repository by its ID, including its type and attributes. - Action **Get a Test** Returns a single Secureframe test by its ID, including its type and attributes. - Action **Get a Trust Center Request** Returns a single Trust Center request, identified by its ID, including its details and attributes. - Action **Get a User** Returns a single Secureframe user by ID, including the user's attributes. - Action **Get a User Account** Returns a single Secureframe user account by its ID. An error occurs if the user account is not found. - Action **Get a Vendor** Returns a single vendor from your Secureframe account by its ID. - Action **Get Evidence** Returns a single Secureframe evidence record by its ID. - Action **Link a User Account** Links a Secureframe user account to a personnel record and returns the updated user account. - Action **List Cloud Resources** Returns the cloud resources in your Secureframe company, optionally narrowed by a search query. - Action **List Controls** Returns the controls in your Secureframe account, optionally narrowed by a search query. - Action **List Devices** Returns the devices tracked in your Secureframe account, optionally narrowed by a search query. - Action **List Frameworks** Returns the compliance frameworks in your Secureframe account, optionally narrowed by a search query. - Action **List Integration Connections** Returns the integration connections in your Secureframe company, optionally narrowed by a search query. - Action **List Repositories** Returns the repositories in your Secureframe account, optionally narrowed by a search query. - Action **List Tests** Returns the tests in your Secureframe account, optionally narrowed by a search query. - Action **List Trust Center Requests** Returns the Trust Center requests in your Secureframe account, optionally narrowed by a search query. - Action **List User Accounts** Returns the user accounts in your Secureframe company, optionally narrowed by a search query. - Action **List Users** Returns the users in your Secureframe company, optionally narrowed by a search query. - Action **List Vendors** Returns the vendors in your Secureframe account, optionally narrowed by a search query. - Action **Update a Repository** Updates an existing Secureframe repository with the attribute values you provide and returns the updated repository. - Action **Update a Test** Updates an existing Secureframe test with the attribute values you provide and returns the updated test. - Action **Update a User** Updates a Secureframe user with the attribute values you provide and returns the updated user. - 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 - [ **Secureframe** Secureframe helps you build trust with customers.](https://apiant.ai/connections/secureframe) - [ **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 Secureframe - [ **Secureframe to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/secureframe-to-slack) - [ **Secureframe to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/secureframe-to-stripe) - [ **Secureframe to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/secureframe-to-shopify) - [ **Secureframe to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/secureframe-to-trello) - [ **Secureframe to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/secureframe-to-zoom) - [ **Secureframe to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/secureframe-to-twilio) ## 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 ## Secureframe and Spotler CRM, answered ### ### What can start an automation from Secureframe? Any of Secureframe's 1 trigger in the catalog, including New Trust Center Request. 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 Secureframe? 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 Secureframe? Yes. When something happens in Spotler CRM, your agent can act in Secureframe too. This page covers both directions: Spotler CRM's triggers and Secureframe's actions are listed here as well. ### ### Do I have to build a connector for Secureframe 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 Secureframe 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.