Spotio by Maxmel Tech

spotio is a field sales engagement platform that streamlines sales processes, territory management, and team performance tracking integrating with make com enables automated workflows, data synchronization, and improved sales productivity across various business tools this is ai generated content based on official spotio documentation the content may still contain errors—please verify important information if you have questions, contact spotio directly how to get support on 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 requirements to use the spotio app in make, you must have an active account and developer access to obtain api credentials, create your account on spotio app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect spotio and {{product name}} to get started, you must first create a connection between spotio and {{product name}} , allowing the two services to communicate you can connect using the following method api token api token instructions you need to generate an api token from your profile in the make interface click your avatar at the bottom left corner of the page click profile open the api tab click add token in the add token dialog, type a custom name for your token in the label field select the required scopes for the token click save copy the generated api token and store it in a safe place some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=spotio\&app slug=spotio community\&app unique id=spotio eows6d create the connection in {{product name}} log in in your make account , add the spotio module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your spotio or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page spotio modules after connecting to the spotio app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a document creates and uploads a new document to the chosen folder or service, making it easy to organize and store your files where you need them cancel signatures this module allows you to cancel any signatures that are currently pending on a specific document or signature request create multiple activities creates several new activities in the system at once, allowing you to efficiently add multiple activity records in a single step create a data object adds a brand new data object to the chosen system or service, allowing you to store and manage fresh information within your selected platform create a team creates a new team by allowing you to specify details such as the team name and add members of your choice create a user adds a brand new user account to your system, allowing you to register and manage new individuals within your platform create an activity adds a new activity record to your system, allowing you to track and manage specific actions or tasks create an appointment creates a new appointment in the calendar or scheduling system you choose, allowing you to easily add events to your preferred schedule delete a data object removes a specific data object from the service, permanently deleting the selected item from your account delete a document permanently removes a selected document from the specified location or service, ensuring it is no longer accessible delete a team permanently removes a selected team from your account on the service get activities fetches a complete list of all activities, allowing you to view every recorded action or event within your account get all available sign templates fetches and lists all the sign templates that are currently available in your account, allowing you to view and select from your complete collection of templates get available templates fetches a complete list of all templates that are ready to be used for signing documents get company documents fetches and provides a list of all documents associated with your company, making it easy to access and manage your company’s files in one place get data object documents fetches and returns all available documents from your data objects, giving you access to the complete set of stored information get data objects fetches and returns all available data objects from the service, allowing you to access the complete set of information stored there get signatures for a data object fetches and displays the signatures associated with a specific data object, allowing you to view all signatures linked to that item get teams fetches a complete list of all teams available in your account from the service, allowing you to view and manage team details easily get users fetches a complete list of all users from your account, allowing you to view details about each user get a data object fetches a specific data object from the service, allowing you to access detailed information stored within your account get a document fetches a specific document from the service, allowing you to access its content and details for further use get a document url fetches the direct url link for a document you specify, making it easy to access or share that document online get a signature fetches and returns a specific signature from your account, allowing you to view its details get a signature url fetches a unique url where you can access or complete a signature request, 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, such as their profile data and account details get an appointment fetches detailed information about a specific appointment using its unique id get an appointment by activity fetches detailed information about a specific appointment based on the selected activity make an api call allows you to make a custom, authorized api request to the selected service, enabling you to access features or data not covered by the standard modules sign a document based on a template signs a document by applying a chosen template, allowing you to quickly generate and sign documents with predefined formatting and content update a data object updates an existing data object in the selected service with new information you provide update a document updates an existing document by adding or modifying its content with the latest information update a team updates the details of a specific team within the service, such as the team's name or description update a user updates the details of an existing user in the system, allowing you to modify information such as their name, email, or other profile attributes update an activity updates the details of an existing activity with new information, allowing you to modify fields such as the activity’s title, description, date, or other relevant attributes update an appointment allows you to update an existing appointment by modifying its details, such as the date, time, or other relevant information watch events the "watch events" module keeps an eye out for new or updated events in your connected app and automatically triggers your scenario whenever a change is detected this helps you stay up to date and respond quickly to important activities as soon as they happen templates you can look for more templates in make's template gallery , 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 spotio website spotio documentation spotio api documentation spotio page on make