Podio + Proposify Integrations

How to connect Podio + Proposify

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

When this happens...

Item Updated

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

automatically do this!

Create Client

Creates a new client.

Popular Podio + Proposify workflows

Our most popular Zap! arrow pointing down

Create Proposify clients from Podio activity
Podio + Proposify
More details
When this happens
Step 1: New Activity
Then do this
Step 2: Create Client
See Zap details Try it
Create Proposify clients from Podio activity
Create Proposify clients from Podio activity
Podio + Proposify
Create Proposify clients from new Podio contacts
Podio + Proposify
More details
When this happens
Step 1: New Item
Then do this
Step 2: Create Client
See Zap details Try it
Create Proposify clients from new Podio contacts
Create Proposify clients from new Podio contacts
Podio + Proposify

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
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 + 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.

Connect apps

Connect Podio + Proposify

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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