Integrate Salesforce with Podio
Send information between Salesforce and Podio automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Podio each time a new task is created in Salesforce
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Podio every time a new task is added in Salesforce.
How it works
- The flow triggers when a new task is created in Salesforce.
- Zoho Flow creates a new task in Podio.
Create a new task in Podio each time a new task is created in Salesforce
Salesforce + Podio
Create a task in Podio each time a new order is made in Salesforce
Simplify order fulfilment tracking by automatically creating tasks for new orders. This flow will add a new task to Podio whenever a new order is placed in Salesforce.
How it works
- The flow triggers when a new order is created in Salesforce.
- Zoho Flow creates a new task in Podio.
Create a task in Podio each time a new order is made in Salesforce
Salesforce + Podio
Build your own integrations between Salesforce and Podio
Connect Salesforce and Podio with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Podio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Opportunity updated
Triggers when an opportunity is updated
Module entry added
Triggers when a new entry is added to the selected module
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Solution added
Triggers when a new solution is added
Lead updated
Triggers when a lead is updated
Update Item
Triggers when an existing item is updated
New Organization
Triggers when a new organization is created
New Item
Triggers when a new item is created
New Task
Triggers when a new task is created in the selected workspace
New Application
Triggers when a new app is created in the selected workspace
New Workspace
Triggers when a new workspace is created
All Actions - Actions are the automated tasks
Create case
Creates a new case
Create note
Creates a new note
Create campaign
Creates a new campaign
Create contact
Creates a new contact
Create opportunity
Creates a new opportunity
Create account
Creates a new account
Create solution
Creates a new solution
Create product
Creates a new product
Create lead
Creates a new lead
Create custom module entry
Creates a new entry in the selected module
Create task
Creates a new task
Create order
Creates a new order
Create event
Creates a new event
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update product
Updates the details of an existing product
Update campaign
Updates the details of an existing campaign
Update event
Updates the details of an existing event
Update case
Updates the details of an existing case
Update solution
Updates the details of an existing solution
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update order
Updates the details of an existing order
Update contact
Updates the details of an existing contact
Fetch group
Fetches the details of an existing group by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Create Task
Creates a new task
Create Status
Creates a new status in the selected workspace
What is Salesforce?
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What is Podio?
Podio is a teamwork platform that helps you manage projects and teams. You can create tasks, share files, customize calendars, and collaborate with social activity streams.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
