Automatic email replies
Me and my wife have been using podio for a long time and have made and customized many apps for our business. My wife recently started using a program called honeybook because when I new customer fills out the web form it sends automatic email response back and keeps all email communication on that clients record. Also has docusign like ability for our contracts. How can I achieve these two features in Pdio?
Hi Joe - yeah that is all able to be done by using a tool like Globimail (www.globimail.com) to track the emails against the contacts, GlobiFlow (now Citrix Podio Workflow Automation) to control the processes and you can integrate DocuSign via the API. Docusign can be quite expensive if using the API so you can also use tools like RightSignature and esignatures.io
If you're needing help you can find a Podio Partner by contacting Citrix support. There are many (like us) who can assist if needed).
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