Add new Bookafy customers to Podio CRM as items

First, we need to connect Bookafy and Podio to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Bookafy to Zapier.

  Give Zapier access to your Bookafy account, using Bookafy credentials.

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  Connect Podio to Zapier.

  Give Zapier access to your Podio account, using Podio credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Bookafy

  Choose the following trigger: New Customer (Triggers when a new customer is added.).

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  Then set up an Action for Podio

  Choose this action: Create Item (Create a new item, record or entry inside an app (standard or custom).).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Bookafy and Podio.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Bookafy customers to Podio CRM as items!