Process Street custom and SPOTIO 2.0 integrations and automations

Seamlessly connect Process Street custom and SPOTIO 2.0. Automate workflows, and boost efficiency with Workato.

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…

Process Street custom
  • Assign to a task
    Assign to a task in Process street public API
  • Assign to a workflow run
    Assign to a workflow run in Process street public API
  • Create a data set record
    Create a data set record in Process street public API
  • Create a Webhook
    Create a Webhook in Process street public API
  • Create a workflow run
    Create a workflow run in Process street public API
  • Delete a data set record
    Delete a data set record in Process street public API
  • Delete a Webhook
    Delete a Webhook in Process street public API
  • Delete a workflow run
    Delete a workflow run in Process street public API
  • Get a data set record
    Get a data set record in Process street public API
  • Get a task
    Get a task in Process street public API
  • Get a workflow run
    Get a workflow run in Process street public API
  • Import data set records
    Import data set records in Process street public API
  • List all approvals in a workflow run
    List all approvals in a workflow run in Process street public API
  • List all data set records
    List all data set records in Process street public API
  • List all data sets
    List all data sets in Process street public API
  • List all options for a form field
    List all options for a form field in Process street public API
  • List all form field values
    List all form field values in Process street public API
  • List all form field values in a task
    List all form field values in a task in Process street public API
  • List all form fields in a workflow
    List all form fields in a workflow in Process street public API
  • List all assignees in a task
    List all assignees in a task in Process street public API
  • Find tasks
    Find tasks in Process street public API
  • List all tasks in a workflow run
    List all tasks in a workflow run in Process street public API
  • List all users
    List all users in Process street public API
  • List all assignees in a workflow run
    List all assignees in a workflow run in Process street public API
  • Find workflow runs
    Find workflow runs in Process street public API
  • List all tasks in a workflow
    List all tasks in a workflow in Process street public API
  • Find workflows
    Find workflows in Process street public API
  • Test authentication
    Test authentication in Process street public API
  • Unassign from a task
    Unassign from a task in Process street public API
  • Unassign from a workflow run
    Unassign from a workflow run in Process street public API
  • Undelete a workflow run
    Undelete a workflow run in Process street public API
  • Update a data set record
    Update a data set record in Process street public API
  • Update multiple form field values
    Update multiple form field values in Process street public API
  • Update a task
    Update a task in Process street public API
  • Update a workflow run
    Update a workflow run in Process street public API
  • Upload a form field value
    Upload a form field value in Process street public API
  • Approve or reject tasks
    Approve or reject tasks in Process street public 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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