How to get started with Podio on Zapier

Podio and Zapier connect to automate your project management. You can trigger actions when new items are added and create new items or tasks in your apps.

Prerequisites

To use the Podio app on Zapier, you must have:

• A Podio account (free or paid plan).

Connect Podio to Zapier

To create an app connection to Podio on Zapier: 

• Go to the Apps page.
• Click + Add connection. 
• A new dialog box will appear. Search for and select Podio.
• Click Add connection.
• A new browser tab or window will open.
• Log into Podio to authenticate.
• Grant Zapier permission to access your account if prompted to.

Your Podio account is now successfully connected to Zapier.

About Podio's app

Triggers, searches, and actions

Triggers

• New Application (Polling) - Triggers when you add a new app.
• New Item (Polling) - Triggers when you add a new item, record or entry to an app (standard or custom).
• New Organization (Polling) - Triggers when you add a new organization.
• New Activity (Polling) - Triggers when there is activity in your stream.
• New View (Polling) - Triggers when a new view is added.
• New Action (Instant) - Triggers when an action happens inside an app which you choose.
• Item Updated (Polling) - Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
• New Workspace (Polling) - Triggers when you add a new space.
• New Task (Polling) - Triggers when you add a new task.

Searches

• Find Item - Find an item by title in an app.

Actions

• Create Item - Create a new item, record or entry inside an app (standard or custom).
• Create Task - Create a new task.
• Attach File - Upload a file to Podio and attach it to an item, task, comment, or status message.
• Create Status - Add a status update to a workspace stream.
• Update Item - Update an item, record or entry inside an app (standard or custom).

Limitations

• API rate limits of 1,000 API calls per hour (general limit) or 250 calls per hour for resource-intensive operations.

Templates

View all of Podio's templates.

Use cases

• 5 ways to automate Podio
• Automatically move leads from Carrot to Podio for better lead tracking

Additional Podio resources

• Zapier's Podio integration page
• Podio's Help Center
• Podio's API documentation