How to connect Podio + Proposify
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Popular Podio + Proposify workflows
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- New ApplicationTriggers when you add a new app.Trigger
- New ActionTriggers instantly when an action happens inside an app which you choose.Trigger
- New ItemTriggers when you add a new item, record or entry to an app (standard or custom).Trigger
- Item UpdatedTriggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.Trigger
- New OrganizationTriggers when you add a new org.Trigger
- New WorkspaceTriggers when you add a new space.Trigger
- New ActivityTriggers whenever there is activity in your stream.Trigger
- New TaskTriggers when you add a new task.Trigger
- 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
- Proposify
Triggers when a client has left a comment on the client view.
Instant
Trigger
- Proposify
Triggers when a user creates a new client.
Instant
Trigger
- Proposify
Triggers when a proposal is created.
Instant
Trigger
- Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is accepted by a client.
Instant
Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
How Podio + Proposify Integrations Work
- Step 1: Authenticate Podio and Proposify.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.
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