Create companies on Quote Roller for new items on Podio
When this happensStep 1: New Item
Then do thisStep 2: Create Company
If you want to be able to prepare those proposals efficiently, you'll need to have the latest information at your disposal at all times. Keep the data flowing from Podio to Quote Roller smoothly by using this integration between the two. Once you put it to work, every new item on Podio will automatically trigger the addition of a new company to Quote Roller, making sure your lists are populated for you from then on.
How It Works
- A new item is created on Podio
- Zapier automatically creates a company on Quote Roller
What You Need
- Podio account
- Quote Roller account