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Saasu + Spotler CRM

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.

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.

  1. When this happens...
    SaasuSaasu
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Spotler CRMSpotler CRM
    Create Account

    Finds an account within your CRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Saasu triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It

    • First NameRequired

    • Last NameRequired

    • 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 TypeRequired

    • Transaction TypeRequired

    • Billing Contact

    • Transaction DateRequired

    • Invoice Number

    • Purchase Order Number

    • Summary

    • Due Date

    • Currency

    • Foreign exchange rate

    • Auto Populate Fx Rate

    • Is Tax Included?

    • Description

    • AccountRequired

    • 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 NameRequired

    • Last NameRequired

    • 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
  • Saasu triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It

    • Invoice TypeRequired

    • Transaction TypeRequired

    • Billing Contact

    • Transaction DateRequired

    • Invoice Number

    • Purchase Order Number

    • Summary

    • Due Date

    • Currency

    • Foreign exchange rate

    • Auto Populate Fx Rate

    • Is Tax Included?

    • Quantity

    • Inventory ItemRequired

    • 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
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About Saasu

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

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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