SPOTIO 2.0 and VISO TRUST integration | Workato

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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

VISO TRUST

Artifact expired Real-time
Artifact expired in VISO TRUST
Artifact expiring Real-time
Artifact expiring in VISO TRUST
Assessment artifact update completed Real-time
Assessment artifact update completed in VISO TRUST
Assessment cancelled Real-time
Assessment cancelled in VISO TRUST
Assessment completed Real-time
Assessment completed in VISO TRUST
Assessment recertification completed Real-time
Assessment recertification completed in VISO TRUST
Assessment remediation completed Real-time
Assessment remediation completed in VISO TRUST
Assessment reminder sent Real-time
Assessment reminder sent in VISO TRUST
Assessment summary generated Real-time
Assessment summary generated in VISO TRUST
Docs-only artifact update completed Real-time
Docs-only artifact update completed in VISO TRUST
New relationship onboarded Real-time
New relationship onboarded in VISO TRUST
Relationship overdue Real-time
Relationship overdue in VISO TRUST
Risk accepted Real-time
Risk accepted in VISO TRUST
Upcoming recertification Real-time
Upcoming recertification in VISO TRUST

Any other trigger 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

VISO TRUST

Any other action you can think up