Integrate Podio with pipelinedeals
Appy Pie Connect allows you to automate multiple workflows between Podio and pipelinedeals
- No code
- No Credit Card
- Lightning Fast Setup
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
About pipelinedeals
PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
pipelinedeals IntegrationsBest ways to Integrate Podio + pipelinedeals
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When this happens...
Moved Deal
Then do this...
Create Sales Invoice
Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.How It Works- A new deal is added in your PipelineDeals
- Appy Pie Connect automatically creates a new sales invoice in Xero.
What You Need- PipelineDeals account
- Xero account
pipelinedeals + Google Sheets
Create new rows in Google Sheets for new PipelineDeals users Read More...When this happens...
New Person
Then do this...
Create Spreadsheet Row
Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.How This PipelineDeals-Google Sheets Works- A new person is added in your PipelineDeals
- Appy Pie Connect automatically creates a new row on Appy Pie Connect.
What You Need- PipelineDeals account
- Google Sheets account
pipelinedeals + MailChimp
Create new Mailchimp subscribers for new PipelineDeals customers Read More...When this happens...
New Person
Then do this...
Add/Update Subscriber
Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.How This PipelineDeals-Mailchimp Works- A new person, lead, or contact is created in your PipelineDeals
- Appy Pie Connect automatically adds a new subscriber to Mailchimp.
What You Need- PipelineDeals account
- Mailchimp account
pipelinedeals + Gmail
Create Draft from Gmail from list deal stages to pipeline deals Read More...When this happens...
list deal stages
Then do this...
Create Draft
pipelinedeals + Gmail
Send Email in Gmail when list deal stages is added to pipeline deals Read More...When this happens...
list deal stages
Then do this...
Send Email
When this happens...{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
Connect Podio + pipelinedeals in easier wayIt's easy to connect Podio + pipelinedeals without coding knowledge. Start creating your own business flow.
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Application UpdatedTriggers when the application is updated.
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Comment Deleted
Triggers when a comment is deleted.
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File Change
Triggers when an attachment on an item change.
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Item Deleted
Triggers when you delete an item.
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Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
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New Application
Triggers when a new Application is created.
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New Comment
Triggers when a new comment is created.
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New Organizations
Triggers when a new organization is created.
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New Task
Triggers when a new task is created.
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New View
Triggers when a new view is created.
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New Workspace
Triggers when a new workspace is created in the organization.
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Task Delete
Triggers when a task is deleted.
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Task Updated
Triggers when you update a task.
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Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
Triggers-
Create Status
Add a status update to a workspace stream.
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Create Task
Create a new task.
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Create a Item
Create a new item, record or entry inside an app (standard or custom).
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Update Item
Update Item.
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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How Podio & pipelinedeals Integrations Work
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Step 1: Choose Podio as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick pipelinedeals as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Podio to pipelinedeals.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
