No matter your job, it almost certainly involves some aspect of project management. And, in the digital age, you’re probably—hopefully!—using a project management tool like Podio to track tasks and projects and not pen and paper.
Podio has a lot of great features, from custom project structures to collaboration tools for working with others, that elevate it from the lowly notebook. But its real strength is that, unlike a physical planner or to-do list, you can connect Podio to all your other business-critical apps with Zapier. That means you can create automated workflows that eliminate some of the repetitive work associated with project management—like task creation.
Here are some of the most popular ways you can use Zapier and Podio to streamline your work.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Create items from form submissions
If you work in support or sales, a lot of your work is reactive. Someone reaches out, and you need to follow up. In many cases, that initial contact happens through an online form—whether it’s a “Get Help” form, a “Request a Demo” form, or something similar. But tracking form submissions can be challenging, especially when you need to respond quickly to a lot of responses or assign someone else to respond.
Instead of constantly watching your form inbox or spreadsheet for new submissions, you can use a Zap to automatically add form responses to Podio as new items. That way, you can focus on high-quality customer interactions, not managing your to-do list.
Get notified about new tasks in Podio
We’ve all been there—someone asks whether you’ve completed a task, and you have no idea what they’re talking about. If you’re working in a fast-paced, dynamic environment, keeping on top of your project management board or to-do list can sometimes feel like the most challenging part of your job.
With Zapier, you never have to worry about missing a new assignment again. You can use a Zap to get notifications for all new Podio tasks—whether you want to get those notifications by email, in a chat DM, or in a shared chat channel.
Turn sales calls and emails into tasks
For sales teams, staying on top of messages from prospects can be the difference between making a sale and marking an opportunity “Closed Lost.” There’s a lot of pressure to act on hot leads, whether they’re asking for a demo, a revised contract, or something else. But tracking all those follow-up tasks can feel almost impossible when you’re working with a high volume of leads.
Instead of manually tracking all your sales tasks, you can create a Zap that automatically converts sales calls or emails into Podio tasks so you can focus on closing the deal.
Create tasks from webhooks
Sometimes, to-do items come from the most unexpected places. Maybe you want to make sure you read all the new articles from your favorite industry blog. Or maybe you have unconventional lead sources that Zapier doesn’t directly connect to.
If you need more flexibility in your Podio workflows, you can use a Zap to create tasks based on new webhooks. Whether you need to create tasks from a new form response, an article, or something else, the webhook will grab the information and create a corresponding item in Podio.
Give yourself project management superpowers
Half the battle of good project management is just staying on top of all the new things you or your team need to do. With Zapier and Podio, you can lighten the load by automatically creating to-do list items—so you can spend more time completing tasks, not managing them.
