What actions can I run in Spotler CRM?

8 actions are available, including "Get a Contact", "Get Documents", and "Get Opportunities", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Spotler CRM Integrations

CRM for contacts, opportunities, and sales pipeline management. When Spotler CRM records change, notify teams, update sheets, or kick off follow-ups.

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Watch ContactsTriggers when a contact is created or updated.
Watch OpportunitesTriggers when an opportunity is created or updated.
Get a ContactRetrieve a contact by id.
Get DocumentsRetrieves all documents.
Get OpportunitiesRetrieves all opportunities.
Create a ContactCreates a contact.
Create an OpportunityCreates an opportunity.
Delete a ContactDeletes an existing contact.
Make an API CallPerforms an arbitrary authorized API call.
Update a ContactUpdates a contact.

When to use Spotler CRM

Common scenarios where Spotler CRM automation saves time and reduces manual work.

React to "Watch Contacts" in Spotler CRM in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get Documents" in Spotler CRM from any upstream event — map fields once and let the automation handle the rest.
Layer "Get a Contact" from Spotler CRM with filters, transforms, and AI steps to build automations that match your exact business logic.

Use in workflow automation

Start from Spotler CRM’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for CRM work, and every run records what went in and what came back.

Spotler CRM workflow on the canvas: Watch Contacts then Delete a Contact

Frequently asked questions

Common questions about automating Spotler CRM in your workflows.

Spotler CRM has 2 triggers, including "Watch Contacts" and "Watch Opportunites". Use them to start workflows the moment Spotler CRM events fire — no polling required.

Use in workflow automation

Start from Spotler CRM’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Delete a Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 10 ready-made steps for CRM work, and every run records what went in and what came back.

Spotler CRM Integrations

When to use Spotler CRM

Use in workflow automation

Frequently asked questions

Spotler CRM Integrations

When to use Spotler CRM

Connect Spotler CRM to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Spotler CRM to any app in workflows

Connect Spotler CRM to any app in workflows

Connect Spotler CRM to any app in workflows

Spotler CRM Integrations

Spotler CRM triggers and actions

When to use Spotler CRM

Use in workflow automation

Frequently asked questions

What triggers does Spotler CRM support?

What actions can I run in Spotler CRM?

Do I need to write code to automate this?

Is the integration secure?

Spotler CRM Integrations

Spotler CRM triggers and actions

When to use Spotler CRM

Connect Spotler CRM to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Spotler CRM support?

What actions can I run in Spotler CRM?

Do I need to write code to automate this?

Is the integration secure?

Connect Spotler CRM to any app in workflows

Connect Spotler CRM to any app in workflows

Connect Spotler CRM to any app in workflows