
When this happens...
New Item
New Workspace
New Activity
Item Updated
New View

Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when you add a new item, record or entry to an app (standard or custom).
Triggers when you add a new space.
Triggers whenever there is activity in your stream.
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
Triggers when a new view is added.
Triggers when a new Account is created.
Action is the task that follows automatically within your Podio integrations.
Add a status update to a workspace stream.
Create a new item, record or entry inside an app (standard or custom).
Find an item by title in an app.
Get all existing files.
Get all existing in a workspace
Creates a new task.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Podio and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Podio data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Podio and Pipeliner Cloud 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 Pipeliner Cloud. 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.
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 MoreNext generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn More