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Podio + SetSchedule

Create items in Podio for new opportunities in SetSchedule

Effortlessly manage your new opportunities in SetSchedule by adding them as items in Podio with this seamless workflow. Once activated, each time a new opportunity arises in SetSchedule, an item will be created in Podio, helping you stay organized and easily track your progress. With this automation, you can save time and focus on turning those opportunities into successful business ventures.

Effortlessly manage your new opportunities in SetSchedule by adding them as items in Podio with this seamless workflow. Once activated, each time a new opportunity arises in SetSchedule, an item will be created in Podio, helping you stay organized and easily track your progress. With this automation, you can save time and focus on turning those opportunities into successful business ventures.

  1. When this happens...
    SetScheduleSetSchedule
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerInstant
  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?
  • SetSchedule triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
    • TypeRequired

    • Full NameRequired

    • Email

    • Phone

    • Address Line

    • CityRequired

    • StateRequired

    • Region

    • ZipRequired

    • LatitudeRequired

    • LongitudeRequired

    • Price

    • Notes

    • TemperatureRequired

    • Next Activity

    • Schedule To

    Action
    Write
    • Type

    • Full Name

    • Email

    • Phone

    • Address Line

    • City

    • State

    • Region

    • Zip

    • Price

    • Latitude

    • Longitude

    Action
    Search
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
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podio logo

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.
Learn moreHelp

Related categories

  • Project Management

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setschedule logo
setschedule logo

About SetSchedule

SetSchedule is a revolutionary real estate data platform that allows you to grow your business with leads and tools made for you.

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