Rocketlane and SPOTIO 2.0 integration | Workato

Build Powerful Workflows, fast

Rocketlane

New Account Real-time
New Account in Rocketlane
Updated Account Real-time
Updated Account in Rocketlane
Csat Submitted Real-time
Csat Submitted in Rocketlane
Updated Expense Real-time
Updated Expense in Rocketlane
Form Submitted Real-time
Form Submitted in Rocketlane
New Invoice Real-time
New Invoice in Rocketlane
New payment/write-off record Real-time
New payment/write-off record in Rocketlane
Payment/write-off record updated Real-time
Payment/write-off record updated in Rocketlane
Updated Invoice Real-time
Updated Invoice in Rocketlane
Meeting transcription completed Real-time
Meeting transcription completed in Rocketlane
New Project Message Real-time
New Project Message in Rocketlane
New Project Real-time
New Project in Rocketlane
New Project Update Message Real-time
New Project Update Message in Rocketlane
Updated Project Real-time
Updated Project in Rocketlane
New Signal generated Real-time
New Signal generated in Rocketlane
New Task Message Real-time
New Task Message in Rocketlane
New Task Real-time
New Task in Rocketlane
Updated Task Real-time
Updated Task in Rocketlane

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

Rocketlane

Add attachment to invoice
Add attachment to invoice in Rocketlane
Archive Project
Archive Project in Rocketlane
Create Account
Create Account in Rocketlane
Create Financials Budget
Create Financials Budget in Rocketlane
Create Line item
Create Line item in Rocketlane
Add payment/write-off record to an invoice
Add payment/write-off record to an invoice in Rocketlane
Create Project
Create Project in Rocketlane
Post Project Message
Post Project Message in Rocketlane
Create External Resource Mapping
Create External Resource Mapping in Rocketlane
Create Task
Create Task in Rocketlane
Post Task message
Post Task message in Rocketlane
Create Time Off
Create Time Off in Rocketlane
Delete Project
Delete Project in Rocketlane
Import Templates to Project
Import Templates to Project in Rocketlane
Notify User
Notify User in Rocketlane
Search Account
Search Account in Rocketlane
Search Invoice
Search Invoice in Rocketlane
Search Project
Search Project in Rocketlane
Search Project Financials Budget
Search Project Financials Budget in Rocketlane
Search Task
Search Task in Rocketlane
Update Account
Update Account in Rocketlane
Update Invoice
Update Invoice in Rocketlane
Update Line item
Update Line item in Rocketlane
Update Project
Update Project in Rocketlane
Update Task
Update Task in Rocketlane

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