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…
Reltio
- Custom actionCustom action in Reltio (Custom)
- Add record to entityAdd record to entiy in Reltio
- Apply data change requestApply data change request in Reltio
- Create data change requestCreate data change request in Reltio
- Create recordCreate record in Reltio
- Create records in bulkCreate records in bulk in Reltio
- Decrypt Export UrlPerform decryption of encrypted Export Url in Reltio
- Delete entities as Not a MatchDelete entities as Not a Match in Reltio
- Delete potential matchThis API removes potential match between two entities which was created earlier
- Delete recordDelete record in Reltio
- Delete records in bulkDelete records in bulk in Reltio
- Export recordsExport records in Reltio
- Get entities by crosswalksGet entities by crosswalks in Reltio
- Get entities as Not a MatchGet entities as Not a Match for an entity in Reltio
- Get entity by crosswalkGet entity by crosswalk in Reltio
- Get Internal task status by IDGet Internal task status by ID in Reltio
- Get matches for entityGet matches for entity in Reltio
- Get potential matches for entityGet potential matches for entity in Reltio
- Get record details by IDGet record details by ID in Reltio
- Get task status by IDGet task status by ID in Reltio
- Match entitiesMatch entities in Reltio
- Merge entitiesMerge entities in Reltio
- Reject data change requestReject data change request in Reltio
- Search data change requestSearch data change request in Reltio
- Search recordsSearch records in Reltio
- Mark entities as Not a MatchMark entities as Not a Match in Reltio
- Set entities are potential matchesSet entities are potential matches in Reltio
- Unmerge entitiesUnmerge entities in Reltio
- Unmerge entities treeUnmerge entities tree in Reltio
- Update recordUpdate record in Reltio
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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