Connect Potion to Spotio and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Potion with Spotio - no code necessary. See how you can get setup in minutes.

Select a trigger from Potion

A trigger is an event that starts your Zap and runs the workflow. For example, with Potion, a trigger could be "Video Events."

A trigger is the event that kicks off your automated workflow.

Setup an action from Spotio

An action is what takes place after the automation is triggered. For example, with Spotio, the action could be "Create Chat Message."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Potion to Spotio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Potion 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.

An illustration representing how to automate lead management with Zapier.

Connect Potion and Spotio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

- Template Video ID (Optional)
- Workspace ID (Optional)
Trigger
Instant
Try It
- Template Video ID (Optional)
- Name
- Email
- Background URL
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
- Search value
  Required
Action
Search or write
- Email
Action
Search or write

- Workspace ID (Optional)
Trigger
Instant
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
- Search value
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write

About Potion

Potion is a video personalization AI used to scale your video content effortlessly

Related categories

Video & Audio

About Spotio

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

Learn more Help

Related categories

Sales & CRM

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