SPOTIO 2.0 and Zoho PDF Editor 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

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

Zoho PDF Editor

Check PDF Job Status
Retrieves the current status of an asynchronous Zoho PDF Editor job. Returns the status ("inprogress", "success", or "failed") and, on success, a download URL for the result file.
Delete Pages from PDF
Permanently removes the specified pages from a PDF. Supports individual pages and ranges.
Extract Pages from PDF
Extracts selected pages from a PDF and returns them as a single PDF or individual files in PDF, JPEG, or PNG format.
Insert Image Watermark into PDF
Adds an image watermark (PNG/JPEG) to all pages of a PDF with configurable opacity, width, and height.
Insert Images in PDF
Inserts up to 10 images (PNG/JPEG) into a PDF document at specified positions and page ranges. Returns a download URL for the modified PDF.
Insert Page Numbers into PDF
Inserts page numbers (and optionally dates or custom text) into the header or footer of a PDF. Supports font customization and multiple numbering styles.
Insert Pages from Another PDF
Inserts all pages from a source PDF into an original PDF before or after a specified page number. Returns a download URL for the combined PDF.
Insert Text Watermark into PDF
Overlays a text watermark (e.g., "Confidential", "Draft") onto all pages of a PDF. Supports font color, family, size, and rotation direction.
Protect PDF with Password
Applies password protection and/or permission restrictions to a PDF. Supports AES128, AES256, and RC4128 encryption. Can also update an already protected PDF by providing its current password.
Replace Pages in PDF
Replaces a specified page range in the original PDF with pages from a replacement PDF. Page count in both ranges must match.
Rotate Pages in PDF
Rotates selected pages (or all pages) in a PDF clockwise or counter-clockwise by 90, 180, 270, or 360 degrees.
Split PDF
Splits a PDF into equal-sized chunks. For example, splitting a 10-page PDF with split_by=2 produces 5 separate 2-page PDF documents.

Any other action you can think up

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