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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New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItSend Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItOrganizationRequired
WorkspaceRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
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Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItNameRequired
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
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try It
