Connect Docupilot and Podio integrations
Connect Docupilot and Podio with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docupilot and Podio to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Create document from selected template
Attaches a file to a given object.
Completes a task.
Creates a new comment.
Creates an app item.
Creates a new status.
Creates a new task.
Deletes an existing comment.
Deletes an app item.
Deletes an existing status.
Deletes an existing task.
Edits an existing comment.
Edits an existing status.
Edits an existing task.
Returns items matching the specified criteria.
Gets an app dropdown field and it's values.
Retrieves an app item with a given ID.
Retrieves a list of contacts.
Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.
Returns app items matching the searched text.
Updates an already existing app item.
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Build your Docupilot and Podio integrations.
Create custom Docupilot and Podio workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Attaches a file to a given object.
Completes a task.
Create document from selected template
Creates a new comment.
Creates a new status.
Creates a new task.
Creates an app item.
Deletes an existing comment.
Deletes an existing status.
Popular Docupilot and Podio workflows.
Looking to get more out of Docupilot and Podio? With Make you can visually integrate Docupilot and Podio into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Update Podio items and send email notifications with Microsoft Outlook
Automatically update Podio items and send email notifications via Microsoft Outlook. Streamline task management and communication with this integrated workflow.
TRY IT ->Create or update contact emails from Podio in ActiveCampaign
This template periodically checks for new contacts in Podio and uses their email addresses to create new contacts in ActiveCampaign. If the contact already exists in ActiveCampaign, its first and last name will get updated. The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
TRY IT ->Add new Typeform form submissions to Podio as new app items
Every time a new Typeform form is submitted, Make will automatically create a Podio app item (or update it if it already exists).
TRY IT ->Send Go4Clients SMS messages for new Podio Task
Every time a new task is created in Podio, Make will automatically send an SMS message via Go4Clients
TRY IT ->Generate Docupilot documents from Airtable records
This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this [airtable model](https://airtable.com/templates/entrepreneurship/expQrNqXl4bUBrb8B/fundraising-crm).
TRY IT ->Create Zoho Invoice contacts from Podio contacts
Every time a new Podio contact is created, Make will automatically create a new contact in Zoho Invoice.
TRY IT ->Create subscribers on Podio from Emercury subscribers
Make will automatically create new subscribers on Podio from Emercury subscribers.
TRY IT ->Create new subscriber in Emercury from new Podio contacts
Every time a new Podio contact is created, Make will automatically look the person up using Clearbit and create a new subscriber on Emercury.
TRY IT ->Create Docupilot product sheets for all Shopify items
Let Make create automatically a Product Sheet for every item in your Shopify store. This template requires to make a copy of this [example document](https://drive.google.com/file/d/1k7eYWN91FsW_xRcSikTsQr74OVJ2vw45/view?usp=sharing) and to upload it as a template on Docupilot.
TRY IT ->
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