Replicon and SPOTIO 2.0 integrations and automations

Seamlessly connect Replicon 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Replicon
  • New client
    New client created in Replicon
  • New or updated invoice ready to sync
    New/updated ready to sync invoice in Replicon
  • New project
    New project created in Replicon
  • New user
    New user created in Replicon

    • 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…

Replicon
  • Custom action
    Custom action in Replicon (Custom)
  • Assign all users to project
    Assign all users to project in Replicon
  • Assign co-manager to project
    Assign co-manager to project in Replicon
  • Add line item to expense sheet
    Add line item to expense sheet in Replicon
  • Assign manager to project
    Assign manager to project in Replicon
  • Assign user to project
    Assign user to project in Replicon
  • Update invoice status
    Update status for invoice in Replicon
  • Create client
    Create client in Replicon
  • Create expense sheet
    Create expense sheet in Replicon
  • Create project
    Create project in Replicon
  • Create project task
    Create project task in Replicon
  • Create timesheet
    Create timesheet in Replicon
  • Create user
    Create user in Replicon
  • Get all tasks for a project Batch
    Get all project task in Replicon
  • Get client details
    Get client details from Replicon
  • Get project cost amount details
    Get project cost amount details from Replicon
  • Get expensable projects Batch
    Get expensable projects by expense sheet in Replicon
  • Get invoice details by URI
    Get invoice details from Replicon
  • Get invoice item details by URI
    Get invoice item details from Replicon
  • Get project details
    Get project details from Replicon
  • Get list of project team members Batch
    Get list of project team members from project in Replicon
  • Get task assignments for resource Batch
    Get task assignments for resource in Replicon
  • Get user details
    Get user details from Replicon
  • Get list of clients Batch
    Get list of clients from Replicon
  • Get all eligible project leaders Batch
    Get all eligible project leaders from Replicon
  • Get list of projects Batch
    Get list of projects from Replicon
  • Get list of users Batch
    Get list of users from Replicon
  • Get payroll details Batch
    Get payroll details for a specific pay period from Replicon
  • Search clients Batch
    Search clients in Replicon
  • Search programs Batch
    Search programs in Replicon
  • Search projects Batch
    Search projects in Replicon
  • Search users Batch
    Search users in Replicon
  • Submit expense sheet
    Submit expense sheet in Replicon
  • Update client
    Update client in Replicon
  • Update payment due date and issue date
    Update payment due date and date of issue for invoice in Replicon
  • Update invoice description
    Update description for invoice in Replicon
  • Update invoice sync status
    Update sync status for invoice in Replicon
  • Update project
    Update project in Replicon
  • Update project client
    Update project client in Replicon
  • Update project end date
    Update end date for project in Replicon
  • Update project fixed bid rate
    Update project fixed bid rate in Replicon
  • Update project name
    Update project name in Replicon
  • Update project program
    Update program to project in Replicon
  • Update project status
    Update project status in Replicon
  • Update user
    Update user in Replicon

    • 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

One platform

  • Power
  • Agility
  • Speed
  • Innovation