Process Street 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…

Process Street

Assign to a task
Assign to a task in Process street public API
Create a data set record
Create a data set record in Process street public API
Delete a Webhook
Delete a Webhook 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 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
List all approvals
List all approvals in Process street public API
List data set records
List data set records in Process street public API
List data sets
List data sets 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 task assignees
List all task assignees in Process street public API
List all tasks
List all tasks in Process street public API
Find workflow runs
Find workflow runs in Process street public API
Unassign from a task
Unassign from a task 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

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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