An automated workflow using zapier
Connects Podio + Gmail
Send emails from Gmail for new Podio actions
About this workflow template
This automation scenario allows you to connect Podio and Gmail
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
Podio and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Podio
New Action in Podio
Triggers instantly when an action happens inside an app which you choose.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send emails from Gmail for new Podio actions .
Part I
Configure Applications
First, we need to connect Podio and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Podio to Zapier.
Give Zapier access to your Podio account, using Podio credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail 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 Podio
Choose the following trigger: New Action (Triggers instantly when an action happens inside an app which you choose.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
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 Podio and Gmail.
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 Send emails from Gmail for new Podio actions !
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Supported triggers and actions
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Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create item
Create a new item, record or entry inside an app (standard or custom).
actionbyzapierpabbly-connectintegratelyCreate task
Create a new task.
actionbyzapierintegratelypipedreamUpdate item
Update an item, record or entry inside an app (standard or custom).
actionbyzapierintegratelyCreate a task
Creates a new task.
actionbyintegromatpabbly-connectCreate status
Add a status update to a workspace stream.
actionbyzapierintegratelypabbly-connectpipedreamAdd an item
Adds a new item
actionbyautomateio
Apps you need
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.
