--- title: "Connect Spotler CRM to Eagle Doc - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Process Invoices\" in Eagle Doc." canonical: "https://apiant.ai/connect/spotler-crm-to-eagle-doc" --- # Connect Spotler CRM to Eagle Doc When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Process Invoices** in [Eagle Doc](https://apiant.ai/connections/eagle-doc). Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions Eagle Doc **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 Spotler CRM and Eagle Doc 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 Spotler CRM can start in Eagle Doc - When **New Contact** in Spotler CRM then **Process Invoices** in Eagle Doc - When **New Task** in Spotler CRM then **Process any document** in Eagle Doc 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 Eagle Doc ## Triggers and actions 4 triggers · 16 actions - 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 **Extract signature** Detect and extract signature(s) from a document via the Signature Extraction API. - Action **Get usage** Retrieve current API usage/quota (pages processed, plan limits) via the Usage Check API. - Action **Process any document** Extract structured data from an arbitrary/custom document type via the Any Document OCR API. Universal extraction with no template/training required. - Action **Process bank statement** Extract structured transaction data from a bank statement document via the Finance OCR API. Returns parsed transaction line items. - Action **Process document batch** Submit multiple documents for OCR extraction in a single batch call via the Document Batch OCR API. - Action **Process Invoices** Processes an invoice image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more. - Action **Process Receipts** Processes a receipt image or PDF and extracts all relevant data like shop name, line items, total price, tax information and more. - Action **Split document** Split a multi-document PDF/image into individual documents via the Any Document Split API. ## Each app on its own - [ **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) - [ **Eagle Doc** Eagle Doc is an Invoice OCR and Receipt OCR tool for Document Processing and Information Extraction](https://apiant.ai/connections/eagle-doc) Reviews ## What our customers say ## More from Spotler CRM - [ **Spotler CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/spotler-crm-to-stripe) - [ **Spotler CRM to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/spotler-crm-to-trello) - [ **Spotler CRM to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/spotler-crm-to-zoom) - [ **Spotler CRM to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/spotler-crm-to-twilio) - [ **Spotler CRM to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/spotler-crm-to-typeform) - [ **Spotler CRM to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/spotler-crm-to-webflow) ## More into Eagle Doc - [ **QuickBooks Online to Eagle Doc** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-eagle-doc) - [ **HubSpot to Eagle Doc** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-eagle-doc) - [ **Salesforce to Eagle Doc** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-eagle-doc) - [ **Slack to Eagle Doc** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-eagle-doc) - [ **Google Sheets to Eagle Doc** Google Sheets](https://apiant.ai/connect/google-sheets-to-eagle-doc) - [ **Gmail to Eagle Doc** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-eagle-doc) Questions ## Spotler CRM and Eagle Doc, 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 Eagle Doc when something happens in Spotler CRM? Any of Eagle Doc's 8 actions, including Extract signature, Get usage, Process any document and Process bank statement. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Eagle Doc to Spotler CRM? Eagle Doc has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Eagle Doc's API documentation and adds it. ### ### Do I have to build a connector for Spotler CRM or Eagle Doc? 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 Eagle Doc 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.