--- title: "Connect Spotler CRM and Stora - APIANT.ai" description: "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." canonical: "https://apiant.ai/connect/spotler-crm-to-stora" --- # Connect Spotler CRM and Stora When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Create Contact** in [Stora](https://apiant.ai/connections/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. Spotler CRM **4** triggers Spotler CRM **8** actions Stora **10** triggers Stora **17** 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 Stora 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 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 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. - Trigger **Completed Task** Triggers when a task is completed. - Trigger **Finalized Order** Triggers when an order is finalized (ready for payment). - Trigger **New Contact** Fires when a contact is created in Stora. - Trigger **New Note** Triggers when a new note is created. - Trigger **New Order** Triggers when a new order is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Reopened Task** Triggers when a completed task is reopened. - Trigger **Updated Contact** Triggers when a contact is updated. - Trigger **Updated Note** Triggers when a note is updated. - Trigger **Updated Task** Triggers when a task is updated. - Action **Complete Task** Marks a Stora task as complete. - Action **Create Contact** Creates a new contact. - Action **Create Note** Create a note attached to a contact, unit, subscription or task in Stora. - Action **Create Task** Creates a new task. - Action **Create Timeline Event** Creates a new timeline event. - Action **Delete Contact** deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409. - Action **Find Contact** Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own. - Action **Find Order** Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match. - Action **Find Site** Find self-storage sites by name, optionally narrowed by creation or update date. - Action **Find Staff Member** Finds Stora staff members by name or email. - Action **Find Task** Find tasks in Stora by related record, assignee, status or date range. - Action **Find Unit** Finds a unit by ID, reference ID, unit type, or site. - Action **Find Unit Type** Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range. - Action **Reopen Task** Mark a completed Stora task as open again. - Action **Update Contact** Update an existing Stora contact. Only the fields you fill in are changed. - Action **Update Note** Update 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 Task** Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not 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) - [ **Stora** Stora is an all-in-one self-storage management software that automates bookings, payments, and facility...](https://apiant.ai/connections/stora) 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 Stora - [ **HubSpot to Stora** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-stora) - [ **Salesforce to Stora** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-stora) - [ **Slack to Stora** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-stora) - [ **Google Sheets to Stora** Google Sheets](https://apiant.ai/connect/google-sheets-to-stora) - [ **Gmail to Stora** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-stora) - [ **Google Calendar to Stora** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-stora) 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.