Productivity
Fleetio for your Agent
Flow can look up tasks, projects and pages in Fleetio, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.
It asks for your approval before it changes anything in Fleetio. Connect with an API key from your Fleetio account.
Connect Fleetio in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Fleetio.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Fleetio.
What Flow can do depends on what Fleetio offers through its API and on the access you choose.
Things to ask
Type these to Flow once Fleetio is connected.
- Fleetio
Create a task in Fleetio for each document the Lyon tender asks for, due two days before the deadline.
- Fleetio
What is still open in Fleetio for our hospital bid?
About Fleetio
Fleetio is a fleet management platform for vehicles, equipment, maintenance, inspections, fuel, parts, and purchasing. Use it to centralize fleet operations, reduce downtime, and keep maintenance work moving.
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