Connect Spotio to MILKEE

Both apps 28Spotio 13MILKEE 15

• 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
  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.

• Action
  Create Account

  Creates a new ledger account in a MILKEE company's chart of accounts.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Entry

  Creates a new booking entry (Buchung) in a MILKEE company. The entry type (income, expense or swap) is determined automatically from the debit and credit accounts.

• Action
  Create Invoice

  Creates a new invoice with line items for a customer/project.

• Action
  Create Product

  Creates a new reusable product or service in a MILKEE company, for use on invoices and proposals.

• Action
  Create Project

  Creates a new project in a MILKEE company, linked to an existing customer or to a new customer created on the fly.

• Action
  Create Tag

  Creates a new tag in a MILKEE company.

• Action
  Create Task

  Creates a new task within a MILKEE project.

• Action
  Create Tax Rate

  Creates a new tax rate (e.g. a VAT rate) for a MILKEE company.

• Action
  Create Time Track

  Creates a time tracking entry on a MILKEE project.

• Action
  Find Entry

  Returns the MILKEE bookkeeping entries (Buchungen) of a company that match the given filters, such as entry ID, date range, type, customer, project, account or tag.

• Action
  Find Project

  Returns the MILKEE projects whose name matches the specified name, optionally narrowed by customer and archive status.

• Action
  Find Task

  Returns the tasks in a MILKEE company whose title contains the text you give, optionally narrowed to one status.

• Action
  Find Time Track

  Returns the time entries in a MILKEE company that match the specified criteria (entry id, user, customer, project, invoice, status, billable flag or date range).

• Action
  Update Invoice

  Updates an existing MILKEE invoice by ID. Only invoices in status open can be edited.

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