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.
- When this happens...
New ItemTriggers when you add a new item, record or entry to an app (standard or custom).
- automatically do this!
Start ProcessStart the process and return generated document.
- Free forever for core features
- 14 day trial for premium features & apps
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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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.
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