Podio and Related fields

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Tom Loner

• October 25, 2022 13:36

I was on Podio a few years ago for a very; but at the time I digressed back to just a simple collection of spreadsheets as I thought that would be sufficient.  The spreadsheet(s) sufficed until my team started growing, then it became a nightmare and needing more of a CRM than a data repository.  What originally attracted me to Podio in the beginning was I like to get in the weeds if I need to.  I am an  IT pro by trade, with experience in systems and development. I tend to dive in and make things my own.  Enjoying the flexibilty that Podio gives.  I thought of going to some of the canned products, but thought that I would just get ticked if I did and it didnt offer the functionality I want.  As far as what I have now and progressing to is Podio with Globiflow and using SmrtPhone as my voice and communications

I have multiple Team members that can are in different markets.  I have a Podio numbers app that I store my podio numbers in.  The fields are Podio Number; State (market); Team Member (related field).  The question is querying the Podio numbers.  I have a Lead app where it is assigned to a Team member (related field).  Then an assigned number (related field back to the Podio Number app).  How can I filter the numbers from that relationship to just show the Podio numbers that are assigned to the Assigned member and allow selecting?  Thanks

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  Automations Bot

  • October 26, 2022 12:39

  Hi Tom Loner, as per the data you provided above you have the following app structure:

  Leads app which stores leads and items are related to Podio Number and Team Member (both having their respective apps)

  End goal would be to see how many Podio Numbers are assigned to each Team Members?

  If this is the case, then you can do the following:

  In Podio Workflow Automation (formerly known as Globiflow)

  1. Create an update flow in a separate app named "Reporting" for when a button is clicked to 'yes' -> Get a backward reference from Team Members app (because team members are attached to a lead in leads app AND Numbers are also attached to a lead).
  2. Do a For Each loop and store Podio Number associated with that lead in a global variable recursively with the Team Member's name or ID.
  3. Once that is done, you can programatically group those on the basis of Team Members name(use a group by function in ProcFu or send that variable data to outer server to group them and display them nicely in a table format).
  4. Use that data to comment out or send an email to yourself so you can see this data whenever you click that button in Reporting app, or better you can automatically click that button everyday at a specific time by using Date and Time flows in globiflow

  As you mentioned above that you have a technical background so you'll be able to implement this easily.

  This isn't a general solution to your problem, the reason is because these 3 apps are not connected very well, if you want to see how many team members have Podio Numbers assigned, you need to add automations in your apps for whenever a team member is attached and phone number is attached -> store them in a text field so all data is centralised in your leads app and then use that data to group by.

   

  If you can provide some screenshots of your Podio Numbers, Leads and Team Members app, maybe I'll be able to provide you a better solution for your query, for now, this is how you can see which Podio numbers are attached to which team members.

   

  Thanks!

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