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.
Categories
Myphoner and Podio can also be integrated using automation tools other than zapier:
When this trigger fires in Myphoner
Triggers when a lead is won.
Then this action happens in Podio
Create a new item, record or entry inside an app (standard or custom).
This guide contains information on how to set up an automatic workflow that allows to Add new Myphoner winners to Podio.
Part I
First, we need to connect Myphoner and Podio to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Myphoner to Zapier.
Give Zapier access to your Myphoner account, using Myphoner credentials.
Connect Podio to Zapier.
Give Zapier access to your Podio account, using Podio credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
Choose this action: Create Item (Create a new item, record or entry inside an app (standard or custom).).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Myphoner 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 Add new Myphoner winners to Podio!
Triggers when you add a new item, record or entry to an app (standard or custom).
Triggers instantly when an action happens inside an app which you choose.
Triggers when you add a new task.
Triggers whenever there is activity in your stream.
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
Triggers when a new task is created.
Creates a new Lead.
Retrieves an existing lead.
Marks a given lead for call back, optionally at a specific time.
Creates a new lead.
Creates a new note for a lead.
Marks a given lead as a loser.
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.