Complete EDI Solutions and SPOTIO 2.0 integrations and automations

Seamlessly connect Complete EDI Solutions and SPOTIO 2.0. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

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…

Complete EDI Solutions
  • Parse EDI Document
    Parse EDI Document into container for EDI Data in Complete EDI
  • Create EDI Document from JSON
    Create EDI document from JSON in Complete EDI
  • Create EDI Document from JSON (Streaming)
    Create EDI document from JSON in Complete EDI
  • Create EDI Document From XML
    Create EDI Document From XML in Complete EDI
  • Create JSON Document From EDI
    Create JSON formatted EDI Document from raw EDI data in Complete EDI
  • Process EDI File
    Send Raw EDI File to Complete EDI for processing into JSON
  • Download Processed EDI File
    Download JSON formatted EDI Document from Complete EDI server
  • Create EDI Acknowledgement
    Create an EDI acknowledgment from EDI input in Complete EDI
  • Split Raw EDI Document
    Split Raw EDI Document into individual EDI transactions in Complete EDI
  • Send JSON File Via SFTP
    Translate a JSON File to Raw EDI and send via SFTP in Complete EDI

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation