Can Gmail Emails Update Podio Items?

Comments

9 comments

  • Brandon Hall

    Ah that second step was the one I wasn't clear on. Thank you.

    Follow-up question - is this feasible for someone with 200 clients? I'd essentially need to create 200 filters for me, and then 200 filters for each of my employees.

    1
    Comment actions Permalink
  • Bill Carovano

    Hi Brandon

    If you have a "Clients" app, and an item for each client, the "Email to Item" functionality should be useful: https://help.podio.com/hc/en-us/articles/201290603-Email-to-item

     

    Regards,
    Bill

    0
    Comment actions Permalink
  • Brandon Hall

    I don't really understand how it will work to be honest. The Podio tutorials aren't great with Email to Item and Email to app.

    0
    Comment actions Permalink
  • Mehul Trivedi

    Just 2 steps... 


    1. As sown in above figure under your App click wrench icon & chose Email to App. It will create an forward address something like calorie-consumed.XXXX@xxx.podio.com
    2. Now open your Gmail  Create a Filter in Gmail for when you receive email from some particular email or with some particular Subject etc get it forwarded to calorie-consumed.XXXX@xxx.podio.com 

    0
    Comment actions Permalink
  • VIP Tech
    0
    Comment actions Permalink
  • Mehul Trivedi

    Creating 200 filters at Gmail should not be good idea. As a suggestion... you can ask your Clients to have Custom word or phrase in Subject of email & you may create the Gmail filter with that word or phrase in the email subject.

    0
    Comment actions Permalink
  • Brandon Hall

    When I "email to app" will Podio place the email in the right client's item?

    0
    Comment actions Permalink
  • Bill Carovano

    No, but you could set up Globiflow to look up the existing client and update that instead of creating a new item in the app (which would otherwise be the default behavior with email-to-app)

    0
    Comment actions Permalink
  • Brandon Hall

    How would I do that? I use Globiflow heavily but am not sure how to trigger globiflow to recognize an incoming email and post it to the correct client's account.

    0
    Comment actions Permalink

Please sign in to leave a comment.

Powered by Zendesk