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Podio

With Zapier, you can create automated workflows that eliminate some of the repetitive work associated with project management—like task creation. Here's how to automate Podio.

4 ways to automate Podio with Zapier

Need an easy way to create tasks from form submissions? This Gravity Forms Podio integration will automatically log form submission data as new items in Podio so your team won't have to constantly check Gravity Forms for new form entries.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

New Application

Triggers when an action happens inside an app which you choose.

New Action

Triggers when you add a new item, record or entry to an app (standard or custom).

New Item

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

Item Updated

Triggers when you add a new organization.

New Organization

New Workspace

Triggers when there is activity in your stream.

New Activity

New Task

New View

Find Item

Create a new item, record or entry inside an app (standard or custom).

Create Item

Add a status update to a workspace stream.

Create Status

Create Task

Update an item, record or entry inside an app (standard or custom).

Update Item

Save Gravity Forms submissions as Podio items

Need an easy way to create tasks from form data? This JotForm Podio integration will automatically log JotForm submission data as new items in Podio so your team won't have to constantly check JotForm for new form entries.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Save JotForm submissions as Podio items

Need a quick, easy way to capture items in your Podio apps? This Zap will add a new item to your app whenever there is a new submission to your Unbounce form. Once you set it up this time-saving Unbounce-Podio integration will trigger automatically for any new submissions your form receives.

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Unbounce

Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.

New Form Submission

Add new items to Podio apps from Unbounce form submissions

Log data into Podio projects automatically with this Typeform to Podio automation. Once set up, when new entries are submitted in Typeform, Zapier will create a new item in Podio. Make sure your team has all of the data they need to complete their projects. 

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Save Typeform entires as Podio items

Keep track of new activity in Podio with this Podio to Slack Zapier Intgration. Once set up, you'll be notified in Slack every time a new item is added within your Podio account. You can choose to be notified privately via @slackbot, or in a designated Slack channel. 

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Get Slack notifications for new Podio items

Automatically send email alerts for new Podio items. After you set up this Podio email integration, every time there is a new Podio item created, an outbound email will be sent.

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)

Have direct access to your own email servers? Check out our IMAP and SMTP services!

Email by Zapier

Triggers when an email is forwarded to your own custom **zapiermail.com** address.

New Inbound Email

Triggers when an email that you've enabled read receipts on via our `Send Outbound Email` trigger is opened.

New Read Receipt

Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom **zapiermail.com** address.

Send Outbound Email

Send outbound Email alerts for new Podio items

You'll want to get notified for new actions by your users. This integration helps by automatically sending a channel message in Slack with the details of a new action by a user in Podio. You'll always know about user actions.

Send Slack channel messages for new Podio actions

Keep your team up to date on ongoing projects with this Podio to Gmail automation. Set it up, and every time a new item is created in Podio, Zapier will send a new email via Gmail. Create a constant forward motion in your projects when your team has everything they need. 

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Draft Reply

Create Label

Send Email

Remove Label From Email

Reply to Email

Share new Podio items via Gmail emails

Need your Podio workflow to keep up with all those calls on CallRail? We'll kick things off for each one automatically if you set up this CallRail Podio integration. It'll then watch for new received CallRail calls, creating a new item on Podio according to your specifications every time.

CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.

CallRail

Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.

Phone Call Completed

Triggers when a phone call is marked as "Spam".

Phone Call Marked as Spam

Triggers when an inbound phone call is started.

Phone Call Started

Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger. 

Phone Call Tagged

Company Created

Form Captured

Form Capture Tagged

Triggers after an inbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.


Outbound Call Completed

Triggers when a Session Tracker is created.

Session Tracker Created

Triggers when an SMS message is received.

SMS Received

SMS Sent

Triggers when a Source Tracker is created.

Source Tracker Created

User Created

Add Podio items for new calls on CallRail

When you receive an inbound call, you often want to take same action as a result.  Use this zap to create a new item in Podio when you receive a new call in CallTrackingMetrics.

CallTrackingMetrics is the only digital platform that uses call tracking intelligence to inform contact center automation—resulting in a more personalized customer experience. Discover which marketing campaigns are generating leads and conversions, and use that data to automate call flows and power your contact center.

CallTrackingMetrics

New Call

Create Podio Items from New CallTrackingMetrics Calls

Do you receive templated emails on a regular email that you have to copy and paste into Podio? This app will solve your problem by parsing data out of templated emails and allow you to automatically add them into Podio.

Send emails to your custom "@robot.zapier.com" address and extract any data! Visit http://parser.zapier.com/ for more information!

Email Parser by Zapier

Triggers when a mailbox gets a new email. Don't forget to set up your parser mailboxes at https://parser.zapier.com/.

New Mailbox

Parse Emails into Podio

If you're having trouble navigating a busy inbox, let Zapier's Gmail-Podio integration give you focus. Set it up, and whenever a new email is received on Gmail, we'll create a task for it on Podio so you can be sure you've dealt with each one. 

Add tasks to Podio from new emails on Gmail [Business Gmail Accounts Only]

Tired of manually moving information from your custom platform to Podio? Why not let Zapier's webhooks do all the heavy lifting? With this Zap, our webhooks will catch a new blog, a new lead, a new form response—whatever it is you need catching, the webhook will grab it and create a corresponding item in Podio.

4 ways to automate Podio with Zapier

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