CallRail + Podio
Create new Podio items for newly created CallRail companies
Effortlessly manage your new client onboarding process with this seamless workflow between CallRail and Podio. When a new company is created in CallRail, an item will be generated in Podio, making it simple to keep track of your clients and their information. Save time, reduce manual data entry, and streamline your business processes with this easy-to-implement automation.
Effortlessly manage your new client onboarding process with this seamless workflow between CallRail and Podio. When a new company is created in CallRail, an item will be generated in Podio, making it simple to keep track of your clients and their information. Save time, reduce manual data entry, and streamline your business processes with this easy-to-implement automation.
- When this happens...Company Created
Triggers when a new Company is created.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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