Connect Spotler CRM to Dart

Both apps 22Spotler CRM 12Dart 10

• 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.

• Action
  Create Doc

  Creates a new doc in Dart with a title and optional folder and Markdown text.

• Action
  Create Task

  Creates a new task in Dart, with optional dartboard, status, assignees, tags, priority, dates and custom properties.

• Action
  Delete Doc

  Deletes an existing doc in Dart (moves it to the trash).

• Action
  Delete Task

  Moves a Dart task to the trash, where it can be recovered if needed, and returns the deleted task.

• Action
  Get Doc

  Returns a Dart doc by its ID, including its title, folder, text and link.

• Action
  Get Task

  Returns a Dart task by its ID, including its title, status, assignees and other details.

• Action
  List Docs

  Returns docs in your Dart workspace, optionally filtered by folder, title, text, editor or a search term, and sorted as you choose.

• Action
  List Tasks

  Returns tasks in your Dart workspace, optionally filtered by dartboard, status, assignee, tags, priority, dates, completion state or view.

• Action
  Update Doc

  Updates an existing Dart doc's title, folder or content. Fields left blank keep their current values.

• Action
  Update Task

  Updates an existing Dart task. Only the fields you fill in are changed.

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