Connect Podio and Yousign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item
New Workspace
New Activity
Item Updated
New View
Choose an Action
Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
Ready to use Podio and Yousign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Contact
Trigger when new Contact is Created.
Do thisActions
Action is the task that follows automatically within your Podio integrations.
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 Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Yousign (or vice versa).
Absolutely. You can customize how Podio data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between Podio and Yousign 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 Yousign. 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 Yousign
Yousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
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