Integrate Leap with Spotio to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Leap with Spotio - no code necessary. See how you can get setup in minutes.

Select a trigger from Leap

A trigger is an event that starts your Zap and runs the workflow. For example, with Leap, a trigger could be "Document Sent."

A trigger is the event that kicks off your automated workflow.

Setup an action from Spotio

An action is what takes place after the automation is triggered. For example, with Spotio, the action could be "Create Chat Message."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Leap to Spotio

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Leap to Spotio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Leap and Spotio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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Connect Leap and Spotio to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.

Document Sent
Triggers when a new PDF file is sent.
Trigger
Instant
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Transaction Complete
Triggers when a new credit card or e-check transaction is completed.
Trigger
Instant
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Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Trigger
Instant
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Appointment Created
Triggers when appointment for lead is created.
Trigger
Instant
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Record Created
Triggers when record is created.
Trigger
Instant
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Record Stage Changed
Triggers when record stage changes.
Trigger
Instant
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Note Created
Triggers when note for record is created.
Trigger
Instant
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Create Activity
Create Activity in Spotio
Action
Write
Create Appointment
Create Appointment in Spotio
Action
Write
Create Image
Create image.
Action
Write
- Autoplay
  Required
- Contact Id
  Required
Action
Write
Update Record
Update existing dataObject
Action
Write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- DataObject Type
  Required
- DataObject Field
  Required
- Search value
  Required
Action
Search or write
- Address
  Required
- Address Unit
Action
Search or write
- Search value
  Required
Action
Search or write
- Email
  Required
Action
Search or write

Results Sent
Triggers when a user results an estimate.
Trigger
Instant
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Trigger
Instant
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Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Trigger
Instant
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Document Added to Record
Triggers when document is added to record.
Trigger
Instant
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Record Created or Updated
Triggers when record is created or updated.
Trigger
Instant
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Record Updated
Triggers when record is updated.
Trigger
Instant
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- Spotio Username
  Required
- Message
  Required
Action
Write
Create Activity Note
Create Activity Note in Spotio
Action
Write
Create Record
Create a new dataObject
Action
Write
- Autoplay
  Required
- Contact Id
  Required
- Allow enrolling with partial information
  Required
- Allow enrolling already enrolled contacts
  Required
Action
Write
Update Activity
Update Activity in Spotio
Action
Write
- ActivityId
  Required
Action
Search
- Search value
  Required
Action
Search
- ActivityId
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- Search value
  Required
Action
Search or write
- FieldName
  Required
- FieldValue
  Required
Action
Search or write
- ExternalLeadId
  Required
Action
Search or write

About Leap

Leap is a digital estimating, contracting, and communication tool designed specifically for the home services space.

Related categories

Sales & CRM

About Spotio

SPOTIO is a field sales enablement tool used by field sales reps and teams to increase efficiency, productivity and of course revenue.

Learn more Help

Related categories

Sales & CRM

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