Podio + Sierra Interactive

Create new leads in Sierra Interactive from updated items in Podio

Maintain a smooth, efficient sales process with this seamless workflow. Whenever an item is updated in Podio, an immediate update is reflected in Sierra Interactive to keep your data timely and precise. Through this automation, your team can stay on top of changes and respond swiftly, giving your sales strategy a competitive edge.

When this happens...
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
TriggerScheduled
automatically do this!
Create Lead
Create a new lead in your Sierra account.
ActionWrite

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Supported triggers and actions

What does this mean?

- OrganizationRequired
- WorkspaceRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
New Organization
Triggers when you add a new org.
Trigger
Scheduled
Try It
- Organization
- Workspace
- Application
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Scheduled
Try It

- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write

- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SitesRequired
- AgentRequired
Trigger
Instant
Try It
- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write
- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
Try It
- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write

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 more Help

Related categories

Project Management

Similar apps

Teamwork

Project Management

Active Collab

Project Management

Basecamp 3

Project Management

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

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Podio + Sierra Interactive

Create new leads in Sierra Interactive from updated items in Podio

New Application

WorkspaceRequired

New Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

View

New Organization

New Activity

Organization

Workspace

Application

New View

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Create Status

OrganizationRequired

WorkspaceRequired

TextRequired

Update Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

Item to be updatedRequired

New Lead

SiteRequired

AgentRequired

Source Type

Type

SourceRequired

New Site Visit

SiteRequired

AgentRequired

New Schedule Showing Request

SiteRequired

AgentRequired

New Task

SitesRequired

AgentRequired

Apply Fully Automated Action Plan

Fully Automated Action PlanRequired

Note

Start Next Day if Applied After

Lead Id or Email or Phone NumberRequired

Create Lead

Lead First NameRequired

Lead Last NameRequired

PasswordRequired

Lead Type

Lead Status

EmailRequired

Email Status

Phone

Phone Status

Agent

Referral Fee

Send Registration Email

Lead Source Type

Note

Tags

Source

Site

City

Street Address

Zip

State

Home Anniversary

Birthday

Find Lead

Lead Id or Email or PhoneRequired

Stop Fully Automated Action Plan (Other Reason)

Fully Automated Action PlanRequired

Update Action Plan StatusRequired

Lead Id or Email or Phone NumberRequired