Connect Podio and Apptivo CRM
Integrate Podio with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when New Item Created in Podio
List Cases from Apptivo CRM when New Item Created in Podio
List Leads from Apptivo CRM when New Item Created in Podio
List Customers from Apptivo CRM when New Item Created in Podio
List Contacts from Apptivo CRM when New Item Created in Podio
Popular Podio + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Podio
When this happens...
New Item Created
New Workspace Created
New Activity
Item Updated
New View Added
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when New Item Created in Podio
Use this flowList Cases from Apptivo CRM when New Item Created in Podio
Use this flowList Leads from Apptivo CRM when New Item Created in Podio
Use this flowList Customers from Apptivo CRM when New Item Created in Podio
Use this flowList Contacts from Apptivo CRM when New Item Created in Podio
Use this flowSearch Leads by Email ID in Apptivo CRM when New Item Created in Podio
Use this flowCreate Contact in Apptivo when New Item Created in Podio
Use this flowList Opportunities from Apptivo CRM when New Workspace Created in Podio
Use this flowList Cases from Apptivo CRM when New Workspace Created in Podio
Use this flowList Leads from Apptivo CRM when New Workspace Created in Podio
Use this flowSupported Triggers & Actions
Everything you can automate between Podio and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Item Created
Runs when a new item is added to your Podio app.
New Workspace Created
Runs when a new workspace is created in Podio.
New Activity
Runs when there is new activity in your stream.
Item Updated
Runs when an existing item in an app is updated and does not run for comments.
New View Added
Runs when a new view is added to your Podio app.
Do thisActions
Action is the task that follows automatically within your Podio integrations.
Create Status
Post a message to a workspace stream.
Create Item
Creates a new item in a Podio app.
Find Item
Find an item by title in an app.
Get all Files
Get all existing files.
Get all Tasks
Get all existing in a workspace
Create Task
Creates a new task in Podio.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn moreSimilar apps
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Podio and Apptivo CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Podio and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Podio triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Podio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Podio and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Podio and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
