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Docupilot + Podio Integrations

How to connect Docupilot + Podio

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Supported triggers and actions

What does this mean?
    • DocumentRequired

    • Provide Download URL Link?

      If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.

    Action
    Write
    • OrganizationRequired

      Select your desired organization.

    • WorkspaceRequired

      Select your desired workspace.

    • ApplicationRequired

      Select your desired app.

    • Field

      Select your desired trigger field (or leave blank to trigger on any field). Only works with item.create, item.update or item.delete Action Types.

    • Action TypeRequired

      What action inside your app will trigger this Zap?

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

      Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

      Select your desired organization.

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

      Select your desired organization.

    • WorkspaceRequired

      Select your desired workspace.

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

      Select your desired organization.

    • WorkspaceRequired

      Select your desired workspace.

    • ApplicationRequired

      Select your desired app.

    • View

      Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.

    Trigger
    Scheduled
    Try It
  • Podio triggers, actions, and search

    New Organization

    Triggers when you add a new org.

    Trigger
    Scheduled
    Try It
    • Organization

      Select your desired organization.

    • Workspace

      Select your desired workspace.

    • Application

      Select your desired app.

    Trigger
    Scheduled
    Try It

How Docupilot + Podio Integrations Work

  1. Step 1: Authenticate Docupilot and Podio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
docupilot logo
docupilot logo

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
Learn more

Related categories

  • Documents
podio logo
podio logo

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 more

Related categories

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