Onna and SPOTIO 2.0 integration | Workato

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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…

Onna

Create Custom Field
Create Custom Field in Onna platform API
Create File
Create File in Onna platform API
Create Folder
Create Folder in Onna platform API
Create Ticket
Create Ticket in Onna platform API
Create Workspace
Create Workspace in Onna platform API
Current User
Current User in Onna platform API
Delete File
Delete File in Onna platform API
Delete Folder
Delete Folder in Onna platform API
Delete Ticket
Delete Ticket in Onna platform API
Delete Workspace
Delete Workspace in Onna platform API
Retrieve Folder Info
Retrieve Folder Info in Onna platform API
Head Resource File Resumable Upload
Head Resource File Resumable Upload in Onna platform API
Health Check
Health Check in Onna platform API
List Custom Fields
List Custom Fields in Onna platform API
List Workspace Custom Fields
List Workspace Custom Fields in Onna platform API
List Workspaces
List Workspaces in Onna platform API
Login
Login in Onna platform API
Options Resource File
Options Resource File in Onna platform API
Resume Resource File Upload
Resume Resource File Upload in Onna platform API
Create Resource File Resumable Upload
Create Resource File Resumable Upload in Onna platform API
Create Resource File Single Request
Create Resource File Single Request in Onna platform API
Read Workspace Custom Value
Read Workspace Custom Value in Onna platform API
Read File
Read File in Onna platform API
Read Ticket
Read Ticket in Onna platform API
Retrieve Workspace Info
Retrieve Workspace Info in Onna platform API
Enable Workspace Custom Field
Enable Workspace Custom Field in Onna platform API
Update Folder
Update Folder in Onna platform API
Update Workspace
Update Workspace in Onna platform API
Update Workspace Custom Value
Update Workspace Custom Value in Onna platform API

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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