InvestorBase + Podio

InvestorBase + Podio integrations

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 this happens...
New Buyer Export EventTriggers when you click "Send to Zapier" on a buyer.
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 InvestorBase and Podio

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

New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Trigger
Instant
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Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
Trigger
Instant
Try It
Send Offer Details Event
Triggers when someone submits an offer in one of your listings
Trigger
Instant
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- Organization
  Required
- Workspace
  Required
Trigger
Polling
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- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It

New Organization
Triggers when you add a new organization.
Trigger
Polling
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- Organization
- Workspace
- Application
Trigger
Polling
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- 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

Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Trigger
Instant
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Multiple Buyers List Automation Event
Triggers when multiple buyers from your buyer list are selected.
Trigger
Instant
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- Name
  Required
- Email
- Phone
- Full Address
- Is a Flipper?
- Is a Landlord?
- Buys: Single Family Residence
- Buys: Multi Family Residence
- Buys: Condo
- Buys: Land
- Buys: Mobile Home
- Buys: Other
- Notes
- Is Buyer VIP?
- Max Purchase Price
- Min Purchase Price
- Max Renovation Budget
- Oldest Year Built
- Company Name
- Doesn't Buy: Septic
- Doesn't Buy: Multi Lane Road
- Doesn't Buy: Well Water
- Doesn't Buy: Commercial Adjacent
- Doesn't Buy: HOA
- Doesn't Buy: Pool
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

About InvestorBase

InvestorBase is a tool for real estate investors to find house flippers and landlords.

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Related categories

CRM (Customer Relationship Management)

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

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Project Management

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