Integration
Connect Spotler CRM and Streak
When New Contact fires in Spotler CRM, your agent runs Create Task in Streak, or New Box in Streak 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 Streak 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 Streak can do together
From Spotler CRM to Streak
When New Contact in Spotler CRM
then Create Task in Streak
From Streak to 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 Streak
Triggers and actions 16 triggers · 29 actions
- New Contact
Triggers when a new contact is created in Spotler CRM.
- New Task
Triggers when a new task is created in Spotler CRM.
- New/Updated Account
Triggers when an account is created or updated in Spotler CRM.
- New/Updated Opportunity
Triggers when an opportunity is created or updated in Spotler CRM.
- Create Account
Creates a new account (company) record in Spotler CRM.
- Create Activity
Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
- Create Contact
Creates a contact in Spotler CRM, linked to an existing account.
- Create Opportunity
Creates a new opportunity (sales deal) against an account in Spotler CRM.
- Find Account
Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
- Find Contact
Finds contacts whose email address matches exactly and returns the first match plus all matches.
- List Dropdown Values
Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
- Update Dropdown List
Appends one or more new values to a dropdown (lookup) list in Spotler CRM.
- New Box
Triggered when a new box is added to the specified pipeline.
- New email thread
Triggered when a new email thread is added to the specified box.
- New event
Triggered when a new event occurs within any pipeline.
- New event in box
Triggered when a new event occurs within the specified box.
- New event in pipeline
Triggered when a new event occurs within the specified pipeline.
- New file
Triggered when a new file is added to the specified box.
- New Pipeline
Triggered when a new pipeline is added.
- New snippet
Triggered when a new snippet is added.
- New Stage
Triggered when a new stage is added to the specified pipeline.
- New Task in Box
Triggered when a new task is added to the specified box.
- New task in pipeline
Fires for each new task created in the selected Streak pipeline. Polls every box in the pipeline and emits each task once, identified by its task key.
- Task complete
Fires for each task marked complete in the selected Streak pipeline. Polls every box in the pipeline, keeps the tasks whose status is DONE, and emits each one once, identified by its task key.
- Create Box
Adds a new box to the specified pipeline.
- Create Comment
Adds a new comment to the specified box.
- Create Pipeline
Creates a new pipeline.
- Create Stage
Adds a new stage to the specified pipeline.
- Create Task
Adds a new task to the specified box.
- Delete Box
Deletes a box by its key.
- Delete Stage
Deletes a stage from the specified pipeline.
- Delete Task
Deletes a task by its key.
- Get Box
Gets a single box by its key.
- Get Current User
Returns the user associated with the API key.
- Get Pipeline
Gets a single pipeline by its key.
- List Boxes in Pipeline
Lists all boxes in the specified pipeline.
- List Fields
Lists all fields in the specified pipeline.
- List Pipelines
Lists all pipelines the user has access to.
- List Stages
Lists all stages in the specified pipeline.
- List Tasks in Box
Lists all tasks in the specified box.
- Move Box to Stage
Moves a box to a stage in the specified pipeline.
- Search
Searches boxes, contacts, and organizations across Streak.
- Update Box
Updates a box's name, notes, or stage.
- Update Box Field Value
Sets the value of a custom field on a box.
- Update Task
Updates a task's text, due date, or completion status.
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
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Questions
Spotler CRM and Streak, 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 Streak when something happens in Spotler CRM?
Any of Streak's 21 actions, including Create Box, Create Comment, Create Pipeline and Create Stage. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Streak to Spotler CRM?
Yes. When something happens in Streak, your agent can act in Spotler CRM too. This page covers both directions: Streak's triggers and Spotler CRM's actions are listed here as well.
Do I have to build a connector for Spotler CRM or Streak?
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 Streak 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.