Podio and Salesflare

How to connect Podio

What you can automate

  • When new Organization in Podio, find or create account in Salesflare.
  • When new Task in Podio, create task in Salesflare.
  • When new Task in Salesflare, create Task in Podio.

About Podio

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.

Podio operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Item Updated — Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
  • New Action — Triggers when an action happens inside an app which you choose.
  • New Activity — Triggers when there is activity in your stream.
  • New Application — Triggers when you add a new app.
  • New Item — Triggers when you add a new item, record or entry to an app (standard or custom).
Show 4 more triggers
  • New Organization — Triggers when you add a new organization.
  • New Task — Triggers when you add a new task.
  • New View — Triggers when a new view is added.
  • New Workspace — Triggers when you add a new space.

Actions (5)

Things Salesflare can make it do

  • Attach File — Upload a file to Podio and attach it to an item, task, comment, or status message.
  • Create Item — Create a new item, record or entry inside an app (standard or custom).
  • Create Status — Add a status update to a workspace stream.
  • Create Task — Create a new task.
  • Update Item — Update an item, record or entry inside an app (standard or custom).

Searches (1)

Look up existing records

  • Find Item — Find an item by title in an app.

Podio operations on Make

Triggers (11)

Start a workflow when this happens

  • Watch apps — Triggers when a new application is created.
  • Watch comments — Triggers when a new comment is created.
  • Watch contacts — Triggers when a new contact is created.
  • Watch events — Triggers as soon as a new event occurs.
  • Watch files — Triggers when a new file is added.
Show 6 more triggers
  • Watch items — Triggers when a new item is created or existing item is updated.
  • Watch notifications — Triggers when a new notification is created.
  • Watch organizations — Triggers when a new organization is created.
  • Watch tasks — Triggers when a new task is created.
  • Watch views — Triggers when a new view is created.
  • Watch workspaces — Triggers when a new workspace is created.

Actions (20)

Things Salesflare can make it do

  • Attach a file — Attaches a file to a given object.
  • Complete a task — Completes a task.
  • Create a comment — Creates a new comment.
  • Create a status — Creates a new status.
  • Create a task — Creates a new task.
Show 15 more actions
  • Create an app item — Creates an app item.
  • Delete a comment — Deletes an existing comment.
  • Delete a status — Deletes an existing status.
  • Delete a task — Deletes an existing task.
  • Delete an app item — Deletes an app item.
  • Edit a comment — Edits an existing comment.
  • Edit a status — Edits an existing status.
  • Edit a task — Edits an existing task.
  • Filter app items — Returns items matching the specified criteria.
  • Get app field — Gets an app dropdown field and it's values.
  • Get app item — Retrieves an app item with a given ID.
  • Get contacts — Retrieves a list of contacts.
  • Make an API call — Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.
  • Search for app items — Returns app items matching the searched text.
  • Update an app item — Updates an already existing app item.

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