--- title: "Connect Spotler CRM to Swiss QR Invoice - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Parse QR Invoice Document\" in Swiss QR Invoice." canonical: "https://apiant.ai/connect/spotler-crm-to-swiss-qr-invoice" --- # Connect Spotler CRM to Swiss QR Invoice When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Parse QR Invoice Document** in [Swiss QR Invoice](https://apiant.ai/connections/swiss-qr-invoice). Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions Swiss QR Invoice **4** 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 Swiss QR Invoice 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 can start in Swiss QR Invoice - When **New Contact** in Spotler CRM then **Parse QR Invoice Document** in Swiss QR Invoice - When **New Task** in Spotler CRM then **Create Payment Part & Receipt** in Swiss QR Invoice 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 Swiss QR Invoice ## Triggers and actions 4 triggers · 12 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. - Action **Create Creditor Reference** If true, creditor reference is formatted in response - Action **Create Payment Part & Receipt** Creates a Payment Part and Receipt of the Swiss QR Bill. In case of invalid input data, the task will fail. - Action **Create QR Reference** Create a QR reference with an optional customer ID. If the passed QR reference is missing checksum, it is calculated and appended. - Action **Parse QR Invoice Document** Parses a QR Invoice document and provide extracted information as structured fields. ## 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) - [ **Swiss QR Invoice** This application allows creation and processing of Swiss QR Bills (including Swiss QR Code).](https://apiant.ai/connections/swiss-qr-invoice) 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 Swiss QR Invoice - [ **HubSpot to Swiss QR Invoice** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-swiss-qr-invoice) - [ **Salesforce to Swiss QR Invoice** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-swiss-qr-invoice) - [ **Slack to Swiss QR Invoice** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-swiss-qr-invoice) - [ **Google Sheets to Swiss QR Invoice** Google Sheets](https://apiant.ai/connect/google-sheets-to-swiss-qr-invoice) - [ **Gmail to Swiss QR Invoice** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-swiss-qr-invoice) - [ **Google Calendar to Swiss QR Invoice** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-swiss-qr-invoice) Questions ## Spotler CRM and Swiss QR Invoice, 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 Swiss QR Invoice when something happens in Spotler CRM? Any of Swiss QR Invoice's 4 actions, including Create Creditor Reference, Create Payment Part & Receipt, Create QR Reference and Parse QR Invoice Document. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Swiss QR Invoice to Spotler CRM? Swiss QR Invoice has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Swiss QR Invoice's API documentation and adds it. ### ### Do I have to build a connector for Spotler CRM or Swiss QR Invoice? 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 Swiss QR Invoice 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.