New user: Workflows - New item created?

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Steve Green

• March 11, 2016 03:33

Hi guys,

2nd posting on these forums, and hope someone can help me understand the workflow setups.

I've setup a workspace (Incoming Calls) to monitor a google voice account. At present the GV calls appear inside my app, as soon as they're received - excellent. What I'd like to do is to setup a workflow which will alert me either on my iPhone (I have the Podio App installed on that), or via email on my MacBook.

I'm "guessing" that when i setup my workflow, I'll need to use the "Incoming Call Created" option, rather than the "Incoming Calls Updated" option?

Next I've left the " . . and if" field empty.

In the "Then" field, I've created a Task 0 the task is setup as follows:

• Title - "Notify Me of incoming calls"
• Assign to: (Chose myself in the drop-down box)
• Due: Date of Call
• Details: New Incoming call
• Name your workflow: New incoming call

I save it and test by calling my Google Voice number - but it doesn't work. I can see the workflow in the right-hand pane & also at the bottom of the call in the app, but I'm not getting it through as an email to my MacBook?

Where am I going wrong?

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  Steve Green

  • March 12, 2016 23:04

  Anyone have any helpful comments please?

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  Rainer Grabowski

  • March 13, 2016 16:23
  • Edited

  Hi Steve,

  did you select the option: "Send E-Mail when new task" in your account settings?
  
  
  

  And test it without beeing in that item - if you have this item opened, Podio assumes you are in the item and doesn't notify you.. 

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  Michelle

  • March 14, 2016 01:00

  Hi Rainer,

  Not quote sure what happened here, but we were testing the workflow, and I logged out and back in again, and it's all working as it should.

  I did double check the setting you mention, and had all checkboxes checked - maybe that was the problem?

  Thanks anyway, appreciate your help.

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  Sara Høeg Højlund-Rasmussen

  • March 17, 2016 11:31

  Hey Steve,

  Is the new calls automatically created as an item in the app?

  If yes, all you need to do is to ensure you are following the app and your email notifications are set to "everything I follow" - so you get an email when a new item is posted: https://help.podio.com/hc/en-us/articles/201019968-Email-notifications

  Then you should be notified automatically when a new item is created.

  //Sara - Podio

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  Michelle

  • March 17, 2016 20:45

  Hi Sarah,

  Thanks for your reply, everything works after the logout - login scenario.

  Thanks anyway for your comments.

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  Thurmon Cohen

  • March 25, 2016 18:59

  Where did you get the app that alows you to monitor your google voice account? 

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  Michelle

  • March 29, 2016 03:16

  Hi Thurmon,

  You'll need to use "Email to App" which you'll find by clicking the spanner icon when you're inside any of your workspaces.

  There are a couple of useful tutorials on how to set this up on YouTube (maybe here too?)

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