Connect Podio and Insurance Xdate to Build Intelligent Automations
Enable Integrations or automations with these events of Podio and Insurance Xdate
Enable Integrations or automations with these events of Podio and Insurance Xdate
Triggers
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
New Workspace
Triggers when you add a new space.
New Activity
Triggers whenever there is activity in your stream.
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
New View
Triggers when a new view is added.
Actions
Create Status
Add a status update to a workspace stream.
Create Item
Create a new item, record or entry inside an app (standard or custom).
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 a Task
Creates a new task.
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Frequently Asked Questions
To start, connect both your Podio and Insurance Xdate accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Insurance Xdate (or vice versa).
Absolutely. You can customize how Podio data is recorded in Insurance Xdate. This includes choosing which data fields go into which fields of Insurance Xdate, setting up custom formats, and filtering out unwanted information.
The data sync between Podio and Insurance Xdate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Podio and Insurance Xdate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 More
About Insurance Xdate
Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.
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