Spotio Integrations

Name: Zapier
Availability: InStock

Put Spotio to work with AI and enterprise-grade automation

Automate smarter with Spotio and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Salesforce

CRM (Customer Relationship Management)

Quickbase

App Builder

monday.com

Project Management

Hatch

Phone & SMS

MarketSharp

CRM (Customer Relationship Management)

Microsoft Teams

Microsoft, Team Chat

Postalytics

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

LeadConnector

Marketing Automation

Salesforce

CRM (Customer Relationship Management)

Quickbase

App Builder

monday.com

Project Management

Hatch

Phone & SMS

MarketSharp

CRM (Customer Relationship Management)

Microsoft Teams

Microsoft, Team Chat

Salesforce

CRM (Customer Relationship Management)

Quickbase

App Builder

monday.com

Project Management

Hatch

Phone & SMS

MarketSharp

CRM (Customer Relationship Management)

Microsoft Teams

Microsoft, Team Chat

Postalytics

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

LeadConnector

Marketing Automation

Top companies trust Zapier to automate work and free up time

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Create New JobProgress leads from new ones in Spotio
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Spotio + JobProgress
Update JobProgress leads when they are updated in Spotio
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Spotio + JobProgress
Add or Update JobProgress documents when they are added to Spotio leads
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Spotio + JobProgress
Add new Spotio leads to AccuLynx
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Spotio + AccuLynx
Share updates from Spotio as funnel events to Facebook Conversions
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Spotio + Facebook Conversions
Add new Spotio leads to Builder Prime
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Spotio + Builder Prime

Create New JobProgress leads from new ones in Spotio

Details

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Spotio + JobProgress

Update JobProgress leads when they are updated in Spotio

Details

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Spotio + JobProgress

Add or Update JobProgress documents when they are added to Spotio leads

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Spotio + JobProgress

Add new Spotio leads to AccuLynx

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Spotio + AccuLynx

Share updates from Spotio as funnel events to Facebook Conversions

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Spotio + Facebook Conversions

Add new Spotio leads to Builder Prime

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Spotio + Builder Prime

Send funnel events to Facebook Conversions from Spotio

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Spotio + Facebook Conversions

Create and update LeadConnector opportunities from new Spotio appointments

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Spotio + LeadConnector

Create HubSpot contacts from new Spotio appointments

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Spotio + HubSpot

Create columns in Google Sheets for new Spotio activities

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Spotio + Google Sheets

Create Spotio appointments from new Google Sheets rows

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Google Sheets + Spotio

Create multiple Google Sheets rows for new Spotio appointments

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Spotio + Google Sheets

Send funnel events to Facebook Conversions from Spotio
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Spotio + Facebook Conversions
Create and update LeadConnector opportunities from new Spotio appointments
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Spotio + LeadConnector
Create HubSpot contacts from new Spotio appointments
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Spotio + HubSpot
Create columns in Google Sheets for new Spotio activities
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Spotio + Google Sheets
Create Spotio appointments from new Google Sheets rows
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Google Sheets + Spotio
Create multiple Google Sheets rows for new Spotio appointments
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Spotio + Google Sheets

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.

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
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- 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

Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
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Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
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Record Created
Triggers when record is created.
Trigger
Instant
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Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
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Note Created
Triggers when note for record is created.
Trigger
Instant
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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

Spotio Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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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Related categories

Sales & CRM

Spotio Integrations

Put Spotio to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create New JobProgress leads from new ones in Spotio

Update JobProgress leads when they are updated in Spotio