InvestorBase + Podio
Create Podio items for new InvestorBase buyer exports
When a New Buyer Export Event occurs inside your InvestorBase app, this workflow helps establish a seamless connectivity by creating a new item in your Podio app. This automation assists you in maintaining organized records by updating your Podio system with the current investment buyer details from InvestorBase. Consequently, it alleviates the hassle of manual data transfer and ensures accurate, up-to-date information flow across your platforms.
When a New Buyer Export Event occurs inside your InvestorBase app, this workflow helps establish a seamless connectivity by creating a new item in your Podio app. This automation assists you in maintaining organized records by updating your Podio system with the current investment buyer details from InvestorBase. Consequently, it alleviates the hassle of manual data transfer and ensures accurate, up-to-date information flow across your platforms.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- 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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