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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Response" from LoyaltyLoop.

Add your action

An action happens after the trigger—such as "Create Chat Message" in Spotio.

You’re connected!

Zapier seamlessly connects LoyaltyLoop and Spotio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Launch Data
Trigger
Polling
Try It
- Survey ID
  Required
- Email
  Required
- First Name
- Last Name
- Full Name
- Customer Title
- Company Name
- Address 1
- Address 2
- City
- State
- Zip Code
- Phone
- Cell Phone
- Transaction Date
- Sales Rep
- Customer ID
- Location ID
- Transaction ID
- Transaction Type
- Transaction Description
- Sale Price
Action
Write
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
Try It
Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
Try It
Record Created
Triggers when record is created.
Trigger
Instant
Try It

Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
Try It
Note Created
Triggers when note for record is created.
Trigger
Instant
Try It

Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- Autoplay
  Required
- Contact Id
  Required
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search or write
- Address
  Required
- Address Unit
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- Email
  Required
Action
Search or write

- Survey ID
  Required
Trigger
Polling
Try It
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
Try It
Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
Try It
Document Added to Record
Triggers when document is added to record.
Trigger
Instant
Try It
Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
Try It
Record Updated
Triggers when record is updated.
Trigger
Instant
Try It
- Spotio Username
  Required
- Message
  Required
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write
Create Record
Create a new dataObject
Action
Write
- Autoplay
  Required
- Contact Id
  Required
- Allow enrolling with partial information
  Required
- Allow enrolling already enrolled contacts
  Required
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityId
  Required
Action
Search
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- SearchQuery
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect LoyaltyLoop and Spotio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your LoyaltyLoop to Spotio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About LoyaltyLoop

LoyaltyLoop helps businesses build loyal customer relationships, measure satisfaction, drive online reviews and more.

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About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

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