Podio + CallRail Integrations

How to connect Podio + CallRail

Zapier lets you send info between Podio and CallRail automatically—no code required.

When this happens...

Company Created

Triggers when a new Company is created.

automatically do this!

Create Item

Create a new item, record or entry inside an app (standard or custom).

Popular Podio + CallRail workflows

Our most popular Zap! arrow pointing down

Add completed CallRail calls as items on Podio
CallRail + Podio
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When this happens
Step 1: Phone Call Completed
Then do this
Step 2: Create Item
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Add completed CallRail calls as items on Podio
Add completed CallRail calls as items on Podio
CallRail + Podio
Add Podio items for new calls on CallRail
CallRail + Podio
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When this happens
Step 1: Phone Call Completed
Then do this
Step 2: Create Item
See Zap details Try it
Add Podio items for new calls on CallRail
Add Podio items for new calls on CallRail
CallRail + Podio
Create Podio tasks from new CallRail users
CallRail + Podio
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When this happens
Step 1: User Created
Then do this
Step 2: Create Task
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Create Podio tasks from new CallRail users
Create Podio tasks from new CallRail users
CallRail + Podio
Create Podio items from new phone calls completed in CallRail
CallRail + Podio
More details
When this happens
Step 1: Phone Call Completed
Then do this
Step 2: Create Item
See Zap details Try it
Create Podio items from new phone calls completed in CallRail
Create Podio items from new phone calls completed in CallRail
CallRail + Podio
Create Podio items from new phone calls started in CallRail
CallRail + Podio
More details
When this happens
Step 1: Phone Call Started
Then do this
Step 2: Create Item
See Zap details Try it
Create Podio items from new phone calls started in CallRail
Create Podio items from new phone calls started in CallRail
CallRail + Podio

Supported triggers and actions

What does this mean?

New Application
Triggers when you add a new app.
Trigger
Scheduled
New Action
Triggers instantly when an action happens inside an app which you choose.
Trigger
Instant
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
Trigger
Scheduled
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
Trigger
Scheduled
New Organization
Triggers when you add a new org.
Trigger
Scheduled

New Workspace
Triggers when you add a new space.
Trigger
Scheduled
New Activity
Triggers whenever there is activity in your stream.
Trigger
Scheduled

New Task
Triggers when you add a new task.
Trigger
Scheduled

Podio
Triggers when a new view is added.
Scheduled
Trigger
Podio
Create a new item, record or entry inside an app (standard or custom).
Scheduled
Action
Podio
Add a status update to a workspace stream.
Scheduled
Action
Podio
Create a new task.
Scheduled
Action
Podio
Update an item, record or entry inside an app (standard or custom).
Scheduled
Action
Podio
Find an item by title in an app.
Scheduled
Action
CallRail
Triggers when an inbound phone call is completed and includes post call fields (e.g. recording URL, duration, etc.).
Instant
Trigger
CallRail
Triggers when a phone call is marked as "Spam".
Instant
Trigger
CallRail
Triggers when an inbound phone call is started.
Instant
Trigger
CallRail
Triggers when a phone call is tagged.
Instant
Trigger
CallRail
Triggers when a new Company is created.
Instant
Trigger
CallRail
Triggers when a form is captured.
Instant
Trigger
CallRail
Triggers when a form capture is tagged.
Instant
Trigger
CallRail
Triggers when an outbound call finishes.
Instant
Trigger
CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
CallRail
Triggers when an SMS message is received.
Instant
Trigger
CallRail
Triggers when an SMS message is sent.
Instant
Trigger
CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
CallRail
Triggers when a User is created.
Instant
Trigger

How Podio + CallRail Integrations Work

Step 1: Authenticate Podio + CallRail.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Podio + CallRail

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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