Podio

The Podio modules allow you to watch, create, update, retrieve, comments, contacts, items, organizations, files, applications, status, and tasks in your Podio account.

Getting Started with Podio

Prerequisites

  • A Podio account

In order to use Podio with Make, it is necessary to have a Podio account. If you do not have one, you can create a Podio account at podio.com/signup.

Connecting Podio to Make

1. Go to Make and open the Podio module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection and click Continue.

3. Confirm the access by clicking the Grant Access.

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The connection has been established.

Triggers

Watch Apps

Triggers when a new application is created.

Connection

Establish a connection to your Podio account.

Organization ID

Select the Organization ID whose applications you want to watch.

Workspace

Select the workspace whose applications you want to watch.

Limit

Set the number of returned apps Make will return during one execution cycle.

Watch Comments

Triggers when a new comment is created.

Connection

Establish a connection to your Podio account.

Object

Select the object whose comments you want to watch:

  • App item

  • Task

  • Status

ID

Select the App Item ID / Task ID / Status ID whose comments you want to watch.

Limit

Set the number of returned apps Make will return during one execution cycle.

Watch Contacts

Triggers when a new contact is created.

Connection

Establish a connection to your Podio account.

Limit

Set the number of returned contacts Make will return during one execution cycle.

Watch Files

Triggers when a new file is added.

Connection

Establish a connection to your Podio account.

Watch

Select the option to watch the files:

  • All files

  • App

  • Workspace

Limit

Set the number of returned files Make will return during one execution cycle.

Attached to

Select the option whose attached files you want to watch:

  • Item

  • Status

  • Task

  • Workspaces

Watch Items

Triggers when a new item is created or an existing item updated.

Connection

Establish a connection to your Podio account.

Organization ID

Select the Organization ID whose applications you want to watch.

Workspace

Select the workspace whose applications you want to watch.

Application

Select the application whose items you want to watch:

  • Campaigns

  • Emails

  • Expenses

  • Inspiration

  • Leads & Clients

  • Meetings

  • Projects

Watch

Select the option to watch the items:

  • Only new items

  • New items and all changes

Limit

Set the number of returned items Make will return during one execution cycle.

Watch Notifications

Triggers when a new notification is created.

Connection

Establish a connection to your Podio account.

Limit

Set the number of returned notifications Make will return during one execution cycle.

Watch Organizations

Triggers when a new organization is created.

Connection

Establish a connection to your Podio account.

Limit

Set the number of returned organizations Make will return during one execution cycle.

Watch Tasks

Triggers when a new task is created.

Connection

Establish a connection to your Podio account.

Organization ID

Select the Organization ID whose workspace tasks you want to watch.

Workspace

Select the workspace whose tasks you want to watch.

Limit

Set the number of returned tasks Make will return during one execution cycle.

Watch Views

Triggers when a new view is created.

Connection

Establish a connection to your Podio account.

Limit

Set the number of returned views Make will return during one execution cycle.

Watch Workspaces

Triggers when a new workspace is created.

Connection

Establish a connection to your Podio account.

Organization ID

Select the Organization ID whose workspaces you want to watch.

Limit

Set the number of returned workspaces Make will return during one execution cycle.

Watch Events

Triggers as soon as a new event occurs.

Note

You do not have to add the webhooks in the Podio as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Podio account.

Watched Object

Select the object whose events you want to watch.

Organization ID

Select the Organization ID whose events you want to watch.

Workspace

Select the workspace of the organization whose events you want to watch.

Application

Select the applications whose events you want to watch.

Event Type

Select the event type:

  • item:create

  • item:update

  • item:delete

  • comment:create

  • comment:delete

  • file:change

  • app:update

  • app:delete

  • form:create

  • form:update

  • form:delete

Limit

Set the number of returned events Make will return during one execution cycle.

Actions

Create an App Item

Creates an app item.

Connection

Establish a connection to your Podio account.

Organization

Select the Organization ID for whose applications you want to create an application.

Workspace

Select the workspace to which you want to create an application.

Application

Select the application type you want to create and the option auto-populates the related fields to fill:

  • Campaigns

  • Emails

  • Expenses

  • Inspiration

  • Leads & Clients

  • Meetings

  • Projects

Update an App Item

Updates an already existing app item.

Connection

Establish a connection to your Podio account.

Organization

Select the Organization ID for whose applications you want to create an application.

Workspace

Select the workspace to which you want to create an application.

Application

Select the application type you want to create and the option auto-populates the related fields to fill:

  • Campaigns

  • Emails

  • Expenses

  • Inspiration

  • Leads & Clients

  • Meetings

  • Projects

Item ID

Enter the Application's Item ID you want to update.

Delete an App Item

Deletes an app item.

Connection

Establish a connection to your Podio account.

Item ID

Enter the application's Item ID you want to delete.

Search for App Items

Returns app items matching the searched text.

Connection

Establish a connection to your Podio account.

Organization

Select the Organization ID whose application items you are searching for.

Workspace

Select the workspace whose application items you are searching for.

Searched Text

Enter the text or phrase to search item based on the specified text.

Continue the execution of the route even if the module returns no results

Select the checkbox to execute the scenario even if there are no results.

Maximum number of returned items

Set the number of returned items Make will return during one execution cycle.

Filter App Items

Return items matching the specified criteria.

Connection

Establish a connection to your Podio account.

Organization

Select the Organization ID whose application items you are searching for.

Get App Item

Retrieves an app item with a given ID.

Connection

Establish a connection to your Podio account.

Organization

Select the Organization ID for whose application items details you want to retrieve.

Workspace

Select the workspace whose application items details you want to retrieve.

Application

Select the application type:

  • Campaigns

  • Emails

  • Expenses

  • Inspiration

  • Leads & Clients

  • Meetings

  • Projects

Item ID

Enter the Application's Item ID whose details you want to retrieve.

Create a Task

Creates a new task.

Connection

Establish a connection to your Podio account.

Task Name

Enter a name for the task.

Description of the Task

Enter the details of the task.

Due Date

Enter a date by when the task must be complete.

ID of the user who is assigned to the task

Enter the User ID to whom you want to assign the task.

Edit a Task

Edits an existing task.

Connection

Establish a connection to your Podio account.

Task ID

Enter the Task ID whose details you want to update.

Task Name

Enter a name for the task.

Description of the Task

Enter the details of the task.

Due Date

Enter a date by when the task must be complete.

ID of the user who is assigned to the task

Enter the User ID to whom you want to assign the task.

Complete a Task

Completes a task.

Connection

Establish a connection to your Podio account.

Task ID

Enter the Task ID which you want to mark as complete.

Delete a Task

Deletes an existing task.

Connection

Establish a connection to your Podio account.

Task ID

Enter the Task ID you want to delete.

Create a Comment

Creates a new comment.

Connection

Establish a connection to your Podio account.

Object

Select the object for which you want to create a comment:

  • App item

  • Task

  • Status

ID

Select the App Item ID/ Task ID / Status ID to which you want to add a comment.

Comment

Enter the comment text.

Edit a Comment

Edits an existing comment.

Connection

Establish a connection to your Podio account.

Comment ID

Enter the Comment ID which you want to edit.

Comment

Enter the new comment text.

Delete a Comment

Deletes an existing comment.

Connection

Establish a connection to your Podio account.

Comment ID

Enter the Comment ID you want to delete.

Create a Status

Creates a new status.

Connection

Establish a connection to your Podio account.

Enter a Workspace

Select the option to choose the workspace:

  • Enter your ID Manually

  • Select

Organization ID

Select the Organization ID for which you want to create a status.

Workspace

Select the workspace for which you want to create a status.

Text

Enter the status text.

Edit a Status

Edits an existing status.

Connection

Establish a connection to your Podio account.

Status ID

Enter the Status ID you want to edit.

Text

Enter the status text.

Delete a Status

Deletes an existing status.

Connection

Establish a connection to your Podio account.

Status ID

Enter the Status ID you want to delete.

Attach a File

Attaches a file to a given object.

Connection

Establish a connection to your Podio account.

Object

Select the object type to which you want to attach the file.

Object ID

Enter the Object ID.

File Name

Enter the file name. For example, sample.doc

Data

Enter the file data to the field or map the source of the file.

Get App Field

Gets an app dropdown field and its values.

Connection

Establish a connection to your Podio account.

Organization

Select the Organization ID whose application items you are searching for.

Workspace

Select the workspace whose application field details you want to retrieve.

Application

Select the application whose field details you want to retrieve.

Field

Select the field whose details you want to retrieve.

Get Contacts

Retrieves a list of contacts.

Connection

Establish a connection to your Podio account.

Limit

Set the number of returned contacts Make will return during one execution cycle.

Make an API Call

Makes a raw API call. The module allows you to make an arbitrary call using the existing connection.

Connection

Establish a connection to your Podio account.

URL

Enter a path relative to https://api.podio.com/. For example: /contact

For the list of available endpoints, refer to the Podio API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Get Task

The following API call returns the specified task details from your Podio account:

URL:/task/{{task_id}}

Method:GET

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Matches of the search can be found in the module's Output under Bundle > Body > Response. In our example, task details were returned:

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To convert the response details into standard JSON format, please map the response to the Parse JSON module.

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