InvestorLift + Podio

Create new Podio items for each new InvestorLift offer

Stay organized and efficient when managing investment deals with this InvestorLift and Podio integration. With this workflow, every time a new offer is created in the InvestorLift app, an item will be automatically created in your Podio app. This helps you keep all your investment offers and related data in one place, streamlining your deal management process.

Stay organized and efficient when managing investment deals with this InvestorLift and Podio integration. With this workflow, every time a new offer is created in the InvestorLift app, an item will be automatically created in your Podio app. This helps you keep all your investment offers and related data in one place, streamlining your deal management process.

  1. When this happens...
    InvestorLiftInvestorLift
    New Offer

    Triggers when there's a new Offer.

    TriggerInstant
  2. automatically do this!
    PodioPodio
    Create Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • InvestorLift triggers, actions, and search

    New Inquiry

    Triggers when there's a new Inquiry.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Loan Lead

    Triggers when there's a new Loan Lead (available only for Lenders).

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    Offer Accepted

    Triggers when Offer Accepted.

    Trigger
    Instant
    Try It
    • Street AddressRequired

    • CityRequired

    • CountyRequired

    • StateRequired

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Countertops

    • Appliances

    • Kitchen

    • Bathrooms Condition

    • Yard

    • Exterior

    • Priority

    • Timeframe

    • Feel

    • Asking Price

    • Bathrooms

    • Half Bathrooms

    • Bedrooms

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Phone NumberRequired

    • Contact Me

    • Message

    • Zestimate

    • Unit

    • Year Built

    • Lot Size

    • Square Footage

    • UTM Source

    • UTM Medium

    • UTM Campaign

    • UTM Term

    • UTM Content

    • Note

    • Google Click ID

    • Microsoft Click ID

    Action
    Write
investorlift logo
investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.
Learn more

Related categories

  • Sales & CRM
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 moreHelp

Related categories

  • Project Management

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