Integration
Connect Spotler CRM and Stora
When New Contact fires in Spotler CRM, your agent runs Create Contact in Stora, or Completed Task in Stora to Create Contact in Spotler CRM. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Spotler CRM and Stora to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Spotler CRM and Stora can do together
From Spotler CRM to Stora
When New Contact in Spotler CRM
then Create Contact in Stora
When New Task in Spotler CRM
then Create Task in Stora
From Stora to Spotler CRM
When Completed Task in Stora
then Create Contact in Spotler CRM
When New Contact in Stora
then Find Contact in Spotler CRM
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 Stora
Triggers and actions 14 triggers · 25 actions
Trigger
New ContactTriggers when a new contact is created in Spotler CRM.
Trigger
New TaskTriggers when a new task is created in Spotler CRM.
Trigger
New/Updated AccountTriggers when an account is created or updated in Spotler CRM.
Trigger
New/Updated OpportunityTriggers when an opportunity is created or updated in Spotler CRM.
Action
Create AccountCreates a new account (company) record in Spotler CRM.
Action
Create ActivityCreates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
Action
Create ContactCreates a contact in Spotler CRM, linked to an existing account.
Action
Create OpportunityCreates a new opportunity (sales deal) against an account in Spotler CRM.
Action
Find AccountFinds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
Action
Find ContactFinds contacts whose email address matches exactly and returns the first match plus all matches.
Action
List Dropdown ValuesReturns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
Action
Update Dropdown ListAppends one or more new values to a dropdown (lookup) list in Spotler CRM.
Trigger
Completed TaskTriggers when a task is completed.
Trigger
Finalized OrderTriggers when an order is finalized (ready for payment).
Trigger
New ContactFires when a contact is created in Stora.
Trigger
New NoteTriggers when a new note is created.
Trigger
New OrderTriggers when a new order is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
Reopened TaskTriggers when a completed task is reopened.
Trigger
Updated ContactTriggers when a contact is updated.
Trigger
Updated NoteTriggers when a note is updated.
Trigger
Updated TaskTriggers when a task is updated.
Action
Complete TaskMarks a Stora task as complete.
Action
Create ContactCreates a new contact.
Action
Create NoteCreate a note attached to a contact, unit, subscription or task in Stora.
Action
Create TaskCreates a new task.
Action
Create Timeline EventCreates a new timeline event.
Action
Delete Contactdeletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.
Action
Find ContactReturns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.
Action
Find OrderFinds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.
Action
Find SiteFind self-storage sites by name, optionally narrowed by creation or update date.
Action
Find Staff MemberFinds Stora staff members by name or email.
Action
Find TaskFind tasks in Stora by related record, assignee, status or date range.
Action
Find UnitFinds a unit by ID, reference ID, unit type, or site.
Action
Find Unit TypeFinds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.
Action
Reopen TaskMark a completed Stora task as open again.
Action
Update ContactUpdate an existing Stora contact. Only the fields you fill in are changed.
Action
Update NoteUpdate an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.
Action
Update TaskUpdate an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Spotler CRM
Spotler CRM to StripeStripe is a payment processing platform for online businesses.
Spotler CRM to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Spotler CRM to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Spotler CRM to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
Spotler CRM to TypeformBuild and publish online forms, surveys, and quizzes with Typeform.
Spotler CRM to WebflowWebflow is a professional website builder and CMS for designing, building, and launching responsive...
More into Stora
HubSpot to StoraHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to StoraSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to StoraSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to StoraGoogle Sheets
Gmail to StoraGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to StoraGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Spotler CRM and Stora, 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 Stora when something happens in Spotler CRM?
Any of Stora's 17 actions, including Create Contact, Create Note, Create Task and Create Timeline Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Stora to Spotler CRM?
Yes. When something happens in Stora, your agent can act in Spotler CRM too. This page covers both directions: Stora's triggers and Spotler CRM's actions are listed here as well.
Do I have to build a connector for Spotler CRM or Stora?
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 Stora 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.