InvestorLift + Podio
Create items in Podio from new offers in InvestorLift
When a new offer is made in InvestorLift, streamline your process with this automation that creates a corresponding item in Podio. This workflow helps ensure that all your investment offers are instantly and accurately reflected in your Podio management system, keeping your operations organized and efficient. Use this smooth and seamless connection between InvestorLift and Podio to boost productivity.
When a new offer is made in InvestorLift, streamline your process with this automation that creates a corresponding item in Podio. This workflow helps ensure that all your investment offers are instantly and accurately reflected in your Podio management system, keeping your operations organized and efficient. Use this smooth and seamless connection between InvestorLift and Podio to boost productivity.
- When this happens...New Offer
Triggers when there's a new Offer.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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New Buyer
Triggers when there's a new Buyer.
Try ItNew Lead
Triggers when there's a new Lead.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
New Inquiry
Triggers when there's a new Inquiry.
Try ItNew Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet AddressRequired
CityRequired
CountyRequired
StateRequired
ZipRequired
LatitudeRequired
LongitudeRequired
Countertops
Appliances
Kitchen
Bathrooms Condition
Yard
Exterior
Priority
Timeframe
Feel
Asking Price
Bathrooms
Half Bathrooms
Bedrooms
EmailRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Contact Me
Message
Zestimate
Unit
Year Built
Lot Size
Square Footage
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Note
Google Click ID
Microsoft Click ID
