Spotio and Salesflare
How to connect Spotio
- Via Zapier — 26 operations available. Set it up ↗
- Via Make — Connect it on Make. Set it up ↗
What you can automate
- When appointment Created in Spotio, create meeting, then create call in Salesflare.
- When note Created in Spotio, create internal note in Salesflare.
About Spotio
SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.
Spotio operations on Zapier
Triggers (10)
Start a workflow when this happens
- Activity Created — Triggers when activity event (for example Visit, Call, Email) is created.
- Activity Created or Updated — Triggers when activity event (for example Visit, Call, Email) is created or updated.
- Activity Updated — Triggers when activity event (for example Visit, Call, Email) is updated.
- Appointment Created — Triggers when appointment for lead is created.
- Document Added to Record — Triggers when document is added to record.
Show 5 more triggers
- Note Created — Triggers when note for record is created.
- Record Created — Triggers when record is created.
- Record Created or Updated — Triggers when record is created or updated.
- Record Stage Changed — Triggers when record stage changes.
- Record Updated — Triggers when record is updated.
Actions (13)
Things Salesflare can make it do
- Create Activity — Create Activity in Spotio
- Create Activity Note — Create Activity Note in Spotio
- Create Appointment — Create Appointment in Spotio
- Create Chat Message — Send a chat message as spotio bot to a specified user.
- Create Image — Create image.
Show 8 more actions
- Create Record — Create a new dataObject
- Enroll Contact to Autoplay — Enroll Contacts to selected autoplay
- Find or Create Activity — Find or Create Activity
- Find or Create DataObject — Find or Create DataObject
- Find or Create Lead — Find or Create Lead
- Unenroll Contact to Autoplay — Unenroll Contacts to selected autoplay
- Update Activity — Update Activity in Spotio
- Update Record — Update existing dataObject
Searches (3)
Look up existing records
- Search Activity by ActivityId — Search activity by activityId with record.
- Search Record — Search record by specified field.
- Search Record by Anything — Search Record by any field.
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