About this integration
Field sales platform for territories, leads, and rep activity tracking. Connect it to any workflow without writing code.
You can choose from 1 trigger, 18 search modules and 19 actions. The connection type is basic authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for API Key.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Log into your account and navigate to Settings -> Integrations -> API Access. |
Use it in workflow automation
Start with Watch Events, then add Add a Document.
The canvas below runs Watch Events into Add a Document — watch the video, then drop a node onto the canvas.
Select the Watch Events trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Add a Document as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 20 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
Spotio workflow on the canvas: Watch Events then Add a Document
Triggers, searches and actions
Explore the fields available for each Spotio trigger, search, and action — 1 trigger, 18 searchs, and 19 actions.
Triggers
Whenever something changes in the app, one of 1 available trigger can start a run immediately.
- Watch Events
Searches
18 search modules let you query the app mid-run and feed the results to the next step.
- Get Activities
- Get a Data Object
- Get a Document
- Get a Document URL
- Get All Available Sign Templates
13more searches
Actions
Use 19 action modules to write data back into the app from anywhere in a run.
- Add a Document
- Cancel Signatures
- Create a Data Object
- Create an Activity
- Create an Appointment
14more actions
Explore the fields available for each Spotio trigger, search, and action.
Triggers
Output fields
| Field | Type |
|---|---|
User ID | number |
Email address | |
Name | text |
Date created | date |
Searches
Input fields
| Field | Type |
|---|---|
Start Date | date |
End Date | date |
Single Type | number |
Territory IDRequired | choice |
Sort By | choice |
Filter ID | text |
Include Ghosts | boolean |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Activity template ID | text |
Type | text |
Done | boolean |
Owner ID | text |
Date | text |
All day | boolean |
Result ID | text |
Data object | object |
Navigation ID | text |
ID | text |
Type ID | text |
Name | text |
Territory ID | text |
Stage ID | text |
Owner ID | text |
Value | number |
Visit count | number |
Call count | number |
Distance | number |
Verified | boolean |
Duration | number |
Duration seconds | number |
Text | text |
Title | text |
Notes | text |
Transition | object |
From stage ID | text |
To stage ID | text |
Loss reasons | array |
Is note | boolean |
Owner changed | object |
Previous data object owner ID | text |
New data object owner ID | text |
Direction | text |
12other output fields
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Parents info | array |
ID | text |
Name | text |
Stage ID | text |
Owner ID | text |
Pin | object |
ID | text |
Lat | number |
Lng | number |
Place ID | text |
Address | text |
Street | text |
House number | text |
Zip | text |
City | text |
State | text |
Source | text |
Created at | date |
Updated at | date |
Last visit result ID | text |
Last visit date | text |
Last visit note | text |
External data object ID | text |
Territory ID | text |
Stage updated at | text |
Stage updated by ID | text |
Created by ID | text |
Updated by ID | text |
Last location status | text |
Visits count | number |
16other output fields
Input fields
| Field | Type |
|---|---|
Document IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Updated at | date |
Created at | date |
Title | text |
State | text |
URL | text |
Is image | boolean |
Mime type | text |
Data object ID | text |
Activity ID | number |
Owner ID | text |
Document context | text |
Include in company docs | boolean |
Include in ai chat | boolean |
Ai indexing status | text |
Can be ai indexed | boolean |
Deletable | boolean |
Input fields
| Field | Type |
|---|---|
Document IDRequired | choice |
Output fields
| Field | Type |
|---|---|
URL | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Created at | date |
Updated at | date |
Title | text |
Subject | text |
Message | text |
Hello finished | boolean |
File name | text |
Files | array |
Template file URL | text |
Signer roles | array |
Multi signatures | boolean |
Merge fields | array |
Data object type ID | text |
Number of signers | number |
V 1template | boolean |
Users ids | array |
Teams ids | array |
Territories ids | array |
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Data object ID | text |
Owner ID | text |
Date | date |
Duration | number |
Title | text |
Notes | text |
Activity ID | text |
All day | boolean |
Done | boolean |
Autoplay data object ID | text |
Recurring definition | object |
ID | text |
Periodicity | text |
Interval | number |
Repeat on | array |
Until | text |
Count | number |
Timezone | text |
Activity template ID | text |
Remind before in seconds | number |
Auto | boolean |
Autoplay data object step ID | text |
All day date | text |
Created by ID | text |
Data object type ID | number |
Data object | object |
ID | text |
Type ID | text |
Stage ID | text |
Territory ID | text |
Name | text |
Address | text |
Phones | array |
Emails | array |
Parent | object |
4other output fields
Input fields
| Field | Type |
|---|---|
Activity IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Data object ID | text |
Owner ID | text |
Date | date |
Duration | number |
Title | text |
Notes | text |
Activity ID | text |
All day | boolean |
Done | boolean |
Autoplay data object ID | text |
Recurring definition | object |
ID | text |
Periodicity | text |
Interval | number |
Repeat on | array |
Until | text |
Count | number |
Timezone | text |
Activity template ID | text |
Remind before in seconds | number |
Auto | boolean |
Autoplay data object step ID | text |
All day date | text |
Created by ID | text |
Data object type ID | number |
Data object | object |
ID | text |
Type ID | text |
Stage ID | text |
Territory ID | text |
Name | text |
Address | text |
Phones | array |
Emails | array |
Parent | object |
4other output fields
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Request ID | text |
Lead ID | text |
Data object ID | text |
Company ID | text |
Mode | text |
Title | text |
Created at | date |
Updated at | date |
State | text |
Signed at | text |
Sent at | text |
Signed by | text |
Signatures | array |
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Signature ID | text |
Sign URL | text |
Expires at | text |
Input fields
| Field | Type |
|---|---|
Team IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Company ID | text |
Name | text |
Parent ID | text |
Created by ID | date |
Updated by ID | date |
Updated at | text |
Created at | text |
Users ids | array |
Input fields
| Field | Type |
|---|---|
User IDRequired | choice |
Output fields
| Field | Type |
|---|---|
Suspended | boolean |
Chat user ID | number |
Email | text |
Status | text |
Is readonly | boolean |
Is in salesforce | boolean |
Territory global access | boolean |
Visible | boolean |
Visible in reports | boolean |
ID | text |
Role | text |
First name | text |
Last name | text |
User pic URL | text |
Authorization provider | text |
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Created at | date |
Updated at | date |
Title | text |
Subject | text |
Message | text |
Hello finished | boolean |
File name | text |
Files | array |
Template file URL | text |
Signer roles | array |
Multi signatures | boolean |
Merge fields | array |
Data object type ID | text |
Number of signers | number |
V 1template | boolean |
Users ids | array |
Teams ids | array |
Territories ids | array |
Input fields
| Field | Type |
|---|---|
Name | text |
Sort By | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Updated at | date |
Created at | date |
Title | text |
State | text |
URL | text |
Is image | boolean |
Mime type | text |
Data object ID | text |
Activity ID | number |
Owner ID | text |
Document context | text |
Include in company docs | boolean |
Include in ai chat | boolean |
Ai indexing status | text |
Can be ai indexed | boolean |
Deletable | boolean |
Input fields
| Field | Type |
|---|---|
Data Object ID | choice |
Lead ID | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Updated at | date |
Created at | date |
Title | text |
State | text |
URL | text |
Is image | boolean |
Mime type | text |
Data object ID | text |
Activity ID | number |
Owner ID | text |
Document context | text |
Include in company docs | boolean |
Include in ai chat | boolean |
Ai indexing status | text |
Can be ai indexed | boolean |
Deletable | boolean |
Input fields
| Field | Type |
|---|---|
Filter ID | text |
Has Address | boolean |
Has Email | boolean |
Has Phone | boolean |
Has Phone Or Email | boolean |
Latitude | number |
Longitude | number |
Phone Number | text |
Query | text |
Sort By | text |
Type ID | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
Navigation ID | text |
ID | text |
Type ID | text |
Name | text |
Stage ID | text |
Pin | object |
ID | text |
Lat | number |
Lng | number |
Place ID | text |
Address | text |
Zip | text |
Phones | array |
Emails | array |
Visits count | number |
Parent | object |
ID | text |
Type ID | text |
Name | text |
Stage ID | text |
Pin | object |
Phones | array |
Emails | array |
Visits count | number |
Text opted in | boolean |
Phones full info | array |
Owner ID | text |
Text opted in | boolean |
Phones full info | array |
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Request ID | text |
Lead ID | text |
Data object ID | text |
Company ID | text |
Mode | text |
Title | text |
Created at | date |
Updated at | date |
State | text |
Signed at | text |
Sent at | text |
Signed by | text |
Signatures | array |
Input fields
| Field | Type |
|---|---|
Name | text |
Sort By | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Parent ID | text |
Created at | date |
User count | number |
Within assigned | boolean |
Editable | boolean |
Assignable | boolean |
Deletable | boolean |
Accessible | boolean |
Visible | boolean |
Input fields
| Field | Type |
|---|---|
Name | text |
Groups | text |
Has Spotio Phone | boolean |
Territory Global Access | boolean |
Visible | boolean |
Visible In Reports | boolean |
Limit | number |
Output fields
| Field | Type |
|---|---|
Suspended | boolean |
Chat user ID | number |
Email | text |
Status | text |
Is readonly | boolean |
Is in salesforce | boolean |
Territory global access | boolean |
Visible | boolean |
Visible in reports | boolean |
ID | text |
Role | text |
First name | text |
Last name | text |
User pic URL | text |
Authorization provider | text |
Actions
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
URLRequired | text |
Activity ID | choice |
Temporary Title | text |
Output fields
| Field | Type |
|---|---|
ID | text |
Updated at | date |
Created at | date |
Title | text |
State | text |
URL | text |
Is image | boolean |
Mime type | text |
Data object ID | text |
Activity ID | number |
Owner ID | text |
Document context | text |
Include in company docs | boolean |
Include in ai chat | boolean |
Ai indexing status | text |
Can be ai indexed | boolean |
Deletable | boolean |
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Data Object | object |
ID | text |
Stage ID | number |
Owner ID | number |
Pin | object |
Source | text |
External Data Object ID | text |
Fields | array |
Type ID | number |
Parent ID | text |
Created At | date |
Output fields
| Field | Type |
|---|---|
Parents info | array |
ID | text |
Name | text |
Stage ID | text |
Owner ID | text |
Pin | object |
ID | text |
Lat | number |
Lng | number |
Place ID | text |
Address | text |
Street | text |
House number | text |
Zip | text |
City | text |
State | text |
Source | text |
Created at | date |
Updated at | date |
Last visit result ID | text |
Last visit date | text |
Last visit note | text |
External data object ID | text |
Territory ID | text |
Stage updated at | text |
Stage updated by ID | text |
Created by ID | text |
Updated by ID | text |
Last location status | text |
Visits count | number |
16other output fields
Input fields
| Field | Type |
|---|---|
TypeRequired | choice |
DoneRequired | boolean |
Mobile ID | text |
Data Object ID | choice |
Activity Latitude | number |
Activity Longitude | number |
Data Object Latitude | number |
Data Object Longitude | number |
Transition | object |
From Stage ID | text |
To Stage ID | text |
Loss Reasons | array |
Is Note | boolean |
Owner Changed | object |
Previous Lead Owner ID | text |
New Lead Owner ID | text |
Result ID | text |
Direction | choice |
Email | |
Phone Number | text |
Reference | text |
Is Read | boolean |
Communication Template ID | choice |
Autoplay Data Object ID | text |
Autoplay Data Object Step ID | text |
13other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Verified | boolean |
Mobile ID | text |
Lead ID | text |
Data object ID | text |
Type | text |
Done | boolean |
Activity lat | number |
Activity lng | number |
Lead lat | number |
Lead lng | number |
Transition | object |
From stage ID | text |
To stage ID | text |
Is note | boolean |
Owner changed | object |
Previous lead owner ID | text |
New lead owner ID | text |
Previous data object owner ID | text |
New data object owner ID | text |
Result ID | text |
Direction | text |
Email | text |
Reference | text |
Is read | boolean |
Activity template ID | text |
7other output fields
Input fields
| Field | Type |
|---|---|
TypeRequired | choice |
DoneRequired | boolean |
Mobile ID | text |
Data Object ID | choice |
Activity Latitude | number |
Activity Longitude | number |
Data Object Latitude | number |
Data Object Longitude | number |
Transition | object |
From Stage ID | text |
To Stage ID | text |
Loss Reasons | array |
Is Note | boolean |
Owner Changed | object |
Previous Lead Owner ID | text |
New Lead Owner ID | text |
Result ID | text |
Direction | choice |
Email | |
Phone Number | text |
Reference | text |
Is Read | boolean |
Communication Template ID | text |
Autoplay Data Object ID | text |
Autoplay Data Object Step ID | text |
13other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Data object ID | text |
Owner ID | text |
Date | text |
Duration | number |
Title | text |
Notes | text |
Activity ID | text |
All day | boolean |
Done | boolean |
Recurring definition | object |
ID | text |
Periodicity | text |
Interval | number |
Repeat on | array |
Count | number |
Activity template ID | text |
Remind before in seconds | number |
Auto | boolean |
Created by ID | text |
Data object type ID | number |
Access | text |
Input fields
| Field | Type |
|---|---|
Team Name | text |
Parent Team ID | choice |
User IDs | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Company ID | text |
Name | text |
Parent ID | text |
Created by ID | date |
Updated by ID | date |
Updated at | text |
Created at | text |
Users ids | array |
Input fields
| Field | Type |
|---|---|
Authorization Provider | choice |
Is Google Account | boolean |
Weekly Updates | boolean |
Daily Updates | boolean |
Deletable | boolean |
Is In Salesforce | boolean |
Territory Global Access | boolean |
Visible | boolean |
Visible In Reports | boolean |
Company ID | text |
Phone | text |
Territory IDs | choice |
Updated At | date |
Created At | date |
Operating System | text |
Last Login At | date |
Inviter | object |
ID | text |
Role | choice |
First Name | text |
Last Name | text |
User Picture URL | url |
Timezone | text |
Chat Login | text |
Chat Password | text |
8other input fields
Output fields
| Field | Type |
|---|---|
Company ID | text |
Phone | text |
Territory ids | array |
Is google account | boolean |
Updated at | date |
Created at | date |
Os | text |
Last login at | text |
Inviter | object |
ID | text |
Role | text |
First name | text |
Last name | text |
User pic URL | text |
Authorization provider | text |
Timezone | text |
Chat login | text |
Chat password | text |
Weekly updates | boolean |
Daily updates | boolean |
Company name | text |
External system user ID | text |
Teams ids | array |
Invited at | text |
Deletable | boolean |
Suspended | boolean |
14other output fields
Input fields
| Field | Type |
|---|---|
ActivitiesRequired | array |
TypeRequired | choice |
DoneRequired | boolean |
Mobile ID | text |
Data Object ID | text |
Activity Latitude | number |
Activity Longitude | number |
Data Object Latitude | number |
Data Object Longitude | number |
Transition | object |
Is Note | boolean |
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
ModeRequired | choice |
Reassign Types IDs | array |
Reassign Type ID | text |
New Parent ID | text |
Permanently | boolean |
Input fields
| Field | Type |
|---|---|
Document IDRequired | choice |
Input fields
| Field | Type |
|---|---|
Team IDRequired | choice |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
Signature Template IDRequired | choice |
Lead ID | text |
Data Object ID | choice |
ModeRequired | choice |
By Email | boolean |
Title | text |
Subject | text |
Message | text |
Signers | array |
Custom Fields | array |
Output fields
| Field | Type |
|---|---|
Contract | object |
ID | text |
Request ID | text |
Lead ID | text |
Data object ID | text |
Company ID | text |
Mode | text |
Title | text |
Created at | text |
Updated at | text |
State | text |
Sign urls | array |
Input fields
| Field | Type |
|---|---|
Data Object IDRequired | choice |
Data | array |
Output fields
| Field | Type |
|---|---|
ID | text |
Name | text |
Stage ID | text |
Owner ID | text |
Pin | object |
ID | text |
Lat | number |
Lng | number |
Place ID | text |
Address | text |
Street | text |
House number | text |
Zip | text |
City | text |
State | text |
Source | text |
Created at | date |
Updated at | date |
Last visit result ID | text |
Last visit date | text |
Last visit note | text |
External data object ID | text |
Territory ID | text |
Stage updated at | text |
Stage updated by ID | text |
Created by ID | text |
Updated by ID | text |
Last location status | text |
Visits count | number |
Last activity time | text |
15other output fields
Input fields
| Field | Type |
|---|---|
Document IDRequired | choice |
Include In Company DocsRequired | boolean |
Include In AI ChatRequired | boolean |
Output fields
| Field | Type |
|---|---|
ID | text |
Data object ID | text |
Owner ID | text |
Date | text |
Duration | number |
Title | text |
Notes | text |
Activity ID | text |
All day | boolean |
Done | boolean |
Recurring definition | object |
ID | text |
Periodicity | text |
Interval | number |
Repeat on | array |
Count | number |
Activity template ID | text |
Remind before in seconds | number |
Auto | boolean |
Created by ID | text |
Data object type ID | number |
Access | text |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | choice |
TypeRequired | choice |
DoneRequired | boolean |
Mobile ID | text |
Data Object ID | choice |
Activity Latitude | number |
Activity Longitude | number |
Data Object Latitude | number |
Data Object Longitude | number |
Transition | object |
From Stage ID | text |
To Stage ID | text |
Loss Reasons | array |
Is Note | boolean |
Owner Changed | object |
Previous Lead Owner ID | text |
New Lead Owner ID | text |
Result ID | text |
Direction | choice |
Email | |
Phone Number | text |
Reference | text |
Is Read | boolean |
Communication Template ID | choice |
Autoplay Data Object ID | text |
14other input fields
Output fields
| Field | Type |
|---|---|
ID | text |
Verified | boolean |
Mobile ID | text |
Lead ID | text |
Data object ID | text |
Type | text |
Done | boolean |
Activity lat | number |
Activity lng | number |
Lead lat | number |
Lead lng | number |
Transition | object |
From stage ID | text |
To stage ID | text |
Is note | boolean |
Owner changed | object |
Previous lead owner ID | text |
New lead owner ID | text |
Previous data object owner ID | text |
New data object owner ID | text |
Result ID | text |
Direction | text |
Email | text |
Reference | text |
Is read | boolean |
Activity template ID | text |
7other output fields
Input fields
| Field | Type |
|---|---|
Appointment IDRequired | text |
Data Object ID | choice |
Owner ID | text |
Date | date |
Duration | number |
Title | text |
Notes | text |
Activity ID | text |
All Day | boolean |
Done | boolean |
Recurring Definition | object |
ID | text |
Periodicity | choice |
Interval | number |
Repeat On | array |
Until | text |
Count | number |
Timezone | text |
Remind Before In Seconds | number |
Activity Template ID | text |
Intention | choice |
Original Start Date | date |
All Day Date | date |
Output fields
| Field | Type |
|---|---|
ID | text |
Data object ID | text |
Owner ID | text |
Date | text |
Duration | number |
Title | text |
Notes | text |
Activity ID | text |
All day | boolean |
Done | boolean |
Recurring definition | object |
ID | text |
Periodicity | text |
Interval | number |
Repeat on | array |
Count | number |
Activity template ID | text |
Remind before in seconds | number |
Auto | boolean |
Created by ID | text |
Data object type ID | number |
Access | text |
Input fields
| Field | Type |
|---|---|
Team IDRequired | choice |
Team Name | text |
Parent Team ID | choice |
User IDs | choice |
Output fields
| Field | Type |
|---|---|
ID | text |
Company ID | text |
Name | text |
Parent ID | text |
Created by ID | date |
Updated by ID | date |
Updated at | text |
Created at | text |
Users ids | array |
Input fields
| Field | Type |
|---|---|
User IDRequired | choice |
Authorization Provider | choice |
Is Google Account | boolean |
Weekly Updates | boolean |
Daily Updates | boolean |
Deletable | boolean |
Is In Salesforce | boolean |
Territory Global Access | boolean |
Visible | boolean |
Visible In Reports | boolean |
Company ID | text |
Phone | text |
Territory IDs | choice |
Updated At | date |
Created At | date |
Operating System | text |
Last Login At | date |
Inviter | object |
ID | text |
Role | choice |
First Name | text |
Last Name | text |
User Picture URL | url |
Timezone | text |
Chat Login | text |
9other input fields