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Plumsail Documents + Podio

Create personalized documents from new Podio items with Plumsail Documents

When a new item is created in Podio, generate personalized documents such as introductory letters, contracts, invoices, and more. For instance, you can create a customized document when a new lead or contact is added to Podio.

When a new item is created in Podio, generate personalized documents such as introductory letters, contracts, invoices, and more. For instance, you can create a customized document when a new lead or contact is added to Podio.

  1. When this happens...
    PodioPodio
    New Item

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

    TriggerScheduled
  2. automatically do this!
    Plumsail DocumentsPlumsail Documents
    Start Process

    Start the process and return generated document.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
  • Podio triggers, actions, and search

    New Organization

    Triggers when you add a new org.

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Scheduled
    Try It
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plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

  • Documents
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