Plumsail Documents + Spotio Integrations

How to connect Plumsail Documents + Spotio

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Choose a Trigger

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Choose an Action

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
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Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
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Document Added to Record
Triggers when document is added to record.
Trigger
Instant
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Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
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Record Updated
Triggers when record is updated.
Trigger
Instant
Try It
- Spotio UsernameRequired
- MessageRequired
  Message that you want to send to the other user
Action
Write

Create Activity Note
Create Activity Note in Spotio
Action
Write
Create Record
Create a new dataObject
Action
Write
- AutoplayRequired
  Enter the autoplay to use
- Contact IdRequired
  Enter the Contact Id from Lead to identify which contact to use
- Allow enrolling with partial informationRequired
- Allow enrolling already enrolled contactsRequired
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject TypeRequired
  Pick which type of object you want to search for.
- DataObject FieldRequired
- Search valueRequired
Action
Search
- ActivityIdRequired
  Activity id.
Action
Search or write
- DataObject TypeRequired
  Pick which type of object you want to search for.
- DataObject FieldRequired
- Search valueRequired
Action
Search or write
- AddressRequired
  Address of lead.
- Address Unit
  Address unit of lead.
Action
Search or write
- SearchQueryRequired
  Field of lead.
Action
Search or write
- EmailRequired
  Field of lead.
Action
Search or write

- Process NameRequired
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
- AutoplayRequired
  Enter the autoplay to use
- Contact IdRequired
  Enter the Contact Id from DataObject to identify which contact to use
Action
Write
- ActivityIdRequired
  Activity id.
Action
Search
- Search valueRequired
Action
Search
- ActivityIdRequired
  Activity id.
Action
Search or write
- Search valueRequired
Action
Search or write
- SearchQueryRequired
  Field of lead.
Action
Search or write
- FieldNameRequired
  CustomField name.
- FieldValueRequired
  CustomField value.
Action
Search or write
- ExternalLeadIdRequired
  External lead Id.
Action
Search or write

How Plumsail Documents + Spotio Integrations Work

Step 1: Authenticate Plumsail Documents and Spotio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Plumsail Documents + Spotio

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

About Spotio

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

Related categories

Sales & CRM

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Plumsail Documents + Spotio Integrations

How to connect Plumsail Documents + Spotio

Connect your apps and automate workflows

Process Finished

Activity Created

Activity Updated

Document Added to Record

Record Created or Updated

Record Updated

Create Chat Message

Spotio UsernameRequired

MessageRequired

Create Activity Note

Create Record

Enroll Contact to Autoplay

AutoplayRequired

Contact IdRequired

Allow enrolling with partial informationRequired

Allow enrolling already enrolled contactsRequired

Update Record

Search Record

DataObject TypeRequired

DataObject FieldRequired

Search valueRequired

Find or Create Activity

ActivityIdRequired

Find or Create DataObject

DataObject TypeRequired

DataObject FieldRequired

Search valueRequired

Find or Create Lead

AddressRequired

Address Unit

Find or Create Lead

SearchQueryRequired

Find or Create Lead

EmailRequired

Start Process

Process NameRequired

Activity Created or Updated

Appointment Created

Record Created

Record Stage Changed

Note Created

Create Activity

Create Appointment

Create Image

Unenroll Contact to Autoplay

AutoplayRequired

Contact IdRequired

Search Activity by ActivityId

ActivityIdRequired

Search Record by Anything

Search valueRequired

Find or Create Activity

ActivityIdRequired

Find or Create DataObject

Search valueRequired

Find or Create Lead

SearchQueryRequired

Find or Create Lead

FieldNameRequired

FieldValueRequired

Find or Create Lead

ExternalLeadIdRequired

About Plumsail Documents

Related categories

About Spotio

Related categories

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