Kelley Markoff
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Articles
Recent activity by Kelley Markoff-
Known limitations in Podio
Podio has the following limitations: Category fields: 200 categories per field Relationship fields: 250 items per field Contact field: When using the "add workspace" option, only 250 members can b...
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02.23.2023 Podio Experts: What Counts in Accounting!
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3.15.2023: Podio Experts: How to automate your client intake process and more! with Joel Ordesky
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Extension vouchers for Premium organizations
Organizations on the Premium plan have access to vouchers for some of our most popular Podio extensions. This offer is available to organizations who upgrade to our Premium tier on or after June 23...
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Workflow Automation: Send an Email
Use the Send Email Action brick to send an email to anyone. Note: This action can behave differently depending on your SMTP settings. See Email Message Sender & SMTP Servers for more information on...
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Member roles in workspaces
In Podio we have different types of admin roles and member roles in workspaces and in organizations. We have two types of admins: the workspace admin and the organization admin. We also have contr...
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Workflow Automation: Plans and Limits
Workflow Automation is included with Podio Premium Plans. Additional Users can be added from the main Account page in Workflow Automation. LIMITS: Hourly 999,999 actions and are reset at the begi...
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Podio Data and Retention Policy
We are committed to keeping our customers’ data secure and compliant. Podio's data retention and deletion policy are designed to help limit the exposure of our customer's sensitive data, keep our s...
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Workflow Automation: File Upload Trigger
During flow creation, you can have the flow trigger based on "File Upload Trigger" which will be triggered when a new file is uploaded to a Podio item. You'll now have tokens available,...
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Workflow Automation: Send SMS Text
In order to send an SMS Text inside your flows, you must have the following: Have complimentary SMS Credits available in your account, OR Have your own ClickSend account configured and enabled ...