Myphoner
Podio
zapier

An automated workflow using zapier

Connects Myphoner + Podio

Add new Myphoner winners to Podio

About this workflow template

This automation scenario allows you to connect Myphoner and Podio

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

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

Diagram

Add new Myphoner winners to Podio
Workflow diagram: Myphoner + Podio integration

How it works?

When this trigger fires in Myphoner

Myphoner

New Winner in Myphoner

Triggers when a lead is won.

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 Add new Myphoner winners to Podio.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Myphoner to Zapier.

    Connect Myphoner to Zapier.

    Give Zapier access to your Myphoner account, using Myphoner 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 Myphoner

    Set up a Trigger action for Myphoner

    Choose the following trigger: New Winner (Triggers when a lead is won.).

  • 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 Myphoner 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 Add new Myphoner winners 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).

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Podio

    New action

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

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Podio

    New task

    Triggers when you add a new task.

    zapierpabbly-connect
    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.

    zapier
    triggerbyzapier
  • Podio

    Watch tasks

    Triggers when a new task is created.

    integromat
    triggerbyintegromat
  • Myphoner

    Create lead

    Creates a new Lead.

    zapierintegrately
    actionbyzapierintegrately
  • Myphoner

    Get a lead

    Retrieves an existing lead.

    integromat
    actionbyintegromat
  • Myphoner

    Mark lead for call back

    Marks a given lead for call back, optionally at a specific time.

    zapierintegrately
    actionbyzapierintegrately
  • Myphoner

    Create a new lead

    Creates a new lead.

    integromat
    actionbyintegromat
  • Myphoner

    Create note

    Creates a new note for a lead.

    zapier
    actionbyzapier
  • Myphoner

    Mark lead as loser

    Marks a given lead as a loser.

    zapierintegrately
    actionbyzapierintegrately

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.