Connect MiniCRM and Spotio

Both apps 39MiniCRM 24Spotio 15

• Trigger
  New Card

  Triggers when a new card is created in the selected module.

• Trigger
  New Contact

  Triggers when a new company or person contact is created in MiniCRM.

• Trigger
  Updated Card

  Triggers when a card in the selected module is created or updated, including status changes.

• Trigger
  Updated Contact

  Triggers when a company or person contact is created or updated in MiniCRM.

• Action
  Create Address

  Adds a postal address to a contact or company and returns its ID.

• Action
  Create Card

  Creates a new card in a module for a contact and returns its ID.

• Action
  Create Contact

  Creates a company or person contact in MiniCRM and returns its ID.

• Action
  Create To-Do

  Creates a to-do on a card and returns its ID.

• Action
  Find Cards

  Searches cards in a module, optionally by main contact or status, and returns the matches.

• Action
  Find Contacts

  Searches companies and contacts by name, email, phone or free text and returns the matches.

• Action
  Get Address

  Returns a postal address by its ID.

• Action
  Get Card

  Returns a card (project) with its module, contact, status and owner.

• Action
  Get Contact

  Returns a company or person contact by its MiniCRM ID.

• Action
  Get Template

  Returns a template with its name, subject and content.

• Action
  Get To-Do

  Returns a to-do with its card, assignee, status and deadline.

• Action
  List Addresses

  Lists the postal addresses of a contact or company.

• Action
  List Modules

  Lists the modules (card categories) in your MiniCRM system with their IDs.

• Action
  List Templates

  Lists the email and document templates of a module.

• Action
  List To-Dos

  Lists the to-dos on a card, optionally only open or closed ones.

• Action
  Update Address

  Updates a postal address. Only the fields you fill in are changed.

• Action
  Update Card Field

  Updates one data field on a card, such as its name, owner or a module-specific field.

• Action
  Update Card Status

  Moves a card to a new status.

• Action
  Update Contact

  Updates a company or person contact in MiniCRM. Only the fields you fill in are changed.

• Action
  Update To-Do

  Updates or closes a to-do. Only the fields you fill in are changed.

• Trigger
  Activity Created

  Triggers when a new activity (such as a visit, call or note) is logged in SPOTIO.

• Trigger
  Activity Created or Updated

  Triggers when an activity in SPOTIO is logged or changed.

• Trigger
  Document Added to Record

  Triggers when a document is added to a chosen SPOTIO record.

• Trigger
  Record Created

  Triggers when a new record (pin/lead) is created in SPOTIO.

• Trigger
  Record Created or Updated

  Triggers when a SPOTIO record is created or updated.

• Trigger
  Record Stage Changed

  Triggers when a SPOTIO record moves to a different stage.

• Action
  Create Activity

  Logs a new activity (such as a visit, call or event) on a SPOTIO record.

• Action
  Create Activity Note

  Adds a note to a SPOTIO record.

• Action
  Create Appointment

  Schedules an appointment on a SPOTIO record.

• Action
  Create Record

  Creates a new SPOTIO record (pin/lead) with its stage, owner, address and custom field values.

• Action
  Enroll Contact to Autoplay

  Enrolls a SPOTIO record's contacts into an autoplay sequence.

• Action
  Search Activity by ActivityId

  Returns one SPOTIO activity by its ID, including the record it belongs to.

• Action
  Search Record

  Searches SPOTIO records by any text (name, address, phone, email or field value) and returns the matches.

• Action
  Update Activity

  Updates an existing SPOTIO activity's title, notes, date, result or done state.

• Action
  Update Record

  Updates one value on an existing SPOTIO record, such as its stage, owner or a custom field.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.