Procore Official and SPOTIO 2.0 integrations and automations

Seamlessly connect Procore Official 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

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Build Powerful Workflows, fast

Triggers

When this happens…

Procore Official
  • New event Real-time
    New events in Procore
  • New record
    New record in Procore
  • New/updated record
    New or updated record in Procore

    • Any other trigger you can think up

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…

Procore Official
  • Custom action
    Custom action in Procore Official (Custom)
  • Add record to project
    Add record to project in Procore
  • Create record
    Create record in Procore
  • Delete record
    Delete record in Procore
  • Get PDF content
    Get PDF content in Procore
  • Get record details by ID
    Get record details by ID in Procore
  • List company Folders and Files
    Return a list of Folders and Files associated with a specific Company.
  • List folders and files
    List folders and files in Procore
  • Remove/delete record from project
    Remove or delete record from project in Procore
  • Search records
    Search records in Procore
  • Send invite to company user
    Send invite to company user in Procore
  • Sync records
    Create or update records in batch in Procore
  • Update record
    Update record in Procore

    • 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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