Connect Spotio to Paperform

Both apps 35Spotio 13Paperform 22

• 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
  Cancel Papersign Document

  Cancels a Papersign document that is still in progress, so no one can sign it any more.

• Action
  Create Form Coupon

  Creates a discount coupon on a Paperform form, as a dollar amount or a percentage, with an optional expiry date.

• Action
  Create Form Product

  Adds a product to a products field on a Paperform form, with its price, SKU and stock limits.

• Action
  Create Papersign Document Signing Link

  Creates a private signing link for one signer on a Papersign document, so you can send it yourself instead of relying on Papersign's emails. The link lasts a week and replaces any earlier link for that signer.

• Action
  Delete Form Coupon

  Deletes a discount coupon from a Paperform form so it can no longer be used.

• Action
  Delete Form Partial Submission

  Deletes a partial (unfinished) form submission from Paperform.

• Action
  Delete Form Product

  Removes a product from a Paperform form using its SKU.

• Action
  Delete Form Submission

  Deletes a form submission from Paperform.

• Action
  Download Papersign Document

  Gets a temporary download link for the signed PDF of a completed Papersign document. Pass the link to any step that fetches or attaches a file.

• Action
  Find Form

  Finds one Paperform form by searching its title, and returns the best match.

• Action
  Find Form Field

  Finds a field on a Paperform form by name and returns its key, title and type.

• Action
  Find Form Product

  Finds a product on a Paperform form by name and returns its SKU, price and stock.

• Action
  Find Papersign Document

  Finds one Papersign document by name, state, folder or the submission it came from, and returns the most recent match.

• Action
  List Papersign Documents

  Lists Papersign documents, optionally narrowed by name, state or folder.

• Action
  Send Papersign Document

  Sends a Papersign document out for signature, with the signers, invitation message and expiry you choose.

• Action
  Update Form

  Updates a Paperform form's name, description, web address or space, and can switch the form off. Anything left blank keeps its current value.

• Action
  Update Form Coupon

  Updates a discount coupon on a Paperform form. Anything left blank keeps its current value.

• Action
  Update Form Fields

  Updates a question on a Paperform form — its title, helper text, placeholder, key, or whether it is required. Anything left blank keeps its current value.

• Action
  Update Form Product

  Updates a product on a Paperform form — its name, price, stock or order limits. Anything left blank keeps its current value.

• Action
  Update Form Product Available Quantity

  Sets how many of a product are still available to sell on a Paperform form.

• Action
  Update Form Product Sold

  Sets how many of a product have been sold on a Paperform form.

• Action
  Update Space

  Renames a Paperform space.

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