Connect Spotler CRM to Spektrix

Both apps 34Spotler CRM 12Spektrix 22

• 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
  Basket: Add a Customer

  Attaches a customer to an existing basket, optionally applying a promo code at the same time. Returns the updated basket.

• Action
  Basket: Add a Donation

  Adds a donation to a fund in an existing Spektrix basket and returns the donations added.

• Action
  Basket: Add a Merchandise Delivery Method

  Sets the merchandise delivery method (and optional delivery address) on a Spektrix basket and returns the updated basket.

• Action
  Basket: Add a Ticket Delivery Method

  Sets how the tickets in a basket will be delivered (post, collect at box office, print at home or agent), with an optional postal address.

• Action
  Basket: Add Membership(s)

  Adds a membership to an existing Spektrix basket and returns the membership items now in the basket.

• Action
  Basket: Add Merchandise Item(s)

  Adds one or more merchandise items to a Spektrix basket and returns the items now in it.

• Action
  Basket: Add Payment Type

  Adds a custom payment of a chosen payment type and amount to a basket, returning the basket's custom payments.

• Action
  Basket: Add Ticket(s) (Best Available)

  Adds the best available seats for an event instance with a reserved seating plan to a basket, and returns the tickets added.

• Action
  Basket: Add Ticket Subscription(s)

  Adds a ticket subscription (at a chosen pricing set and quantity) to a Spektrix basket.

• Action
  Basket: Add Ticket(s) (Unreserved Seating Plan)

  Adds one or more tickets for an unreserved (general admission) area of an event instance to a basket.

• Action
  Basket: Confirm a Basket

  Confirms a basket, turning it into a completed order. For system owners this only works for zero-value orders.

• Action
  Basket: Create a New Basket

  Creates a new, empty Spektrix basket, optionally attaching a customer, promo code and delivery methods. Returns the basket and its id for use in later basket steps.

• Action
  Basket: Override a Ticket Price

  Overrides the price of a specific ticket in a Spektrix basket and returns the updated ticket.

• Action
  Customer: Add Tag(s)

  Adds a tag to a Spektrix customer's record.

• Action
  Customer: Create a New Customer

  Creates a new customer record in Spektrix and returns the created customer.

• Action
  Customer: Find by Email Address

  Finds a Spektrix customer record by its email address and returns the customer's details, including custom attributes.

• Action
  Customer: Find by Spektrix Customer ID

  Returns a Spektrix customer record by its Spektrix customer ID.

• Action
  Customer: Remove a Tag

  Removes a specific tag from a Spektrix customer's record.

• Action
  Customer: Update Attribute(s)

  Updates one or more custom attributes on an existing Spektrix customer record.

• Action
  Customer: Update Information (Including Attributes)

  Updates a Spektrix customer's contact details (name, email, phone, title, birth date, Gift Aid) and any custom attributes. Only the fields you fill in are changed.

• Action
  Event: Find by Name

  Finds events whose name matches the one you give, optionally narrowed by performance dates, sales channel and on-sale status.

• Action
  Instance: Find by Event

  Returns the performances (instances) of a Spektrix event, optionally limited to a date range and sales channel.

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