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Discussions Enhancement Requests New Applications
G

Guillaume Couillard

started a topic about 7 years ago
In Progress

Podio . com integration request with Workato

 I would love for you guys to integrate to podio.com


just on top of my head but their's so much more that could be done


I would trigger Podio Workspaces-Projects-Milestones- to be created automatically as soon as someone buy a package in my Infusionsoft app

I would also trigger client email notification thru my Gapps account


Thx

Guillaume

Phuong Nguyen

said about 7 years ago

Hi Guillaume Couillard, thanks for creating the topic. Seems to me that you are making a request for a new application to be supported on Workato, so I have reallocated the topic. Just to clarify, you are requesting for podio.com with the following actions:

  • Create Workspace
  • Create Project
  • Create Milestone
The trigger that you have mentioned is one that can be picked up from an Infusionsoft app. Do you have any suggestions about the triggers that can be picked up from podio.com?


G

Guillaume Couillard

said about 7 years ago
Hi Phuong

Here's the goal:

Trigger form Infusion (Tag applied or specific product purchased) wich create in podio

1-Infusionsoft purchase or tag applied to the contact;

2-Workato find my Podio

A-Organisation and then;
B-Workspace and then;
C-My Podio "App" Let's say a project app in Podio's terms and then;
D- Workato does create a Podio "Item" (client Project template)

The main one is to be able to trigger an “Item” creation from an Infusion trigger
(see the podio structure below)
https://help.podio.com/hc/en-us/articles/201020278-The-Structure-of-Podio

 

Thx


Guillaume

G

Guillaume Couillard

said about 7 years ago
If you guys can create Podio

-Workspace;
-Apps;
-Items;

That would be awesome But the begining of the routing path start with a Podio "Organisation" in my mind

 

G

Guillaume Couillard

said about 7 years ago

 Wow; You guys are awesome ! :) thx so much for doing this


Kind Regards Guillaume

G

Guillaume Couillard

said about 7 years ago

 If Infusionsoft Users tasks could imported to Podio Thru the Podio structure (https://help.podio.com/hc/en-us/articles/201020278-The-Structure-of-Podio) mapping

1-Organisation

2-Workspace

3-App

4-Item (Infusionsoft users Tasks- Podio Users tasks)


That would be awesome


Guillaume



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The Podio St...
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G

Guillaume Couillard

said almost 7 years ago
Hi Phuong; 

 

Sorry I dropped the ball on about the triggers that can be picked up from podio.com


If it's not too late, Here,s my answer to that one;


But first: I forgot one very important PODIO Action if it can be added

Create a Podio task action


the triggers could me:

A Podio task got completed

A Podio item stage status got moved to an other stage (since you can create all kinds of stages for item that should cover lots of scenarios


Thx


Guillaume

Phuong Nguyen

said almost 7 years ago

Hi Guillaume. Thanks for sharing this with us.


I have raised the request for the Create Task action and the Updated (Completed) Task trigger.


For the case of using a change in item status as a trigger, we currently have the New/Updated Item trigger which should cover it. Have you tried using this trigger? Please let me know if it works for you :)


Cheers!


1 person likes this
G

Guillaume Couillard

said almost 7 years ago
Thx Much appreciated;

Yes I've played with it a little; So the New-Updated Item trigger will be great for Project starting trigger processes but for the progression and completion of a project and the ability to trigger off other action based on a stage being completed would also be useful or it could also be the end date of an item trigger  thx

 

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Phuong Nguyen

said almost 7 years ago

Would a trigger filter for the stage being Completed or for a certain end date work for your case?


1 person likes this
G

Guillaume Couillard

said almost 7 years ago
Yes, A Podio trigger filter for ( a Podio Item template "Category" and "Date" field --see screenshots attached--) ex stage being moved to (any stage) and an Item end date would be perfect.

thx Phuong


 

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