Bill Carovano
Podio Enthusiast, Founder of Digiflow Software Solutions and former Citrix/Podio employee
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Activity overview
Latest activity by Bill Carovano-
Bill Carovano commented,
Understood, yes it does get a bit involved to update your calcs elsewhere. Your suggestion is not unreasonable, but FWIW I'd say that Podio is unlikely to have a concept of "draft" items that are a...
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Bill Carovano commented,
Barbara Lerici - do you have a category field in the App called "Status" that includes a "Draft" option? If not, you could potentially address your requirement by creating this field and then apply...
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Bill Carovano commented,
Roy Johnson - yes, this is one of the (many) things that Podio Workflow Automation (formerly known as Globiflow) can do. PWA is included in the Podio Premium plan.
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Bill Carovano commented,
I've used MomentumTools for a number of systems I've built and maintained for my clients, and it has worked well. I don't have any experience with other backup tools to share.
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Bill Carovano commented,
Those are webhook flows, which are used to integrate with Twilio, smrtPhone, Slybroadcast, and CallRail. The documentation for the REI Pack describes how these flows are used: https://help.podio.c...
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Bill Carovano commented,
In addition to the Zapier option, I've built integrations with XenCall that embed a Podio webform or MomentumTools webform into the XenCall interface.
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Bill Carovano commented,
You'll likely want to build a Podio app (maybe more than 1) to get the data into the reporting format you want. Podio Workflow Automation can help you populate the data in the app in the way you w...
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Bill Carovano commented,
Yes, this is doable with a service such as Zapier, or you could use the remote HTTP services action within Podio Workflow Automation to call the Google APIs directly. https://workflow-automation....
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Bill Carovano commented,
You can to this link, which is referenced on the Podio login page: https://podio.com/user/recover
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Bill Carovano commented,
Susan Warren - your solution sounds like a good one generally, using a calculation field that is set to 1 or 0 and then can be used for views. You should be able to set a variable to @all of [relat...