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Connect Saasu to Spotler CRM and automate any workflow

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Spotler CRMSpotler CRM
2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Saasu

A trigger is an event that starts your Zap and runs the workflow. For example, with Saasu, a trigger could be "New Contact."
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 Saasu to Spotler CRM

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

Connect Saasu 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.

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Choose a Trigger
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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.

  • Saasu triggers, actions, and search
    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    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
      Required
    • Last Name
      Required
    Action
    Search
    • Type
    Trigger
    Instant
    Try It
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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
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About Spotler CRM
Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.
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Related categories
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