Get The Referral + Podio

Get The Referral + Podio integrations

Create new items in Podio when new leads appear in Get The Referral

Streamline your referral workflow and stay organized with this automation. When a New Lead is added to your Get The Referral account, an Item will be created in a Podio workspace simultaneously, keeping everything in one place and eliminating manual entries. This automation ensures you never miss a lead and improves the efficiency of your referral management process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create ItemTriggers when you add a new item, record or entry to an app (standard or custom).
ActionWrite

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More things you can do with Get The Referral and Podio

Discover other triggers and actions you can use with Get The Referral and Podio

Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Advocate Id
- Advocate Email
- Appointment Date and Time (Y-m-d H:i:s)
  Required
Action
Write
- Advocate ID or Email Address
  Required
Action
Write
- Lead ID
  Required
- New Lead Status
  Required
- Sale Amount
Action
Write

- Advocate Email Address
  Required
- Project
- Project Stage
  Required
- Fail on missing project stage
  Required
Action
Write
- 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 Advocate
Triggers when a new advocate is created.
Trigger
Instant
Try It
- Sales Rep Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
Action
Write
- Advocate Id
  Required
- Product Id
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
Action
Write
- Lead ID or Email Address
  Required
Action
Write
- GTR Lead ID
  Required
- CRM Object ID
  Required
- message
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 Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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Related categories

CRM (Customer Relationship Management)

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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.

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Project Management

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