Rating
4.9
Pre-built
150+
integrations
Total
100+
active users
avg
2 min
to connect
Custom Connections
Available
via HTTP connector
Build Powerful Workflows, fast
Triggers
When this happens…
SPOTIO 2.0
- Activity changed Batch Real-timeMonitors for activities that are created or updated in Spotio
- Activity deleted Real-timeMonitors for activities that are deleted in Spotio
- Record created/updated Batch Real-timeMonitors for data objects (E.G. leads, contacts, opportunities) created or updated in Spotio
- Record deleted Real-timeMonitors for data objects deleted in Spotio
Any other trigger you can think up
Actions
Do this…
Barista
- Onboard EmployeeCreate Employee in 'Barista
- Post KBCreate KB in 'Barista
- Delete EmployeeDelete Employee in Barista
- Generate Integration TokenGenerate Integration Token in ' 'Barista
- Get All EmployeesGET All Employees from Barista
- Get All KBsGET All KBs from Barista
- Get Conversation from ChannelGET Conversation from Channel
- Get Employee by EmailSearch Employee in Barista
- Get Employee by IDSearch Employee in Barista
- Get Report9 by ESP FiltersGET Report9 Data in ' 'Barista
- Get TaskGet Task from ' 'Barista
- Get Task by Channel IDGet Task from ' 'Barista
- Parse CSV DataParse CSV Data in Barista
- Parse CSV Status CheckParse CSV Status Check in Barista
- Patch KBPatch KB in 'Barista
- Post Data To ChannelPost Data to Barista channel
- Post Sync IDsPost Sync IDs in Barista
- Search EmployeesSearch Employees in Barista
- Terminate EmployeeTerminate Employee in Barista
- Update Channel Live Agent Session ModePerforms a PATCH to a Channel Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Update EmployeeUpdate Employee in ' 'Barista
- Update Reference Number on TaskUpdate Reference Number in ' 'Barista Task
- Update Report9 DataUpdate Report9 Data in ' 'Barista
- Update TaskUpdate Task in ' 'Barista
- Update Task OwnerChange Owner on Tasks
- Update Task StatusChange Status on Tasks
- Update Task Live Agent Session ModePerforms a PATCH to a Task Object to set sys_custom_fields.start_live_agent_suppor=True/False
- Upload CSV file to baristaUpload CSV File to Barista
Any other action you can think up
SPOTIO 2.0
- Create activityCreate a new activity (visit, call, email, etc.) in Spotio
- Create appointmentSchedule a new appointment with a data object in Spotio
- Create data objectCreate a new data object in Spotio with all relevant information
- Delete data objectDelete a data object permanently or move related records to another parent
- Export data objectsGenerate a CSV export of your data objects that will be emailed to you
- Get activity feedGet a paginated list of activities with comprehensive filtering options
- Get appointmentGet details for a specific appointment using its ID
- Get data object by IDGet complete details for a specific data object using its unique ID
- Get user by external idGet a user in your Spotio account using their external id
- Get usersGet a list of users in your Spotio account with basic filtering
- Merge data objectsMerge one or more source data objects into a target data object in Spotio
- Search data objectsSearch and filter data objects in your Spotio account using various criteria
- Search usersSearch for users in your Spotio account with comprehensive filtering options
- Update activityUpdate details of an existing activity in Spotio
- Update appointmentUpdate the details of an existing appointment in Spotio
- Update data objectUpdate any fields on an existing data object using its ID
Any other action you can think up
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