--- title: "Connect Spotler CRM to Zenoti - APIANT.ai" description: "When \"New Contact\" fires in Spotler CRM, your agent runs \"Add Notes to an Opportunity\" in Zenoti." canonical: "https://apiant.ai/connect/spotler-crm-to-zenoti" --- # Connect Spotler CRM to Zenoti When **New Contact** fires in [Spotler CRM](https://apiant.ai/connections/spotler-crm), your agent runs **Add Notes to an Opportunity** in [Zenoti](https://apiant.ai/connections/zenoti). Describe the whole flow and it is built, tested on every scenario and kept running. Spotler CRM **4** triggers Spotler CRM **8** actions Zenoti **15** 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 Zenoti 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 Zenoti - When **New Contact** in Spotler CRM then **Add Notes to an Opportunity** in Zenoti - When **New Task** in Spotler CRM then **Add booking** in Zenoti 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 Zenoti ## Triggers and actions 4 triggers · 23 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 booking** Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot. - Action **Add Employee Security Role** Assigns a security role to a Zenoti employee for a center, zone, or the organization. - Action **Add Notes to an Opportunity** Adds a note to an existing opportunity in Zenoti. - Action **Create Employee** Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information. - Action **Create Employee Blockout** Creates a blockout time (such as a lunch break) on an employee's schedule at a center. - Action **Create Guest** Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id. - Action **Delete Employee Blockout** Permanently deletes a blockout time from an employee's schedule. - Action **List appointments of a guest** Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments. - Action **List centers** Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details. - Action **List employees** Returns the employees who are active in a Zenoti center on a given date. - Action **List services** Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given). - Action **Merge guests** Merges one or more duplicate guest records into a target guest in Zenoti. - Action **Search for a Guest** Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization. - Action **Search Guest by ID** Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details. - Action **Update Employee Blockout** Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence. ## 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) - [ **Zenoti** Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.](https://apiant.ai/connections/zenoti) 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 Zenoti - [ **HubSpot to Zenoti** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zenoti) - [ **Salesforce to Zenoti** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zenoti) - [ **Slack to Zenoti** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zenoti) - [ **Google Sheets to Zenoti** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zenoti) - [ **Gmail to Zenoti** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zenoti) - [ **Google Calendar to Zenoti** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zenoti) Questions ## Spotler CRM and Zenoti, 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 Zenoti when something happens in Spotler CRM? Any of Zenoti's 15 actions, including Create Employee, Create Employee Blockout, Create Guest and Update Employee Blockout. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zenoti to Spotler CRM? Zenoti has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Zenoti's API documentation and adds it. ### ### Do I have to build a connector for Spotler CRM or Zenoti? 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 Zenoti 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.