Rev Ops and SPOTIO 2.0 integrations and automations

Seamlessly connect Rev Ops 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…

Rev Ops
  • Account Change Event Real-time
    Triggers when account created or updated in RevOps
  • Deal Change Event Real-time
    Triggers when deal created or updated in RevOps

    • 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…

Rev Ops
  • Calculate Usage and Cost
    Calculate usage and cost in RevOps
  • Create Account
    Creates and verifies payable accounts in RevOps
  • Create Invoice
    Create an invoice in RevOps
  • Create or Update UsageEvent
    Create or update usage event in RevOps
  • Create Plan
    Create plan in RevOps
  • Delete Account
    Delete account in RevOps
  • Void Invoice
    Void an invoice in RevOps
  • Get Account Instance
    Get a account in RevOps
  • Get Deal Instance
    Get a deal in RevOps
  • Get Invoice Instance
    Get a invoice in RevOps
  • Get List of Accounts
    Get a list of accounts in RevOps
  • Get List of Deals
    Get a list of deals in RevOps
  • Get List of Invoices
    Get a list of invoices in RevOps
  • Get List of Plans
    Get a list of plans in RevOps
  • Get List of Usage Events
    Get a list of usage events in RevOps
  • Get Plan Instance
    Get a plan in RevOps
  • Get Usage Event Instance
    Get a usage event in RevOps
  • Send Invoice Notification
    Send an invoice notification in RevOps
  • Invoice Payment
    Charge an invoice in RevOps
  • Update Account
    Update account in RevOps
  • Update Invoice
    Create an invoice in RevOps
  • Update Plan
    Update plan in RevOps

    • 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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