Integration
Connect Spotler CRM to Base64.ai
When New Contact fires in Spotler CRM, your agent runs Scan a Document by Bytes in Base64.ai. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Spotler CRM and Base64.ai to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Spotler CRM can start in Base64.ai
When New Contact in Spotler CRM
then Scan a Document by Bytes in Base64.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 Spotler CRM and Base64.ai
Triggers and actions 4 triggers · 12 actions
- New Contact
Triggers when a new contact is created in Spotler CRM.
- New Task
Triggers when a new task is created in Spotler CRM.
- New/Updated Account
Triggers when an account is created or updated in Spotler CRM.
- New/Updated Opportunity
Triggers when an opportunity is created or updated in Spotler CRM.
- Create Account
Creates a new account (company) record in Spotler CRM.
- Create Activity
Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
- Create Contact
Creates a contact in Spotler CRM, linked to an existing account.
- Create Opportunity
Creates a new opportunity (sales deal) against an account in Spotler CRM.
- Find Account
Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
- Find Contact
Finds contacts whose email address matches exactly and returns the first match plus all matches.
- List Dropdown Values
Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
- Update Dropdown List
Appends one or more new values to a dropdown (lookup) list in Spotler CRM.
- Match faces
/api/face. With one document, detects faces; with document (ground truth) plus query (e.g. selfie), returns matching face coordinates. Accepts base64 data URI or url.
- Match signatures
/api/signature. With one document, detects signatures; with document (ground truth) plus query, verifies whether the signatures match. Accepts base64 data URI or url.
- Scan a Document by Bytes
Scans a document that is provided by a string of bytes (e.g. data:image/png;base64,iVBORw0KGgoAAAANSUhEU...). File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
- Scan a Document by URL
Scans a document that is provided by a URL or Hydrate File. File can be an image (jpeg, png etc.), PDF, zip or an office document (.doc, .docx, etc.).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Spotler CRM
Spotler CRM to StripeStripe is a payment processing platform for online businesses.
Spotler CRM to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Spotler CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Spotler CRM to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Spotler CRM to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Spotler CRM to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
More into Base64.ai
HubSpot to Base64.aiHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Base64.aiSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to Base64.aiSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to Base64.aiGoogle Sheets
Gmail to Base64.aiGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Base64.aiGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Spotler CRM and Base64.ai, answered
What can start an automation from Spotler CRM?
Any of Spotler CRM's 4 triggers in the catalog, including New Contact, New Task, New/Updated Account and New/Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Base64.ai when something happens in Spotler CRM?
Any of Base64.ai's 4 actions, including Match faces, Match signatures, Scan a Document by Bytes and Scan a Document by URL. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Base64.ai to Spotler CRM?
Base64.ai has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Base64.ai's API documentation and adds it.
Do I have to build a connector for Spotler CRM or Base64.ai?
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 Spotler CRM and Base64.ai 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.