An automated workflow using zapier
Connects Mojo + Podio
Create Podio items for new activities in Mojo
About this workflow template
This automation scenario allows you to connect Mojo 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.
Categories
How it works?
When this trigger fires in Mojo
New Activity in Mojo
Triggers when a new activity is created.
Then this action happens in 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 Create Podio items for new activities in Mojo.
Part I
Configure Applications
First, we need to connect Mojo and Podio to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Mojo to Zapier.
Give Zapier access to your Mojo account, using Mojo credentials.
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 Mojo
Choose the following trigger: New Activity (Triggers when a new activity is created.).
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
Configure the data that is exchanged between Mojo and Podio.
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 Create Podio items for new activities in Mojo!
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Triggers when you add a new item, record or entry to an app (standard or custom).
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Triggers instantly when an action happens inside an app which you choose.
triggerbyzapierpabbly-connectNew task
Triggers when you add a new task.
triggerbyzapierpabbly-connectNew activity
Triggers whenever there is activity in your stream.
triggerbyzapierItem updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
triggerbyzapierWatch tasks
Triggers when a new task is created.
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Create contact in calling list
Create Contact in Mojo and assign to calling list.
actionbyzapierCreate contact in group
Create a contact in Mojo and assign to one or more groups.
actionbyzapierCreate activity
Creates a calendar activity in Mojo.
actionbyzapierUpdate contact
Update Contact in Mojo. A Contact_ID value is necessary. It can be retrieved from a New Contact, New Contact in Group or Contact Updated trigger or from the Create Contact in Group Action.
actionbyzapier(legacy) update or create contact
Update or Create Contact in Mojo.
actionbyzapier(legacy) create contact in calling list
Creates a new contact and assigns it to a calling list.
actionbyzapier
Apps you need
Mojo includes an easy to use CRM, Power Dialer and Real Estate lead service.
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 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.
