--- title: "Connect Spotler CRM and SuiteDash - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Create Contact\" in SuiteDash, or \"New Company\" in SuiteDash to \"Create Contact\" in Spotler CRM." canonical: "https://apiant.ai/connect/spotler-crm-to-suitedash" --- # Connect Spotler CRM and SuiteDash When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Create Contact** in [SuiteDash](https://apiant.ai/connections/suitedash), or **New Company** in SuiteDash 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 SuiteDash **3** triggers SuiteDash **10** 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 SuiteDash 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 SuiteDash can do together ### From Spotler CRM to SuiteDash - When **New Contact** in Spotler CRM then **Create Contact** in SuiteDash - When **New Task** in Spotler CRM then **Add contacts to marketing audience** in SuiteDash ### From SuiteDash to Spotler CRM - When **New Company** in SuiteDash then **Create Contact** in Spotler CRM - When **New Contact** in SuiteDash 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 SuiteDash ## Triggers and actions 7 triggers · 18 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 **New Company** Triggers when a new company is created in SuiteDash. - Trigger **New Contact** Triggers when a new contact is created in SuiteDash. - Trigger **New Project** Triggers when a new project is created in SuiteDash. - Action **Add contacts to marketing audience** Subscribes a contact to one or more SuiteDash marketing audiences. - Action **Create Company** Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact. - Action **Create Contact** Creates a new CRM contact (lead, client or prospect) in SuiteDash. - Action **Find Company** Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields. - Action **Find Contacts** Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record. - Action **Find Project** Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project. - Action **List worlds** Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up). - Action **Update Company** Updates an existing SuiteDash company — its name, phones, address, category, tags, communities, worlds and custom fields. Returns the updated company. - Action **Update Contact** Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact. - Action **Update Project** Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name. ## 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) - [ **SuiteDash** SuiteDash is a multi-tool business management platform that enables collaboration & communication both with...](https://apiant.ai/connections/suitedash) 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 SuiteDash - [ **Apaleo to SuiteDash** Cloud-native, API-first property management system for hotels, apartments, and hospitality operators.](https://apiant.ai/connect/apaleo-to-suitedash) - [ **HubSpot to SuiteDash** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-suitedash) - [ **Salesforce to SuiteDash** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-suitedash) - [ **Slack to SuiteDash** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-suitedash) - [ **Google Sheets to SuiteDash** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-suitedash) - [ **Gmail to SuiteDash** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-suitedash) Questions ## Spotler CRM and SuiteDash, 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 SuiteDash when something happens in Spotler CRM? Any of SuiteDash's 10 actions, including Create Company, Create Contact, Update Company and Update Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SuiteDash to Spotler CRM? Yes. When something happens in SuiteDash, your agent can act in Spotler CRM too. This page covers both directions: SuiteDash's triggers and Spotler CRM's actions are listed here as well. ### ### Do I have to build a connector for Spotler CRM or SuiteDash? 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 SuiteDash 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.