Spotio integration with JobProgress
How to Add or Update JobProgress documents when they are added to Spotio leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add or Update JobProgress documents when they are added to Spotio leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Spotio integrations
Spotio actions
Nekton can use any feature that is available in Spotio API.
Using our advanced AI, you can easily create custom automations for Spotio.
Here are some typical actions you can do in your automated workflows.
Create Chat Message
Send a chat message as spotio bot to a specified user.
Enroll Contact to Autoplay
Enroll Contacts to selected autoplay
Search Record
Search record by specified field.
Find or Create Activity
Find or Create Activity
Find or Create DataObject
Find or Create DataObject
Find or Create Lead
Find or Create Lead
About Spotio
SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.