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…
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
VendorPanel
- Authenticate User's email.Authenticate user's email in VendorPanel.
- Get Opportunity Document by Opportunity ID and Document ID.Get opportunity document by opportunity ID and document ID in VendorPanel.
- Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
- Get Opportunity Supplier by Opportunity ID and Supplier ID.Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
- Get Opportunity by ID.Get opportunity by ID in VendorPanel.
- Get Response Document by Opportunity ID, Response ID and Document ID.Get response document by opportunity ID, response ID and document ID in VendorPanel.
- Get Response by ID.Get response by ID in VendorPanel.
- List Opportunity Categories for Opportunity ID.List opportunity categories for opportunity ID in VendorPanel.
- List Opportunity Documents for Opportunity ID.List opportunity documents for opportunity ID in VendorPanel.
- List Opportunity Suppliers for Opportunity ID.List opportunity suppliers for opportunity ID from VendorPanel.
- List Response Documents for Opportunity ID and Response Id.List response documents for opportunity ID and response ID in VendorPanel.
Any other action you can think up
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