Skip to content
Log inSign up

Connect InvestorBase and Podio to power AI-driven automation

  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
Choose a Trigger
Choose an Action
Get started free
Integrate for free
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate InvestorBase with Podio - no code necessary. See how you can get setup in minutes.

100%
Help
InvestorBase logo
InvestorBase
InvestorBase logo
InvestorBase
1. Choose trigger event
Podio logo
Podio
Podio logo
Podio
2. Choose action
InvestorBase logo
1. Select the event
Setup
Test
InvestorBase logo
InvestorBase
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Buyer Export Event" from InvestorBase.

Add your action

An action happens after the trigger—such as "Attach File" in Podio.

You’re connected!

Zapier seamlessly connects InvestorBase and Podio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • InvestorBase triggers, actions, and search
    New Buyer Export Event

    Triggers when you click "Send to Zapier" on a buyer.

    Trigger
    Instant
    Try It
  • InvestorBase triggers, actions, and search
    Send Offer Details Event

    Triggers when someone submits an offer in one of your listings

    Trigger
    Instant
    Try It
    • Organization
      Required
    • Workspace
      Required
    Trigger
    Polling
    Try It
    • Organization
      Required
    • Workspace
      Required
    • Application
      Required
    • View
    Trigger
    Polling
    Try It
  • InvestorBase triggers, actions, and search
    Buyers List Automation Event

    Triggers when "Send to Zapier" is clicked in the buyers page.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Email
    • Phone
    • Full Address
    • Is a Flipper?
    • Is a Landlord?
    • Buys: Single Family Residence
    • Buys: Multi Family Residence
    • Buys: Condo
    • Buys: Land
    • Buys: Mobile Home
    • Buys: Other
    • Notes
    • Is Buyer VIP?
    • Max Purchase Price
    • Min Purchase Price
    • Max Renovation Budget
    • Oldest Year Built
    • Company Name
    • Doesn't Buy: Septic
    • Doesn't Buy: Multi Lane Road
    • Doesn't Buy: Well Water
    • Doesn't Buy: Commercial Adjacent
    • Doesn't Buy: HOA
    • Doesn't Buy: Pool
    Action
    Write
    • Organization
      Required
    • Workspace
      Required
    • Application
      Required
    • Field
    • Action Type
      Required
    • Include Image Attachments
    Trigger
    Instant
    Try It
    • Organization
      Required
    • Workspace
      Required
    • Application
      Required
    • View
    Trigger
    Polling
    Try It

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect InvestorBase and Podio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Podio on the Zapier blog

Make work flow with AI

Level up your InvestorBase to Podio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
investorbase logo
investorbase logo
About InvestorBase
InvestorBase is a tool for real estate investors to find house flippers and landlords.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
podio logo
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 moreLearn moreHelpHelp
Related categories
Project Management
Similar apps
Teamwork integrationsTeamwork integrations
Teamwork
Project Management
ActiveCollab integrationsActiveCollab integrations
ActiveCollab
Project Management
Basecamp integrationsBasecamp integrations
Basecamp
Project Management

Connect InvestorBase to Podio on the world's largest no-code automation platform

Google Logo Sign up with Google