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Podio + Salesforce

Create new Podio items from updated Salesforce records

Manage your operational flow efficiently with this ready-to-use workflow. Whenever an update happens in your Salesforce records, it triggers the creation of a new item in your Podio app. It's a seamless and straightforward way to ensure your Salesforce modifications are reflected in Podio, delivering a streamlined and efficient organizational system. Optimize your task management, and let this automation bring you peace of mind and improved productivity.

Manage your operational flow efficiently with this ready-to-use workflow. Whenever an update happens in your Salesforce records, it triggers the creation of a new item in your Podio app. It's a seamless and straightforward way to ensure your Salesforce modifications are reflected in Podio, delivering a streamlined and efficient organizational system. Optimize your task management, and let this automation bring you peace of mind and improved productivity.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerScheduled
  2. automatically do this!
    PodioPodio
    Create Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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