Connect VanillaSoft to Spotio and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- VanillaSoft Zap NameRequired
- Description
- VanillaSoft Project NameRequired
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on ErrorRequired
- Send Data Email on Last Error
- Email last error data to
Try It- Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try It - Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try It - Document Added to Record
Triggers when document is added to record.
Try It
- VanillaSoft Zap NameRequired
- DescriptionRequired
- VanillaSoft Project NameRequired
- Email on Success
- Email on ErrorRequired
- Create New ContactsRequired
- Flag New ContactsRequired
- Route New Contacts as a First PriorityRequired
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone NumberRequired
- Flag DuplicatesRequired
- Error response for duplicate contact
- Update existing contactsRequired
- Update Key FieldRequired
- Route Updated as a First PriorityRequired
- Reopen and flag updated contacts (Recommended)Required
- Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try It - Appointment Created
Triggers when appointment for lead is created.
Try It - Record Created
Triggers when record is created.
Try It