Integrate Run my Accounts with Spotler CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Run my Accounts with Spotler CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Run my Accounts

A trigger is an event that starts your Zap and runs the workflow. For example, with Run my Accounts, a trigger could be "New Customers."

A trigger is the event that kicks off your automated workflow.

Setup an action from Spotler CRM

An action is what takes place after the automation is triggered. For example, with Spotler CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Run my Accounts to Spotler CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Make work flow with AI

Level up your Run my Accounts to Spotler CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Run my Accounts and Spotler CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Run my Accounts and Spotler CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Customers
Triggers new customers in Run my Accounts.
Trigger
Scheduled
Try It
New Payments
Payments on accounts receivables.
Trigger
Scheduled
Try It
- Invoice Number
  Required
- Currency
  Required
- Invoice Date
  Required
- Duedate
  Required
- Vendor Number
  Required
- Vendor Name
  Required
- Vendor Contact Salutation
- Vendor Contact Firstname
- Vendor Contact Lastname
- Vendor Address1
- Vendor Address2
- Vendor Zipcode
- Vendor City
- Vendor Country
- Vendor Email
- Vendor Taxnumber
- Vendor Payment Account Number
- Vendor Terms
- Bank Name
- Bank Address 1
- Bank Address 2
- Bank ZIP Code
- Bank City
- Bank Country
- Bank IBAN
- Bank Bic
- Vendor Phone
- Vendor Mobile
- Vendor Fax
- Vendor State
- Invoice Description
- Notes
- Tax Included
- Department
- ESR Number
- Part Number
  Required
- Part Quantity
- Part Sellprice
  Required
- Part Description
- Part Discount
- Part Unit
- Payment Account
- Order Number
- Internal Notes
Action
Write
- Customer Number
  Required
- Name
- Type of Contact
- Contact Firstname
- Contact Lastname
- Address1
- Address2
- Zipcode
- City
- Country
- Email
- Taxnumber
- Contact Salutation
- Phone
- Fax
- Payment Account
- Terms
- Remittance Voucher
Action
Write
- Invoice Number
  Required
- Currency
  Required
- Invoice Date
  Required
- Duedate
  Required
- Customer Number
  Required
- Customer Name
  Required
- Customer Address1
- Customer Address2
- Customer Zipcode
- Customer City
- Customer Country
- Customer Terms
- Customer Contact Firstname
- Customer Contact Lastname
- Customer Contact Salutation
- Customer Email
- Customer Taxnumber
- Invoice Description
- Part Number
  Required
- Part Description
- Part Quantity
- Part Unit
- Part Sellprice
  Required
- Part Discount
- Tax Included
- Department
- Notes
- ESR Number
- Payment Account
Action
Write

- Invoice Number
  Required
- Date Paid
  Required
- Amount Paid
  Required
- Payment Account
- Memo
- Source
Action
Write
- Invoice Number
  Required
- Duedate
  Required
- Amount of Income Entry
  Required
- Account of Income
  Required
- Customer Number
  Required
- Customer Name
  Required
- Currency
  Required
- Invoice Date
  Required
- Invoice Description
- Notes
- Tax Included
- Description of the Income Entry
- Account of Taxes
- Amount of Taxes
- Customer Address1
- Customer Address2
- Customer Zipcode
- Customer City
- Customer Country
- Customer Email
- Customer Contact Firstname
- Customer Contact Lastname
- Customer Taxnumber
- Customer Contact Salutation
- Customer Terms
- ESR Number
Action
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
- Contact Salutation
- First
- Middle
- Last
- Email
- Address Line
- City
- County/State
- Postcode/Zip
- Country
Action
Write
- Account
  Required
- Activity Date
  Required
- All Day Event
- Priority
  Required
- Status
- Type
- Owner
- Invoice 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 Invoices
Trigger to fetch newly created invoices.
Trigger
Scheduled
Try It
- Invoice Number
  Required
- Datepaid
  Required
- Amount Paid
  Required
- Payment Account Number
  Required
- Memo
- Source
Action
Write
- Invoice Number
  Required
- Currency
  Required
- Invoice Date
  Required
- Duedate
  Required
- Customer Number
  Required
- Customer Name
  Required
- Customer Address1
- Customer Address2
- Customer Zipcode
- Customer City
- Customer Country
- Customer Email
- Customer Contact Salutation
- Customer Contact Firstname
- Customer Contact Lastname
- Customer Taxnumber
- Customer Terms
- Bank Name
- Bank Address 1
- Bank Address 2
- Bank ZIP Code
- Bank City
- Bank Country
- Bank IBAN
- Bank Bic
- Customer Phone
- Customer Mobile
- Customer Fax
- Customer State
- Invoice Description
- Notes
- Tax Included
- Department
- ESR Number
- Part Number
  Required
- Part Quantity
- Part Sellprice
  Required
- Part Description
- Part Discount
- Part Unit
- Payment Account
- Order Number
- Internal Notes
Action
Write
- General Ledger Reference
  Required
- Invoice Date
  Required
- Debit Account Number
  Required
- Credit Account Number
  Required
- Amount
  Required
- Invoice Description
- Currency
  Required
- Exchange Rate
- Notes
- Department ID
Action
Write
- Invoice Number
  Required
- Invoice Date
  Required
- Duedate
  Required
- Currency
  Required
- Customer Number
  Required
- Customer Name
  Required
- Invoice Description
- Notes
- Tax Included
- Customer Address1
- Customer Address2
- Customer Zipcode
- Customer City
- Customer Country
- Customer Email
- Customer Contact Firstname
- Customer Taxnumber
- Customer Contact Salutation
- Customer Contact Lastname
- Department
- ESR Number
- Payment Account
- Customer Terms
Action
Write
- Invoice Number
  Required
- Datepaid
  Required
- Amount Paid
  Required
- Payment Account Number
  Required
- Memo
- Source
Action
Write
- 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
- Type
- Invoice Description
Action
Write
- Name
- Account
  Required
- Status
- Probability
Action
Write
- Dropdown name
  Required
- Items
  Required
Action
Write
- Account Field
  Required
Action
Search
- Account Field
  Required
- Account
  Required
- Contact Salutation
- First
- Middle
- Last
- Email
- Address Line
- City
- County/State
- Postcode/Zip
- Country
Action
Search or write

About Run my Accounts

Bookkeeping service for Swiss SME. Scan your documents and you are done.

Related categories

Accounting

About Spotler CRM

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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