An automated workflow using zapier
Connects Podio
Copy new Podio actions as Podio items
About this workflow template
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
Podio 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 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 Copy new Podio actions as Podio items.
Part I
Configure Applications
First, we need to connect Podio 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.
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 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 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 Copy new Podio actions as Podio items!
Related Automation Templates
Supported triggers and actions
New item
Triggers when you add a new item, record or entry to an app (standard or custom).
triggerbyzapierpabbly-connectNew action
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.
triggerbyintegromat
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.
