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…

Guru
  • Collection Trust Score Change
    Triggers when the selected collection's trust score changes
  • New Board Created Real-time
    Triggers when a new Board is created
  • New Card Archived Real-time
    Triggers when a user archives a Card
  • New Card Comment Real-time
    Triggers when a user comments on a Card
  • New Card Copied Real-time
    Triggers when a user either copies the content within the Card or clicks on the "Card Copied content" button
  • New Card Created Real-time
    Triggers when a new Card is published
  • New Card Favorited Real-time
    Triggers when a user clicks the heart icon to add the card to "My Favorite Card" list
  • New Card Link Copied Real-time
    Triggers when a user clicks on the "Card Copy link" button
  • New Card Unfavorited Real-time
    Triggers when a user removes a Card from their "My Favorite Card" list
  • New Card Unverified
    Triggers when a Card becomes unverified
  • New Card Updated Real-time
    Triggers when a user makes an edit to a Card
  • New Card Verified Real-time
    Triggers when a user verifies a Card
  • New Card Viewed Real-time
    Triggers when a user views a Card
  • New Collection Created Real-time
    Triggers when a new Collection is created
  • New Group Created Real-time
    Triggers when a new Group is published
  • New Member Real-time
    Triggers when a new member was invited to team
  • New Tag Created Real-time
    Triggers when a new Tag is created
  • New User Added to Group Real-time
    Triggers when a User is added to a Group
  • Any other trigger you can think up

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…

Guru
  • Add Tag to Card
    Adds an existing Tag to a Card.
  • Add User to Group
    Adds a user to a Group.
  • Archive Card
    Archives a Card.
  • Create Card
    Create a new Card
  • Create Group
    Creates a new Group
  • Create Tag
    Create a Tag
  • Create Tag Category
    Create a Tag Category
  • Get Board Details
    Get Board details
  • Get Card Details
    Get Card details
  • Get Collection Details
    Get Collection details
  • Get Group Details
    Get Group details
  • Get Tag Details
    Get Tag details
  • Get Team Stats
    Get Team stats
  • Get User Details
    Find User details
  • Invite User
    Adds a user to your Team
  • List Collections
    List Collections
  • List Group Members
    List Users within a Group
  • List Tag Categories
    List Tag Categories
  • Remove User from Group
    Removes a User from a Group
  • Remove User
    Removes a User from your Team
  • Restore Card
    Restores a previously Archived Card
  • Search for Archived Card
    Search for a card that has been archived
  • Search Cards
    Search Cards
  • Search Groups
    Search Groups
  • Unverify Card
    Unverifies a Card
  • Update Card
    Update a Card
  • Verify Card
    Verifies a Card
  • 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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