No matter your job, it almost certainly involves some aspect of project management. And, in the digital age, you're probably—hopefully!—using a project management tool like Podio to track tasks and projects and not pen and paper.
Podio has a lot of great features, from custom project structures to collaboration tools for working with others, that elevate it from the lowly notebook. But its real strength is that, unlike a physical planner or to-do list, you can connect Podio to all your other business-critical apps with Zapier. That means you can create automated workflows that eliminate some of the repetitive work associated with project management—like task creation.
Here are some of the most popular ways you can use Zapier and Podio to streamline your work.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Create items from form submissions
If you work in support or sales, a lot of your work is reactive. Someone reaches out, and you need to follow up. In many cases, that initial contact happens through an online form—whether it's a "Get Help" form, a "Request a Demo" form, or something similar. But tracking form submissions can be challenging, especially when you need to respond quickly to a lot of responses or assign someone else to respond.
Instead of constantly watching your form inbox or spreadsheet for new submissions, you can use a Zap to automatically add form responses to Podio as new items. That way, you can focus on high-quality customer interactions, not managing your to-do list.
Need an easy way to create tasks from form submissions? This Gravity Forms Podio integration will automatically log form submission data as new items in Podio so your team won't have to constantly check Gravity Forms for new form entries.
Need an easy way to create tasks from form data? This JotForm Podio integration will automatically log JotForm submission data as new items in Podio so your team won't have to constantly check JotForm for new form entries.
Need a quick, easy way to capture items in your Podio apps? This Zap will add a new item to your app whenever there is a new submission to your Unbounce form. Once you set it up this time-saving Unbounce-Podio integration will trigger automatically for any new submissions your form receives.
Log data into Podio projects automatically with this Typeform to Podio automation. Once set up, when new entries are submitted in Typeform, Zapier will create a new item in Podio. Make sure your team has all of the data they need to complete their projects.
We've all been there—someone asks whether you've completed a task, and you have no idea what they're talking about. If you're working in a fast-paced, dynamic environment, keeping on top of your project management board or to-do list can sometimes feel like the most challenging part of your job.
With Zapier, you never have to worry about missing a new assignment again. You can use a Zap to get notifications for all new Podio tasks—whether you want to get those notifications by email, in a chat DM, or in a shared chat channel.
Keep track of new activity in Podio with this Podio to Slack Zapier Intgration. Once set up, you'll be notified in Slack every time a new item is added within your Podio account. You can choose to be notified privately via @slackbot, or in a designated Slack channel.
Automatically send email alerts for new Podio items. After you set up this Podio email integration, every time there is a new Podio item created, an outbound email will be sent.
You'll want to get notified for new actions by your users. This integration helps by automatically sending a channel message in Slack with the details of a new action by a user in Podio. You'll always know about user actions.
Keep your team up to date on ongoing projects with this Podio to Gmail automation. Set it up, and every time a new item is created in Podio, Zapier will send a new email via Gmail. Create a constant forward motion in your projects when your team has everything they need.
For sales teams, staying on top of messages from prospects can be the difference between making a sale and marking an opportunity "Closed Lost." There's a lot of pressure to act on hot leads, whether they're asking for a demo, a revised contract, or something else. But tracking all those follow-up tasks can feel almost impossible when you're working with a high volume of leads.
Instead of manually tracking all your sales tasks, you can create a Zap that automatically converts sales calls or emails into Podio tasks so you can focus on closing the deal.
Need your Podio workflow to keep up with all those calls on CallRail? We'll kick things off for each one automatically if you set up this CallRail Podio integration. It'll then watch for new received CallRail calls, creating a new item on Podio according to your specifications every time.
When you receive an inbound call, you often want to take same action as a result. Use this zap to create a new item in Podio when you receive a new call in CallTrackingMetrics.
Do you receive templated emails on a regular email that you have to copy and paste into Podio? This app will solve your problem by parsing data out of templated emails and allow you to automatically add them into Podio.
If you're having trouble navigating a busy inbox, let Zapier's Gmail-Podio integration give you focus. Set it up, and whenever a new email is received on Gmail, we'll create a task for it on Podio so you can be sure you've dealt with each one.
Sometimes, to-do items come from the most unexpected places. Maybe you want to make sure you read all the new articles from your favorite industry blog. Or maybe you have unconventional lead sources that Zapier doesn't directly connect to.
If you need more flexibility in your Podio workflows, you can use a Zap to create tasks based on new webhooks. Whether you need to create tasks from a new form response, an article, or something else, the webhook will grab the information and create a corresponding item in Podio.
Tired of manually moving information from your custom platform to Podio? Why not let Zapier's webhooks do all the heavy lifting? With this Zap, our webhooks will catch a new blog, a new lead, a new form response—whatever it is you need catching, the webhook will grab it and create a corresponding item in Podio.
Half the battle of good project management is just staying on top of all the new things you or your team need to do. With Zapier and Podio, you can lighten the load by automatically creating to-do list items—so you can spend more time completing tasks, not managing them.
