Saasu + Spotler CRM

Saasu + Spotler CRM integrations

Add your new contacts from Saasu to Spotler CRM

Make sure you new customers in Saasu remain happy by following them up in Spotler CRM. Keep in contact with old customers by scheduling reminders and sending them regular newsletters about your products and services. Solve any customer satisfaction issues using the Customer Service & Support module.

When this happens...
New ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Create AccountFinds an account within your CRM.
ActionWrite

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More things you can do with Saasu and Spotler CRM

Discover other triggers and actions you can use with Saasu and Spotler CRM

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Write
- Invoice Type
  Required
- Transaction Type
  Required
- Billing Contact
- Transaction Date
  Required
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Description
- Account
  Required
- Tax Code
- Amount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Sent To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First Name
  Required
- Last Name
  Required
- CompanyId
- Email
- Position Title
- Website Url
- Primary Phone
- Home Phone
- Other Phone
- Mobile Phone
- Fax
- Partner?
- Customer?
- Supplier?
- Contractor?
- LinkedIn Profile
- Twitter
- Skype
- Custom Field 1
- Custom Field 2
- Street Address
- City
- State
- Postcode
- Country
Action
Search or write
- Type
Trigger
Instant
Try It

- Probability
- Status
Trigger
Instant
Try It
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Write

- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Write
- Account
  Required
- Task Date
  Required
- All Day Event
- Priority
  Required
- Task Status
  Required
- Task Type
  Required
- Owner
- Description
Action
Write
- Account Field
  Required
Action
Search
- Account Field
  Required
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Search or write

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Invoice Type
  Required
- Transaction Type
  Required
- Billing Contact
- Transaction Date
  Required
- Invoice Number
- Purchase Order Number
- Summary
- Due Date
- Currency
- Foreign exchange rate
- Auto Populate Fx Rate
- Is Tax Included?
- Quantity
- Inventory Item
  Required
- Description
- Tax Code
- Unit Price
- Percentage Discount
- Tags
- Internal Notes
- External Notes
- Requires Follow Up
- Send To Contact
- Quick Payment - Date Paid
- Quick Payment - Date Cleared
- Quick Payment - Bank Account
- Quick Payment - Amount
- Quick Payment - Reference
- Quick Payment - Summary
Action
Write
- Email
- First Name
- Last Name
Action
Search
- Type
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Type
- Owner
Trigger
Instant
Try It
- Account
  Required
- Activity Date
  Required
- Activity Type
  Required
- Description
Action
Write
- Opportunity Name
- Account
  Required
- Status
  Required
- Probability
  Required
Action
Write
- Dropdown name
  Required
- Items
  Required
Action
Write
- Contact Field
  Required
Action
Search
- Contact Field
  Required
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Search or write

About Saasu

Fast, simple online accounting for small business that includes cashflow, invoicing, inventory, payroll and support on all plans.

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Related categories

Accounting

About Spotler CRM

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

HelpHelp

Related categories

Marketing Automation

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