Brenton

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  • Workflow Automation: Getting Started with Workflow Automation

    Workflow Automation was created to work alongside Podio to automate common tasks, create visuals of reports and even police your data. Creating Tasks, PDF reports, Emails and SMS messages are just ...

  • Workflow Automation: Attach Files

    Use Attach File(s) to attach a file or files from previously collected Items. Files with Workflow Automation cannot be pushed, they can only be pulled. That means that the destination item does the...

  • One Time Payment

    Sometimes, you might have issues with your credit card and your auto debits might fail. In such case, you may want to use another card for a one time payment until the issue with your saved card ge...

  • Real Estate Investment App Pack

    This article provides information and setup instructions for the Real Estate Investment App Pack published on the Podio App market. The App Pack includes 9 apps and more than 50 Podio Workflow Auto...

  • Workflow Automation: Email Messages & SMTP Servers

    USING THE WORKFLOW AUTOMATION SERVER When using the Workflow Automation server, ALL emails come from a @automation.podio email address.This can be changed by assigning an SMTP Server as shown below...

  • Automate.io and Podio

    Using Automate.io, you can do so much more with Podio by connecting it to the other apps you use like Gmail, Google Sheets,  Facebook Lead Ads, Hubspot, Salesforce, Slack, Trello and many more. Thi...

  • Workflow Automation: Wait Delay

    Use the Wait(Delay) to pause the flow for 30 seconds. This is useful when searching for items or to ensure the flow has completed before triggering another. For example, in the article for Attach ...

  • Workflow Automation: Trigger an SMS Text Reply

    Step One: Configure ClickSend Inbound Rule Note: This step is only necessary one time during the initial integration setup of your own ClickSend account. If you are only using Workflow Automations ...

  • Workflow Automation: Create New ShareFile Folder

    You can create a new ShareFile folder directly in your flows using the Create ShareFile Folder action. This is useful if the new folder you need has a dynamic name or requires the use of field toke...

  • Workflow Automation: Remote HTTP Call

    Use the Remote HTTP Call action to send data to a remote script via GET, PUT, PATCH, DELETE or POST and capture the result. This allows you to use accessible external scripts to further extend your...