Connect Podio and Perfex CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item Created
New Workspace Created
New Activity
Item Updated
New View Added
Choose an Action
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Ready to use Podio and Perfex CRM automations
Actions and Triggers
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.
New Contract
Triggers when a new contract is created
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.
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Frequently Asked Questions
To start, connect both your Podio and Perfex CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Perfex CRM (or vice versa).
Absolutely. You can customize how Podio data is recorded in Perfex CRM. This includes choosing which data fields go into which fields of Perfex CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Podio and Perfex CRM 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 Perfex CRM. 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 MoreAbout Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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