Spotio by Maxmel Tech

spotio is a field sales engagement platform that helps sales teams manage leads, track activities, and optimize territory performance integrating with make com enables automated workflows, improving efficiency and data synchronization across sales and business tools limited documentation we currently can't provide complete documentation for spotio because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from spotio and public sources to create detailed guides about spotio spotio is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=spotio\&app slug=spotio community\&app unique id=spotio eows6d app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/spotio community/ click the install button follow the on screen instructions to complete the setup spotio modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add a document creates and saves a new document in the location or service you choose cancel signatures cancels any existing signatures on a specific document or signature request create multiple activities creates several new activities in your system at once create a data object creates a new data object in the system or service you choose, helping you easily add new information where you need it create a team creates a new team by letting you specify its details and add members of your choice create a user adds a new user account to your system create an activity adds a new activity to your system, helping you keep track of tasks or events create an appointment creates a new appointment in the calendar or scheduling system you choose delete a data object deletes a selected data object from your account on the service delete a document permanently removes a selected document from the location or service you choose delete a team permanently removes a selected team from your account get activities fetches a complete list of all activities from your account get all available sign templates fetches a list of all sign templates you can use get available templates fetches a list of all templates that you can use for signing documents get company documents fetches all documents associated with your company get data object documents fetches all documents from your data objects, giving you access to the complete set of stored information get data objects fetches all available data objects from the service for you to view or use get signatures for a data object fetches the signatures associated with a specific data object you select get teams fetches a complete list of all teams available in the service get users fetches a list of all users from your account get a data object fetches a specific data object from the service for you get a document fetches a specific document from your connected service get a document url gets the web link for a document you choose get a signature fetches a specific signature from your account get a signature url generates and returns a unique url where you can access or sign a document, using the details you provide get a team fetches detailed information about a specific team from the service get a user fetches detailed information about a specific user from the service get an appointment finds and displays the details of a specific appointment using its unique id get an appointment by activity finds and returns the details of an appointment based on a specific activity you choose make an api call allows you to make a custom api request to the service using your own parameters and authorization sign a document based on a template signs a document based on the template you choose update a data object updates an existing data object in the chosen service with new information update a document updates an existing document by adding or modifying its content with the latest information update a team updates the details of an existing team in your account update a user updates the details of an existing user in your system update an activity updates an existing activity with your latest information or modifications update an appointment updates an existing appointment with the information you provide watch events monitor and receive notifications for new events as they happen templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} spotio resources you can have access to more resources related to this app on the following links https //spotio com https //support spotio com/hc/en us/categories/360000036247 knowledge base https //developer spotio2 com/ https //www make com/en/integrations/spotio community help us improve this documentation have experience with spotio? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=spotio\&app slug=spotio community\&app unique id=spotio eows6d sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone