LiveChat
Podio
zapier

An automated workflow using zapier

Connects LiveChat + Podio

Log LiveChat chats to Podio

About this workflow template

This automation scenario allows you to connect LiveChat and Podio

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

LiveChat and Podio can also be integrated using automation tools other than zapier:

Diagram

Log LiveChat chats to Podio
Workflow diagram: LiveChat + Podio integration

How it works?

When this trigger fires in LiveChat

LiveChat

New Chat in LiveChat

Triggers when the chat is started.

Then this action happens in Podio

Podio

Create Item in Podio

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

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Log LiveChat chats to Podio.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect LiveChat to Zapier.

    Connect LiveChat to Zapier.

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

  • Connect Podio to Zapier.

    Connect Podio to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for LiveChat

    Set up a Trigger action for LiveChat

    Choose the following trigger: New Chat (Triggers when the chat is started.).

  • Then set up an Action for Podio

    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).).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between LiveChat and Podio.

  • Test the workflow and turn it on for production use

    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 Log LiveChat chats to Podio!

Supported triggers and actions

  • Podio

    New item

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

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    triggerbyzapierpabbly-connect
  • Podio

    New action

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

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    triggerbyzapierpabbly-connect
  • Podio

    New task

    Triggers when you add a new task.

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    triggerbyzapierpabbly-connect
  • Podio

    New activity

    Triggers whenever there is activity in your stream.

    zapier
    triggerbyzapier
  • Podio

    Item updated

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

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    triggerbyzapier
  • Podio

    Watch tasks

    Triggers when a new task is created.

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    triggerbyintegromat
  • LiveChat

    Make an api call

    Performs an arbitrary authorized API call.

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    actionbyintegromat
  • LiveChat

    Finished chat

    Triggers when the chat is ended.

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    triggerbyzapierautomateiopabbly-connect
  • LiveChat

    New chat

    Triggers when the chat is started.

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    triggerbyzapierautomateiopabbly-connect
  • LiveChat

    New ticket

    Triggers when the ticket is created.

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    triggerbyzapierautomateiopabbly-connect
  • LiveChat

    Watch incoming chat

    Triggers when a chat is coming with a new thread.

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    triggerbyintegromat
  • LiveChat

    New visitor in queue

    Triggers when a visitor enters queue.

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    triggerbyzapierpabbly-connect

Apps you need

Podio

Podio

Project Management

An online work platform to organize and manage teams and projects

Podio is a customizable online work platform that streamlines team collaboration and workflows. With hundreds of specialized apps to choose from, you can create a workspace tailored to your business needs.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.