--- title: "Connect Spotler CRM to inFakt - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Find Invoice\" in inFakt." canonical: "https://apiant.ai/connect/spotler-crm-to-infakt" --- # Connect Spotler CRM to inFakt When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Find Invoice** in [inFakt](https://apiant.ai/connections/infakt). Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions inFakt **12** 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 inFakt 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 inFakt - When **New Contact** in Spotler CRM then **Find Invoice** in inFakt - When **New Task** in Spotler CRM then **Create Client** in inFakt 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 inFakt ## Triggers and actions 4 triggers · 20 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 Cost** Adds a cost to inFakt by uploading a scan or PDF of the cost document (PDF, JPG or PNG, up to 15 MB). The uploaded document appears on the costs list. - Action **Add Product** Creates a product in the inFakt product catalog. - Action **Create Client** Creates a new client in Infakt. Use this to add customers before invoicing or to import clients from external sources (CRM, spreadsheets, etc.). - Action **Delete Client** Deletes a client from your inFakt account. - Action **Find Client** Returns up to 100 inFakt clients matching the given company name, NIP, email or person name. - Action **Find Invoice** Returns the VAT invoices whose number exactly matches the specified invoice number. - Action **Get Client** Retrieves a single inFakt client (kontrahent) by its id, returning the full client record. - Action **Get Cost** Retrieves a single cost document (cost, document scan or internal evidence) from inFakt by its UUID. - Action **Get Product** Retrieves a single product from your inFakt product catalog by its ID. - Action **List Products** Returns all products in the inFakt account, optionally filtered by exact product name. - Action **Update Client** Updates an existing client in inFakt. Only the fields you fill in are changed; blank fields are left as they are. - Action **Update Product** Updates an existing product in inFakt. Only the fields you fill in are changed; the full updated product is returned. ## 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) - [ **inFakt** inFakt is a Polish invoicing and accounting platform that lets you manage invoices, clients, and payments.](https://apiant.ai/connections/infakt) 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 inFakt - [ **Pipedrive to inFakt** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-infakt) - [ **HubSpot to inFakt** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-infakt) - [ **Salesforce to inFakt** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-infakt) - [ **Slack to inFakt** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-infakt) - [ **Google Sheets to inFakt** Google Sheets](https://apiant.ai/connect/google-sheets-to-infakt) - [ **Gmail to inFakt** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-infakt) Questions ## Spotler CRM and inFakt, 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 inFakt when something happens in Spotler CRM? Any of inFakt's 12 actions, including Create Client, Update Client, Update Product and Add Cost. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from inFakt to Spotler CRM? inFakt has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads inFakt's API documentation and adds it. ### ### Do I have to build a connector for Spotler CRM or inFakt? 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 inFakt 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.