--- title: "Connect Smartsheet and Spotler CRM - APIANT.ai" description: "When \"New row\" fires in Smartsheet, your agent runs \"Create Contact\" in Spotler CRM, or \"New Contact\" in Spotler CRM to \"Add row\" in Smartsheet." canonical: "https://apiant.ai/connect/smartsheet-to-spotler-crm" --- # Connect Smartsheet and Spotler CRM When **New row** fires in [Smartsheet](https://apiant.ai/connections/smartsheet), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Add row** in Smartsheet. Describe the whole flow and it is built, tested on every scenario and kept running. Smartsheet **3** triggers Smartsheet **26** 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 Smartsheet 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 Smartsheet and Spotler CRM can do together ### From Smartsheet to Spotler CRM - When **New row** in Smartsheet then **Create Contact** in Spotler CRM - When **New sheet** in Smartsheet then **Find Contact** in Spotler CRM ### From Spotler CRM to Smartsheet - When **New Contact** in Spotler CRM then **Add row** in Smartsheet - When **New Task** in Spotler CRM then **Add row attachment** in Smartsheet 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 Smartsheet and Spotler CRM ## Triggers and actions 7 triggers · 34 actions - Trigger **New row** Triggered when a new row is added to the specified sheet. Polls rows modified since the last check and emits new ones. - Trigger **New sheet** Triggered when a new sheet is created. Polls the list of sheets and emits newly seen ones. - Trigger **Updated row** Triggered when any row is updated in the specified sheet. Polls rows modified since the last check and emits updated ones. - Action **Add column** /sheets/{sheetId}/columns - add columns to a sheet. - Action **Add comment** /sheets/{sheetId}/discussions/{discussionId}/comments - add a comment to a discussion. - Action **Add discussion** Starts a new discussion on a sheet with a first comment, and returns the discussion. - Action **Add folder** /folders/{folderId}/folders or /home/folders - create a folder. - Action **Add home folder** Creates a folder at the top level of your Sheets home and returns it. - Action **Add row** Adds a new row to the specified sheet. Provide cells as an array of {columnId, value}. Set location to Top or Bottom. - Action **Add row attachment** /sheets/{sheetId}/rows/{rowId}/attachments - attach file or URL to a row. - Action **Add sheet** /sheets - create a sheet with columns. - Action **Copy row to another sheet** Copies a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic. - Action **Copy sheet** /sheets/{sheetId}/copy - copy a sheet to a folder/workspace. - Action **Delete row** Deletes a row from a sheet given its Row ID. - Action **Delete row if deal does not exist in ActiveCampaign (Cisco)** Compares deals from ActiveCampaign with the Smartsheet 'ActiveCampaign Deal ID' column. Deletes rows whose deal ID is not present in the supplied list of existing ActiveCampaign deal IDs. Built from intent against Smartsheet API 2.0. - Action **Find rows** Searches for rows in a specified sheet containing the specified value (in any column). Returns zero or more row IDs. Use the 'Get row' action within a Loop to fetch each row's contents. - Action **Find rows by column value** Searches for rows in a specified sheet having the specified value in a specified column. Zero, one, or multiple row IDs may be returned. - Action **Find sheets by keyword** Returns the sheets that match the specified keyword. - Action **Find single row** Searches for a single row in a specified sheet matching the specified value (in any column). If zero or multiple rows are found, an error occurs. - Action **Find single row by column value** Searches for a single row in a specified sheet having the specified value in a specified column. If zero or multiple rows are found, an error occurs. - Action **Get discussion** Returns a sheet discussion with its title and comments. - Action **Get folder** Returns a folder with the folders and sheets directly inside it. - Action **Get row** Returns the column data for the specified row. An error occurs if the row is not found. - Action **Get sheet** Fetches a sheet by ID, including its columns and rows. An error occurs if the sheet is not found. - Action **List row attachments** Returns the attachments on a row of a Smartsheet sheet, such as files and links, with their names, types and addresses. - Action **Move row to another sheet** Moves a row from one sheet to another sheet. The placement of the cells in the destination sheet is determined by Smartsheet's logic. - Action **Two-way sync add or update a row** Creates or updates a row in a sheet. For use only with two-way sync triggers. If a Row ID is supplied the row is updated; otherwise a new row is added. - Action **Update row** Updates a row in a specified sheet. Provide the Row ID and cells as an array of {columnId, value}. - Action **Update sheet** /sheets/{sheetId} - update sheet properties (name, project settings). - 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 - [ **Smartsheet** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connections/smartsheet) - [ **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 Smartsheet - [ **Smartsheet to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/smartsheet-to-bugcrowd) - [ **Smartsheet to Compdfkit Pdf Converter** API and SDK for converting PDFs to and from Word, Excel, and other office formats, plus editing and merging...](https://apiant.ai/connect/smartsheet-to-compdfkit-pdf-converter) - [ **Smartsheet to EZOfficeInventory** EZOfficeInventory is asset tracking software that lets you track, maintain and report on your equipment so...](https://apiant.ai/connect/smartsheet-to-ezofficeinventory) - [ **Smartsheet 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/smartsheet-to-livechat) - [ **Smartsheet to Studio Ghibli** The Studio Ghibli API is a public catalogue of the people, places and things from the Studio Ghibli film...](https://apiant.ai/connect/smartsheet-to-studio-ghibli) - [ **Smartsheet to Uku** Uku is an accounting practice management software that helps accounting firms organize, hit deadlines, save...](https://apiant.ai/connect/smartsheet-to-uku) ## 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 ## Smartsheet and Spotler CRM, answered ### ### What can start an automation from Smartsheet? Any of Smartsheet's 3 triggers in the catalog, including New row, New sheet and Updated row. 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 Smartsheet? 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 Smartsheet? Yes. When something happens in Spotler CRM, your agent can act in Smartsheet too. This page covers both directions: Spotler CRM's triggers and Smartsheet's actions are listed here as well. ### ### Do I have to build a connector for Smartsheet 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 Smartsheet 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.