Podio + Gravity Forms + Salesforce Integrations

How to connect Podio + Gravity Forms + Salesforce

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Do even more with Podio + Gravity Forms + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Podio, Gravity Forms, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

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
Gravity Forms
Triggers when the specified form is submitted.
Instant
Trigger
Gravity Forms
Creates a new form entry.
Scheduled
Action
Gravity Forms
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Scheduled
Action
Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

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How Podio + Gravity Forms + Salesforce Integrations Work

Step 1: Authenticate Podio, Gravity Forms, and Salesforce.
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 + Gravity Forms + Salesforce

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 more