JobProgress + Spotio

Create lead in JobProgress from new appointments in Spotio

Streamline your sales process by connecting your Spotio and JobProgress apps. With this workflow, as soon as a new appointment is arranged in Spotio, a corresponding lead is generated in JobProgress. This automation eliminates the need for manual data entry, ensuring you can focus more on converting leads, and less on administrative tasks. Improve efficiency and maintain accuracy with this seamless integration.

When this happens...
Appointment Created
Triggers when appointment for lead is created.
TriggerInstant
automatically do this!
Create Lead
Creates a Lead on the APP
ActionWrite

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Supported triggers and actions

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 UsernameRequired
- MessageRequired
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write

Create Record
Create a new dataObject
Action
Write
- AutoplayRequired
- Contact IdRequired
- Allow enrolling with partial informationRequired
- Allow enrolling already enrolled contactsRequired
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityIdRequired
Action
Search
- Search valueRequired
Action
Search
- ActivityIdRequired
Action
Search or write
- Search valueRequired
Action
Search or write
- SearchQueryRequired
Action
Search or write
- FieldNameRequired
- FieldValueRequired
Action
Search or write
- ExternalLeadIdRequired
Action
Search or write
New Lead
New Lead from JobProgress
Trigger
Scheduled
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- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
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
- AutoplayRequired
- Contact IdRequired
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject TypeRequired
- DataObject FieldRequired
- Search valueRequired
Action
Search
- ActivityIdRequired
Action
Search or write
- DataObject TypeRequired
- DataObject FieldRequired
- Search valueRequired
Action
Search or write
- AddressRequired
- Address Unit
Action
Search or write
- SearchQueryRequired
Action
Search or write
- EmailRequired
Action
Search or write
New Customer
New Customer from jobprogress
Trigger
Scheduled
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- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write