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…

Me Learning
  • Assign Group to a User
    Assigns defined user to user group.
  • Create Organisation Units
    Creates a new organisational unit. To create a top-level unit, leave the 'parentld' field empty.
  • Create User Groups
    Creates a new user group.
  • Delete User Group by ID
    Deletes a user group.
  • Delete a Organisation Unit
    Delete the specified organisational unit along with all its child units.
  • Get User Group by ID
    Retrieves details of a user group.
  • Get Custom Fields
    Lists all custom fields in the workspace.
  • Get a Organisation Unit
    Returns the specified organisational unit along with all its child units.
  • Get Organisation Units
    Returns the complete structure of organisational units within a workspace.
  • get User Groups
    get user groups.
  • Get Users
    Returns the list of users within a workspace.
  • Change Parent of a Organisation Unit
    Moves an organisational unit to a new parent unit..
  • Remove User from a Group
    Removes user from the group.
  • Update a User Group
    Updates the name of a selected existing User Group.
  • Update a Organisation Unit
    Updates the name of a selected existing organisational unit.
  • 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

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