--- title: "Connect Spotler CRM to Hacknplan - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Add project\" in Hacknplan." canonical: "https://apiant.ai/connect/spotler-crm-to-hacknplan" --- # Connect Spotler CRM to Hacknplan When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Add project** in [Hacknplan](https://apiant.ai/connections/hacknplan). Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions Hacknplan **21** 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 Hacknplan 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 Hacknplan - When **New Contact** in Spotler CRM then **Add project** in Hacknplan - When **New Task** in Spotler CRM then **Add user to work item** in Hacknplan 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 Hacknplan ## Triggers and actions 4 triggers · 29 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 **Add board** Creates a new board (sprint) in a HacknPlan project. - Action **Add design element** Creates a new design element in a HacknPlan project's game design model. - Action **Add project** Creates a new HacknPlan project. - Action **Add user to work item** Assigns a project member to a HacknPlan work item. - Action **Add work item** Creates a new work item (task or user story) in a HacknPlan project. - Action **Add work item comment** Adds a comment to a work item in a HacknPlan project and returns the created comment. - Action **Add work item subtask** Creates a new subtask on a HacknPlan work item and returns the work item's subtasks. - Action **Add work log** Logs time worked on a HacknPlan work item, with an optional comment. - Action **Delete work item** Deletes a work item from a HacknPlan project. - Action **Find work items by criteria** Returns the work items in a Hacknplan project that match the given search text and filters such as board, milestone, stage or assignee. - Action **Get design element** Returns a single design element from a HacknPlan project's game design model, optionally with its full child hierarchy. - Action **Get project** Returns a HacknPlan project, including its name, description, owner, workspace and enabled modules. - Action **Get work item** Returns a single work item from a HacknPlan project, including its category, stage, board, assigned users and tags. - Action **List boards** Returns the boards (sprints) in a HacknPlan project, optionally including closed ones. - Action **List categories** Returns the work item categories defined in a HacknPlan project. - Action **List projects** Returns all the HacknPlan projects the connected user is a member of. - Action **List project users** Returns the users who are members of a HacknPlan project, with their role and permissions. - Action **List stages** Returns the stages (workflow columns) defined in a HacknPlan project. - Action **List work item comments** Returns the comments posted on a HacknPlan work item, with each comment's author, text and dates. - Action **List work item subtasks** Returns the subtasks of a HacknPlan work item, with each subtask's title, completion state and position. - Action **Update work item** Updates an existing work item in a HacknPlan project. Only the fields you fill in are changed. ## 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) - [ **Hacknplan** Project management platform for game development teams, with kanban boards, sprints, and design docs.](https://apiant.ai/connections/hacknplan) 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 Hacknplan - [ **HubSpot to Hacknplan** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-hacknplan) - [ **Salesforce to Hacknplan** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-hacknplan) - [ **Slack to Hacknplan** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-hacknplan) - [ **Google Sheets to Hacknplan** Google Sheets](https://apiant.ai/connect/google-sheets-to-hacknplan) - [ **Gmail to Hacknplan** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-hacknplan) - [ **Google Calendar to Hacknplan** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-hacknplan) Questions ## Spotler CRM and Hacknplan, 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 Hacknplan when something happens in Spotler CRM? Any of Hacknplan's 21 actions, including Update work item, Add board, Add design element and Add project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Hacknplan to Spotler CRM? Hacknplan has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Hacknplan's API documentation and adds it. ### ### Do I have to build a connector for Spotler CRM or Hacknplan? 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 Hacknplan 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.