SPOTIO 2.0 integrations and automations

Seamlessly connect SPOTIO 2.0 with other tools. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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    • Build powerful workflows, fast

    Triggers

    When this happens…

    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…

    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
    • 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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