Connect Spotler CRM and WorkRamp

Both apps 32Spotler CRM 12WorkRamp 20

• Trigger
  New Contact

  Triggers when a new contact is created in Spotler CRM.

• Trigger
  New Task

  Triggers when a new task is created in Spotler CRM.

• Trigger
  New/Updated Account

  Triggers when an account is created or updated in Spotler CRM.

• Trigger
  New/Updated Opportunity

  Triggers when an opportunity is created or updated in Spotler CRM.

• Action
  Create Account

  Creates a new account (company) record in Spotler CRM.

• Action
  Create Activity

  Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.

• Action
  Create Contact

  Creates a contact in Spotler CRM, linked to an existing account.

• Action
  Create Opportunity

  Creates a new opportunity (sales deal) against an account in Spotler CRM.

• Action
  Find Account

  Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.

• Action
  Find Contact

  Finds contacts whose email address matches exactly and returns the first match plus all matches.

• Action
  List Dropdown Values

  Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.

• Action
  Update Dropdown List

  Appends one or more new values to a dropdown (lookup) list in Spotler CRM.

• Trigger
  Assignment Completed: Challenge

  Triggers when a user completes the selected challenge, returning the user, completion date, grade and pass status.

• Trigger
  Assignment Completed: Path

  Triggers when a user completes an assignment for the selected path.

• Trigger
  Assignment Completed: Scorm

  Triggers when a user completes an assignment for the chosen SCORM course.

• Trigger
  Assignment Created: Challenge

  Triggers when a user is newly assigned to the selected challenge.

• Trigger
  Assignment Created: Path

  Triggers when a user is assigned to the selected WorkRamp path.

• Trigger
  Assignment Created: Scorm

  Triggers when a user is assigned the selected SCORM course.

• Trigger
  Training Complete

  Triggers when a contact completes a training in your Customer Learning Cloud academy.

• Trigger
  User Created

  Triggers when a new user is created in your WorkRamp enterprise.

• Trigger
  User Deleted

  Triggers when a user in your WorkRamp enterprise is deleted.

• Action
  Add group

  Creates a new group in WorkRamp, optionally with initial member users.

• Action
  Delete contact

  Deactivates (soft-deletes) a contact in a WorkRamp Customer Learning Cloud academy.

• Action
  Delete user

  Deletes an existing user from your WorkRamp enterprise.

• Action
  Find User

  Returns the WorkRamp users that match an email address, a name or a custom attribute value.

• Action
  Get contact

  Returns a single contact from a WorkRamp Customer Learning Cloud academy, including name and email.

• Action
  List certifications

  Returns all certifications (badges) set up in your WorkRamp account.

• Action
  List events

  Returns the events in a WorkRamp academy, including each event's title, description, publication status and session counts.

• Action
  List groups

  Returns all groups in the WorkRamp enterprise, with each group's name and created and updated times.

• Action
  List guides

  Returns all guides in your WorkRamp account, including each guide's title, task count, test question count and tags.

• Action
  List paths

  Returns the learning paths in your WorkRamp enterprise, including each path's name, description, content counts and tags.

• Action
  List users

  Returns the users in your WorkRamp enterprise, optionally filtered by email, name or a custom attribute.

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