--- title: "Connect Spotler CRM to Virtualbadge.io - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Send email to recipient\" in Virtualbadge.io." canonical: "https://apiant.ai/connect/spotler-crm-to-virtualbadge-io" --- # Connect Spotler CRM to Virtualbadge.io When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Send email to recipient** in [Virtualbadge.io](https://apiant.ai/connections/virtualbadge-io). Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions Virtualbadge.io **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 Virtualbadge.io 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 Virtualbadge.io - When **New Contact** in Spotler CRM then **Send email to recipient** in Virtualbadge.io - When **New Task** in Spotler CRM then **Add credential collection** in Virtualbadge.io 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 Virtualbadge.io ## Triggers and actions 4 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. - Action **Add credential collection** Creates a credential collection that groups certificates and badges. - Action **Add training participants** Adds participants to a training. One participant is created for each certificate listed per person. - Action **Create a Training** Creates a training in Virtualbadge.io that participants can be added to and issued certificates from. - Action **Delete recipient** Deletes a recipient from a certificate or badge. - Action **Get certificate** Returns a certificate or badge by its ID, including its name, status, issuer, recipient count, dynamic fields and metadata. - Action **Get credential collection** Returns one credential collection by its id, including its name, sharing setting and the credentials in it. - Action **Get recipient** Returns a recipient of a certificate by ID, including their details, email status and certificate links. - Action **Get training** Returns a single training by its ID, including its status, date, trainer, certificates, collections and form details. - Action **List certificates** Returns the certificates and badges in your organisation, newest first, optionally filtered by type, status, shared collection or user access. - Action **List credential collections** Returns the credential collections in your organisation, most recently added first, optionally filtered by shared status or by a user's access. - Action **List recipients** Returns the certificate and badge recipients in your organisation, most recently added first, optionally filtered by certificate, email status, email or a metadata value. - Action **List training participants** Returns the participants of a training, most recently added first, with their status, form answers, dynamic fields and metadata. - Action **List trainings** Returns all trainings in your organisation, with the most recently added first. - Action **Revoke recipient** Revokes a recipient's certificate so it can no longer be validated or distributed. Revocation is final, and the updated recipient is returned. - Action **Send email to recipient** Sends the certificate email to a recipient and returns the updated recipient. Emails cannot be sent to voided, revoked or disabled recipients, and at most 10 times per recipient. - Action **Update certificate** Updates a certificate or badge's description and custom metadata, and returns the updated certificate. - Action **Update training** Updates a draft training's name, date, trainer, certificates, delivery options and forms, and returns the updated training. ## 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) - [ **Virtualbadge.io** Virtualbadge.io is a digital certification software that lets you issue certificates for your clients.](https://apiant.ai/connections/virtualbadge-io) 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 Virtualbadge.io - [ **HubSpot to Virtualbadge.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-virtualbadge-io) - [ **Salesforce to Virtualbadge.io** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-virtualbadge-io) - [ **Slack to Virtualbadge.io** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-virtualbadge-io) - [ **Google Sheets to Virtualbadge.io** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-virtualbadge-io) - [ **Gmail to Virtualbadge.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-virtualbadge-io) - [ **Google Calendar to Virtualbadge.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-virtualbadge-io) Questions ## Spotler CRM and Virtualbadge.io, 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 Virtualbadge.io when something happens in Spotler CRM? Any of Virtualbadge.io's 17 actions, including Create a Training, Send email to recipient, Update certificate and Update training. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Virtualbadge.io to Spotler CRM? Virtualbadge.io has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Virtualbadge.io's API documentation and adds it. ### ### Do I have to build a connector for Spotler CRM or Virtualbadge.io? 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 Virtualbadge.io 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.