BlackLine and SPOTIO 2.0 integration | Workato

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Triggers

When this happens…

SPOTIO 2.0

Activity changed Batch Real-time
Monitors for activities that are created or updated in Spotio
Activity deleted Real-time
Monitors for activities that are deleted in Spotio
Record created/updated Batch Real-time
Monitors for data objects (E.G. leads, contacts, opportunities) created or updated in Spotio
Record deleted Real-time
Monitors for data objects deleted in Spotio

Any other trigger you can think up

Actions

Do this…

BlackLine

Import account assignments
Import account assignments in BlackLine
Import account balances
Import account balances in BlackLine
Import account group mappings
Import account group mappings in BlackLine
Import account group settings
Import account group settings in BlackLine
Import account settings
Import account settings in BlackLine
Import bank balances
Import bank balances in BlackLine
Import budgets
Import budgets in BlackLine
Import CIM mappings
Import CIM mappings in BlackLine
Import currency rates
Import currency rates in BlackLine
Import entities
Import entities in BlackLine
Import entity types
Import entity types in BlackLine
Import item detail
Import item detail in BlackLine
Import multi-currency balances
Import multi-currency balances in BlackLine
Import subledger balances
Import subledger balances in BlackLine
Import task dependencies
Import task dependencies in BlackLine
Import task description
Import task description in BlackLine
Import tasks
Import tasks in BlackLine
Import tasks auto-certify completion
Import tasks auto-certify completion in BlackLine
Import team types
Import team types in BlackLine
Import teams
Import teams in BlackLine
Import user entities
Import user entities in BlackLine
Import user roles
Import user roles in BlackLine
Import user team assignments
Import user team assignments in BlackLine
Import users
Import users in BlackLine
Import variance group mapping
Import variance group mapping in BlackLine
Import variance group settings
Import variance group settings in BlackLine
Import variance rules
Import variance rules in BlackLine
Import variance settings
Import variance settings in BlackLine

Any other action you can think up

SPOTIO 2.0

Create activity
Create a new activity (visit, call, email, etc.) in Spotio
Create appointment
Schedule a new appointment with a data object in Spotio
Create data object
Create a new data object in Spotio with all relevant information
Delete data object
Delete a data object permanently or move related records to another parent
Export data objects
Generate a CSV export of your data objects that will be emailed to you
Get activity feed
Get a paginated list of activities with comprehensive filtering options
Get appointment
Get details for a specific appointment using its ID
Get data object by ID
Get complete details for a specific data object using its unique ID
Get user by external id
Get a user in your Spotio account using their external id
Get users
Get a list of users in your Spotio account with basic filtering
Merge data objects
Merge one or more source data objects into a target data object in Spotio
Search data objects
Search and filter data objects in your Spotio account using various criteria
Search users
Search for users in your Spotio account with comprehensive filtering options
Update activity
Update details of an existing activity in Spotio
Update appointment
Update the details of an existing appointment in Spotio
Update data object
Update any fields on an existing data object using its ID

Any other action you can think up

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