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Podio + Proposify

Create Proposify clients from new Podio contacts

Want to bring all your contacts created on Podio into Proposify? This integration makes it easy! Once active it will take any new contacts you've made in Podio and create clients in Proposify.

Want to bring all your contacts created on Podio into Proposify? This integration makes it easy! Once active it will take any new contacts you've made in Podio and create clients in Proposify.

  1. When this happens...
    PodioPodio
    New Item

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

    TriggerScheduled
  2. automatically do this!
    ProposifyProposify
    Create Client

    Creates a new client.

    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
  • Podio triggers, actions, and search

    New Organization

    Triggers when you add a new org.

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • Project Management

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About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.