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…
Me Learning
- Assign Group to a UserAssigns defined user to user group.
- Create Organisation UnitsCreates a new organisational unit. To create a top-level unit, leave the 'parentld' field empty.
- Create User GroupsCreates a new user group.
- Delete User Group by IDDeletes a user group.
- Delete a Organisation UnitDelete the specified organisational unit along with all its child units.
- Get User Group by IDRetrieves details of a user group.
- Get Custom FieldsLists all custom fields in the workspace.
- Get a Organisation UnitReturns the specified organisational unit along with all its child units.
- Get Organisation UnitsReturns the complete structure of organisational units within a workspace.
- get User Groupsget user groups.
- Get UsersReturns the list of users within a workspace.
- Change Parent of a Organisation UnitMoves an organisational unit to a new parent unit..
- Remove User from a GroupRemoves user from the group.
- Update a User GroupUpdates the name of a selected existing User Group.
- Update a Organisation UnitUpdates the name of a selected existing organisational unit.
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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