Connect OfficeClip and Spotler CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact" from OfficeClip.

Add your action

An action happens after the trigger—such as "Create Account" in Spotler CRM.

You’re connected!

Zapier seamlessly connects OfficeClip and Spotler CRM, automating your workflow.

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.

- Last Name
  Required
- First Name
- Email Id
- Office Phone
- Title
- Notes
Trigger
Polling
Try It
- 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

- First Name
- Email
- Work Phone
- Last Name
  Required
- Salutation
- Title
- Company Name
- Department
- Email Opt-Out
- Alternate Work Phone
- Fax
- Birthdate
- Assistant Name
- Assistant Phone
- Web Site
- Alternate Email Address
- Parent Account
- Address Line 1
- Address Line 2
- City
- Zip/Postal Code
- State
- Country
- Other Address Line 1
- Other Address Line 2
- Other City
- Other Zip/Postal Code
- Other Country
- Other State
- Notes
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
- 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

For AI agents & developers

Use OfficeClip and Spotler CRM with AI agents and code

Beyond Zap workflows. Call OfficeClip and Spotler CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose OfficeClip and Spotler CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Contact
Create Account

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger OfficeClip and Spotler CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* officeclip / spotler-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect OfficeClip 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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

Learn about AI automation

About OfficeClip

OfficeClip is a team collaboration tool to organize CRM, HRM, Issue Tracker and keep projects on track.

HelpHelp

Related categories

Developer Tools

About Spotler CRM

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