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…
Exact Online
- Create customerCreate customer
- Create logistics itemCreate logistic item
- Create projectCreate project
- Create time transactionCreate a project time transaction
- Create time transaction basicCreate time transaction (basic: alle GUIDs handmatig, geen picklists)
- Delete customerDelete customer
- Delete logistics itemDelete logistic item
- Delete sales invoiceDelete sales invoice
- Get customersGet customers
- Get financial transactionsGet financial transactions
- Get gl accountsGet GL Accounts
- Get logistics itemsGet logistics items
- Get project wbsGet project WBS
- Get projectsGet projects
- Get sales invoice linesGet sales invoice lines
- Get sales invoicesGet sales invoices
- Get time transactionsGet project time transactions
- List employeesList employees (active) – let op: endpoint kan ontbreken in sommige tenants
- List employees for project basicList employees allowed on a project (basic)
- List project membersList project members allowed to book time
- List projects basicList projects (basic: ID, Code, Description)
- List time itemsList time items
- List time items basicList time items (basic: ID, Code, Description)
- Make api requestMake API request to Exact Online
- Update customerUpdate customer
- Update logistics itemUpdate logistic item
- Update projectUpdate project
- Update time transactionUpdate a project time transaction
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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