--- title: "Connect Speak Ai and Spotler CRM - APIANT.ai" description: "When \"New Magic Prompts Response\" fires in Speak Ai, your agent runs \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/speak-ai-to-spotler-crm" --- # Connect Speak Ai and Spotler CRM When **New Magic Prompts Response** fires in [Speak Ai](https://apiant.ai/connections/speak-ai), your agent runs **Create Contact** in [Spotler CRM](https://apiant.ai/connections/spotler-crm), or **New Contact** in Spotler CRM to **Update Text Note** in Speak Ai. Describe the whole flow and it is built, tested on every scenario and kept running. Speak Ai **1** trigger Speak Ai **23** 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 Speak Ai 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 Speak Ai and Spotler CRM can do together ### From Speak Ai to Spotler CRM - When **New Magic Prompts Response** in Speak Ai then **Create Contact** in Spotler CRM - When **New Magic Prompts Response** in Speak Ai then **Find Contact** in Spotler CRM ### From Spotler CRM to Speak Ai - When **New Contact** in Spotler CRM then **Update Text Note** in Speak Ai - When **New Task** in Spotler CRM then **Upload File to Transcribe and Analyze** in Speak Ai 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 Speak Ai and Spotler CRM ## Triggers and actions 5 triggers · 31 actions - Trigger **New Magic Prompts Response** Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer. - Action **Add Automation** Create a new Speak AI automation. - Action **Add Field** Creates a new custom field in your Speak AI account. - Action **Add Folder** Create a new folder to organize media, text notes, and recordings. - Action **Ask AI Chat** Ask a question about one or more media items or a folder and get the AI chat answer back. - Action **Delete Automation** Delete an automation. - Action **Delete Folder** Delete a folder. - Action **Delete Media** Delete a media file from Speak AI. - Action **Delete Text Note** Delete a text note. - Action **Get Media Insights** Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file. - Action **Get Media Status** Gets the processing status and basic details of a Speak AI audio or video file. - Action **Get Media Transcript** Get the transcript of a media file. - Action **Get Text Note Insight** Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note. - Action **List Automations** List the automations (trigger + action workflows) configured in Speak AI. - Action **List Fields** Lists the custom fields defined in your Speak AI account. - Action **List Folders** List the folders in the account. - Action **List Media** List the media files (audio/video) in the account's Speak AI library. - Action **Run Magic Prompt** Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer. - Action **Update Automation** Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state. - Action **Update Folder** Update a folder's name or settings. - Action **Update Media** Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date. - Action **Update Text Note** Update the content of an existing text note. - Action **Upload File to Transcribe and Analyze** Uploads new audio or video files for automatic transcription and analysis. - Action **Upload Text Note to Analyze** Uploads new text notes for automatic insight analysis. - 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 - [ **Speak Ai** Speak Ai is a tool to analyze audio and video to get insights extraction and transcriptions.](https://apiant.ai/connections/speak-ai) - [ **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 Speak Ai - [ **Speak Ai to Bugcrowd** Bugcrowd API for interacting and tracking the reported issues programmatically](https://apiant.ai/connect/speak-ai-to-bugcrowd) - [ **Speak Ai to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/speak-ai-to-stripe) - [ **Speak Ai to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/speak-ai-to-trello) - [ **Speak Ai to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/speak-ai-to-zoom) - [ **Speak Ai to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/speak-ai-to-twilio) - [ **Speak Ai to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/speak-ai-to-typeform) ## 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 ## Speak Ai and Spotler CRM, answered ### ### What can start an automation from Speak Ai? Any of Speak Ai's 1 trigger in the catalog, including New Magic Prompts Response. 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 Speak Ai? 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 Speak Ai? Yes. When something happens in Spotler CRM, your agent can act in Speak Ai too. This page covers both directions: Spotler CRM's triggers and Speak Ai's actions are listed here as well. ### ### Do I have to build a connector for Speak Ai 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 Speak Ai 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.