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ArticlesRecent activity by Brenton
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...
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...
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: 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...
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: Create a Comment
Use Add Comment to add a comment to the current Podio Item. Start the flow by selecting the Trigger and add any Filters required. Add the Add Comment action. Type the comment template using the Tok...