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
Why Zapier?
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Triggers instantly when an action happens inside an app which you choose.
Update an item, record or entry inside an app (standard or custom).
Triggers when you add a new task.
Create a new item, record or entry inside an app (standard or custom).
Triggers when you add a new item, record or entry to an app (standard or custom).
Creates a new note on a proposal
Triggers on a new category
Create a company that can be used for proposals
Triggers on a new product
Creates a contact
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