Integrate Salesflare with Podio

Send information between Salesflare and Podio automatically, without writing any code, using Zoho Flow.

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Set up tasks in Podio when new tasks are initiated in Salesflare

Facilitate better time management by automating routine task scheduling. This flow will create a new task in Podio when a new task is created in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in Podio.
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Set up tasks in Podio when new tasks are initiated in Salesflare

Salesflare + Podio

Build your own integrations between Salesflare and Podio

Connect Salesflare 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 Salesflare and Podio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

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 account

Creates a new account

Create call

Creates a new call

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Create meeting

Creates a new meeting

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch person

Fetches a person by ID, name, or email

Create Task

Creates a new task

Create Status

Creates a new status in the selected workspace

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

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.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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