CloudTalk + Podio

CloudTalk + Podio integrations

Create tasks in Podio from new calls in CloudTalk

When a new call takes place in CloudTalk, this workflow instantly helps you stay organized by creating a task in Podio. It does the work for you by transforming the call data into a dedicated task, allowing you to easily track follow-up actions and maintain a centralized view of all communications. This ensures no important calls slip through the cracks and enhances your call management efficiency in Podio.

When this happens...
New CallTriggers when call is made via CloudTalk.
TriggerInstant
automatically do this!
Create TaskTriggers when you add a new task.
ActionWrite

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More things you can do with CloudTalk and Podio

Discover other triggers and actions you can use with CloudTalk and Podio

New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
Try It
New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
Try It
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- From Number
  Required
- To Number
  Required
- Message Text
  Required
Action
Write
- Keyword
  Required
Action
Search

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It

- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
Try It
- Activity ID
  Required
- Acitivity ID postfix
  Required
- Activity title
  Required
- Activity content
  Required
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact ID
  Required
- Contact ID Postfix
  Required
- Contact name
- Contact email
- Contact number
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone Number
  Required
- Email
- Contact Company
- External Link
Action
Write
- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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