Requirements
Before you set up the credential, make sure you have an active Spotler CRM account and an API access token from your account settings ready.[3]
Get your Spotler CRM credentials
- Access TokentextRequired
You can generate Access Token at
[1]Dashboard -> Settings -> Integrations -> API.
Connect Spotler CRM in WEXTL
- Log in to your WEXTL account, add the Spotler CRM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Spotler CRM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Spotler CRM node modules
The list below is a reference of every Spotler CRM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Spotler CRM node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch ContactsTrigger
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Salutation | text |
| Account ID | number |
| First | text |
| Middle | text |
| Last | text |
| 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 |
6other output fields
Watch OpportunitesTrigger
Output fields[3]
| 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 |
Get a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | number |
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Salutation | text |
| Account ID | number |
| First | text |
| Middle | text |
| Last | text |
| 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 |
6other output fields
Get DocumentsSearch
Get OpportunitiesSearch
Input fields[3]
| 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 |
Output fields[3]
| 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 |
Create a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Account IDRequired | number |
First nameRequired | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| 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 |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Salutation | text |
| Account ID | number |
| First | text |
| Middle | text |
| Last | text |
| 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 |
6other output fields
Create an OpportunityAction
Input fields[3]
| 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 |
Output fields[3]
| 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 |
Delete a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | number |
Make an API Calluniversal
Update a ContactAction
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | number |
| Account ID | number |
| First name | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| 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 |
4other input fields
Output fields[3]
| Field | Type |
|---|---|
| ID | number |
| Salutation | text |
| Account ID | number |
| First | text |
| Middle | text |
| Last | text |
| 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 |
6other output fields
Templates
Look for Spotler CRM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Agile CRM[2]Manage contacts, companies, and deals in Agile CRM.
- Breakcold CRMLightweight CRM for sales teams to manage leads, pipelines, and customer relationships.
- ClientifyCRM and sales automation platform for managing contacts, deals, and customer communication.
- ApptivoAll-in-one CRM and business suite for contacts, deals, projects, and invoicing.
- AxonautManage companies, quotations, invoices, opportunities, projects, tasks and products in Axonaut, the CRM and invoicing software for small businesses.
References
- WEXTL® Spotler CRM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Spotler CRM.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12