About this integration
CRM for contacts, opportunities, and sales pipeline management. This integration exposes its full API as workflow modules.
The integration includes 2 triggers, 3 search modules and 5 actions. Connections use basic authentication.
How to connect
The credential form asks for Access Token.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
Access TokenRequired | text | You can generate Access Token at |
Use it in workflow automation
Start with Watch Contacts, then add Create a Contact.
The canvas below runs Watch Contacts into Create a Contact — watch the video, then drop a node onto the canvas.
Select the Watch Contacts trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Delete a Contact as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 7 ready-made modules for CRM work — each run logs its inputs and outputs for debugging.
Spotler CRM workflow on the canvas: Watch Contacts then Delete a Contact
Triggers, searches and actions
Browse every Spotler CRM module field below: 2 triggers, 3 searchs, and 5 actions you can drop onto the canvas.
Triggers
This integration includes 2 triggers — start a workflow the moment something changes in the app.
- Watch Contacts
- Watch Opportunites
Searches
Use any of 3 search modules to retrieve records without leaving the workflow canvas.
- Get a Contact
- Get Documents
- Get Opportunities
Actions
This integration includes 5 action modules — create, update, or delete records as part of any workflow.
- Create a Contact
- Create an Opportunity
- Delete a Contact
- Make an API Call
- Update a Contact
Explore the fields available for each Spotler CRM trigger, search, and action.
Triggers
| Field | Type |
|---|---|
ID | number |
Salutation | text |
Account ID | number |
First | text |
Middle | text |
Last | text |
Email | text |
Decision Maker | number |
Hold | number |
Address Line | text |
Address City | text |
Address County/State | text |
Address Postcode/Zip | text |
Address Country | text |
Lead Score | number |
Notes | text |
Job Title | text |
Department | text |
Manager | text |
Assistant | text |
| Field | Type |
|---|---|
ID | number |
Created By | number |
Modified By | number |
Name | text |
Account ID | number |
Close Date | text |
Status | text |
Forecast | text |
Probability | number |
Source | text |
Description | text |
Next Step | text |
Competitor | text |
Repeat | text |
Loss Reason | text |
Winloss Report | text |
Created Date | text |
Modified Date | text |
Searches
| Field | Type |
|---|---|
Contact IDRequired | number |
| Field | Type |
|---|---|
ID | number |
Salutation | text |
Account ID | number |
First | text |
Middle | text |
Last | text |
Email | text |
Decision Maker | number |
Hold | number |
Address Line | text |
Address City | text |
Address County/State | text |
Address Postcode/Zip | text |
Address Country | text |
Lead Score | number |
Notes | text |
Job Title | text |
Department | text |
Manager | text |
Assistant | text |
| Field | Type |
|---|---|
Search criteria | text |
Ordering | object |
Name | choice |
Description | choice |
Size | choice |
Limit | number |
| Field | Type |
|---|---|
Name | text |
Description | text |
Size | number |
Modified | date |
| Field | Type |
|---|---|
Search criteria | text |
Ordering | object |
ID | choice |
Created By | choice |
Modified By | choice |
Name | choice |
Account ID | choice |
Close Date | choice |
Status | choice |
Forecast | choice |
Probability | choice |
Source | choice |
Limit | number |
| Field | Type |
|---|---|
ID | number |
Created By | number |
Modified By | number |
Name | text |
Account ID | number |
Close Date | text |
Status | text |
Forecast | text |
Probability | number |
Source | text |
Description | text |
Next Step | text |
Competitor | text |
Repeat | text |
Loss Reason | text |
Winloss Report | text |
Created Date | text |
Modified Date | text |
Actions
| Field | Type |
|---|---|
Account IDRequired | number |
First nameRequired | text |
Middle name | text |
Last name | text |
Salutation | text |
Email | text |
Decision Maker | boolean |
Hold | boolean |
Address Line | text |
Address City | text |
Address County/State | text |
Address Postcode/Zip | text |
Address Country | text |
Lead score | number |
Notes | text |
Job Title | text |
Department | text |
Manager | text |
Assistant | text |
Phone | text |
| Field | Type |
|---|---|
ID | number |
Salutation | text |
Account ID | number |
First | text |
Middle | text |
Last | text |
Email | text |
Decision Maker | number |
Hold | number |
Address Line | text |
Address City | text |
Address County/State | text |
Address Postcode/Zip | text |
Address Country | text |
Lead Score | number |
Notes | text |
Job Title | text |
Department | text |
Manager | text |
Assistant | text |
| Field | Type |
|---|---|
NameRequired | text |
Account IDRequired | number |
Close DateRequired | date |
StatusRequired | choice |
Forecast | text |
Probability | number |
Source | text |
Description | text |
Next Step | text |
Competitor | text |
Repeat | text |
Loss Reason | text |
Winloss Report | text |
Created Date | text |
Modified Date | text |
| Field | Type |
|---|---|
ID | number |
Created By | number |
Modified By | number |
Name | text |
Account ID | number |
Close Date | text |
Status | text |
Forecast | text |
Probability | number |
Source | text |
Description | text |
Next Step | text |
Competitor | text |
Repeat | text |
Loss Reason | text |
Winloss Report | text |
Created Date | text |
Modified Date | text |
| Field | Type |
|---|---|
Contact IDRequired | number |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Key | text |
Value | text |
Query String | array |
Key | text |
Value | text |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Contact IDRequired | number |
Account ID | number |
First name | text |
Middle name | text |
Last name | text |
Salutation | text |
Email | text |
Decision Maker | boolean |
Hold | boolean |
Address Line | text |
Address City | text |
Address County/State | text |
Address Postcode/Zip | text |
Address Country | text |
Lead score | number |
Notes | text |
Job Title | text |
Department | text |
Manager | text |
Assistant | text |
| Field | Type |
|---|---|
ID | number |
Salutation | text |
Account ID | number |
First | text |
Middle | text |
Last | text |
Email | text |
Decision Maker | number |
Hold | number |
Address Line | text |
Address City | text |
Address County/State | text |
Address Postcode/Zip | text |
Address Country | text |
Lead Score | number |
Notes | text |
Job Title | text |
Department | text |
Manager | text |
Assistant | text |

