SPOTIO 2.0 and Workflow Max integrations and automations

Seamlessly connect SPOTIO 2.0 and Workflow Max. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

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
  • 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

Workflow Max
  • Create contact
    Create Contact in WorkflowMax
  • Get all suppliers
    Get all suppliers in WorkflowMax
  • Get client details by UUID
    Get client details by UUID in WorkflowMax
  • Get contact details by UUID
    Get Contact by UUID in WorkflowMax
  • Get current invoices
    Get current invoices in WorkflowMax
  • Get current quotes
    Get current quotes in WorkflowMax
  • Get invoice by number
    Get invoice details by invoice number in WorkflowMax
  • Get inovice payments
    Get payments of invoice in WorkflowMax
  • Get job invoices
    Get list of invoices for a specific job in WorkflowMax
  • Get quote by number
    Get quote details by quote number in WorkflowMax
  • Get supplier contact by UUID
    Get supplier contact by UUID in WorkflowMax
  • Get supplier details by UUID
    Get supplier by UUID in WorkflowMax
  • Search clients
    Search clients in WorkflowMax
  • Search invoices
    Search invoices for given date range in WorkflowMax
  • Search quotes
    Search issued quotes for given date range inWorkflowMax
  • Update contact
    Update Contact by UUID in WorkflowMax

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation