SPOTIO 2.0 and RecipeOps by Workato integration | Workato

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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

RecipeOps by Workato

Usage threshold reached Real-time
Triggers when usage thresholds are reached in 10% intervals
Deployment failed Real-time
Deployment failed
Deployment complete Real-time
Deployment completed
Deployment approved Real-time
Deployment approved
Deployment rejected Real-time
Deployment rejected
Deployment re-opened for review Real-time
Deployment re-opened for review
New deployment submitted for review Real-time
New deployment submitted for review
API request timeout Real-time
API request exceeded timeout limit
API concurrency threshold exceeded Real-time
API concurrency threshold exceeded in workspace
API policy quota violations Real-time
This trigger monitors API usage for the workspace. Triggers when a client exceeds policy usage quotas.
API policy rate limit violations Real-time
This trigger monitors API usage for the workspace. Triggers when a client exceeds policy rate limits.
On-prem agent disconnected Real-time
On-prem agent disconnected
Job failed Real-time
Receive notification when a job fails in specified recipes
Member invitation accepted Real-time
Receive notification when an invitation is accepted
Package deployed Real-time
Receive notification when a package is deployed
Recipe started Real-time
Receive notification when a recipe is started
Recipe stopped by user Real-time
Receive notification when a recipe is stopped by a user
Account connected Real-time
Receive notification when an app is connected
Account disconnected Real-time
Receive notification when an app is disconnected
Account credentials refresh failed Real-time
Receive notification when an App fails to refresh its access credentials
Recipe stopped by Workato Real-time
Receive notification when a recipe is stopped due to errors

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
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

RecipeOps by Workato

Get recipe details
Get recipe details of specified recipe
Search job history Batch
Search job history of specified recipe
Rerun jobs Batch
Rerun specified jobs
List connections Batch
List connections
List recipes Batch
List all recipes
Search recipes Batch
Search recipes
Start recipe
Start an inactive recipe
Stop recipe
Stop an active recipe
Get account details
Get account details

Any other action you can think up

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