Connect Spotler CRM to Tagbox.io

Both apps 27Spotler CRM 12Tagbox.io 15

• 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
  Add collection

  Creates a collection in your Tagbox workspace. If a collection with the same name already exists, that existing collection is returned instead of creating a duplicate.

• Action
  Add file to collections

  Adds a Tagbox file to one or more existing collections and returns the updated file.

• Action
  Add tag

  Creates a new tag in your Tagbox workspace, optionally placing it in a category.

• Action
  Add tags to file

  Adds one or more existing tags to a file in your Tagbox workspace and returns the updated file.

• Action
  Delete file

  Deletes a file from your Tagbox workspace. The file disappears from search and the app but can be restored from Tagbox.

• Action
  Delete tag

  Permanently deletes a tag from your Tagbox workspace and removes it from every file it was applied to.

• Action
  Find files

  Returns the files in your Tagbox workspace that match the search text and filters you specify, such as tags, collections, people, file type, colors, rating and creation date.

• Action
  Get file

  Returns a single file from your Tagbox workspace, including its name, tags, collections and preview links.

• Action
  Get file transcription

  Returns the speech-to-text transcript of a video or audio file, including the full text, timestamped segments and WebVTT/SRT subtitles. When no transcript is available yet, returns its status instead.

• Action
  List collections

  Returns every collection in your Tagbox workspace, with each collection's name and file count.

• Action
  List tags

  Returns every tag in the Tagbox workspace, with each tag's name, file count and categories.

• Action
  Remove tags from file

  Removes one or more tags from a file in your Tagbox workspace. The tags themselves are not deleted.

• Action
  Update file

  Updates a file's name, description or star rating in your Tagbox workspace and returns the updated file.

• Action
  Update tag

  Renames a tag in your Tagbox workspace. If another tag already has the new name, the two tags are merged into one.

• Action
  Upload File

  Uploads a file into your Tagbox workspace from a URL, optionally naming, describing, tagging and adding it to collections.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.