Integration
Connect Spotler CRM and Yay! Forms
When New Contact fires in Spotler CRM, your agent runs Create Field in Yay! Forms, or New Response in Yay! Forms 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 Yay! Forms 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 Yay! Forms can do together
From Spotler CRM to Yay! Forms
When New Contact in Spotler CRM
then Create Field in Yay! Forms
From Yay! Forms 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 Yay! Forms
Triggers and actions 5 triggers · 20 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 Response
Triggers when a new response is submitted.
- Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
- Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
- Delete Field
Deletes one question field from a Yay! Forms form.
- Delete Form
Deletes a Yay! Forms form along with its fields and responses.
- Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
- Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
- List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
- List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
- List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
- List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
- Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
- Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.
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 Yay! Forms, 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 Yay! Forms when something happens in Spotler CRM?
Any of Yay! Forms's 12 actions, including Create Field, Create Form, Update Field and Update Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Yay! Forms to Spotler CRM?
Yes. When something happens in Yay! Forms, your agent can act in Spotler CRM too. This page covers both directions: Yay! Forms's triggers and Spotler CRM's actions are listed here as well.
Do I have to build a connector for Spotler CRM or Yay! Forms?
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 Yay! Forms 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.