Popular Podio + Proposify workflows

Our most popular Zap!

• Create Proposify clients from Podio activity

  

  by Zapier

  Zapier

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  • 

  Podio, Proposify

  Podio + Proposify

  More details

  1. 

     When this happens

     Step 1: New Activity

  2. 

     Then do this

     Step 2: Create Client

  See Zap detailsTry it

  Create Proposify clients from Podio activity

  

  by Zapier

  Zapier

  Create Proposify clients from Podio activity

  Try it

  • 
  • 

  Podio, Proposify

  Podio + Proposify

• Create Proposify clients from new Podio contacts

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  Podio, Proposify

  Podio + Proposify

  More details

  1. 

     When this happens

     Step 1: New Item

  2. 

     Then do this

     Step 2: Create Client

  See Zap detailsTry it

  Create Proposify clients from new Podio contacts

  

  by Zapier

  Zapier

  Create Proposify clients from new Podio contacts

  Try it

  • 
  • 

  Podio, Proposify

  Podio + Proposify

• 

  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