Integrate Customerly with Podio

Appy Pie Connect allows you to automate multiple workflows between Customerly and Podio

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About Podio

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.

Podio Integrations

Best Customerly and Podio Integrations

  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Create or Update Lead to Customerly from New Attachment in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Attachment
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Create or Update User to Customerly from New Attachment in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Attachment
     
    Then do this...
    Customerly  Integration Create or Update User
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Add User Tag in Customerly when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Attachment
     
    Then do this...
    Customerly  Integration Add User Tag
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Create or Update Lead to Customerly from New Labeled Email in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Labeled Email
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration Customerly  Integration

    Gmail + Customerly

    Create or Update User to Customerly from New Labeled Email in Gmail Read More...
    Close
    When this happens...
    Customerly  Integration New Labeled Email
     
    Then do this...
    Customerly  Integration Create or Update User
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Customerly + Podio in easier way

It's easy to connect Customerly + Podio without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Application Updated

    Triggers when the application is updated.

  • Comment Deleted

    Triggers when a comment is deleted.

  • File Change

    Triggers when an attachment on an item change.

  • Item Deleted

    Triggers when you delete an item.

  • Item Updated

    Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

  • New Application

    Triggers when a new Application is created.

  • New Comment

    Triggers when a new comment is created.

  • New Organizations

    Triggers when a new organization is created.

  • New Task

    Triggers when a new task is created.

  • New View

    Triggers when a new view is created.

  • New Workspace

    Triggers when a new workspace is created in the organization.

  • Task Delete

    Triggers when a task is deleted.

  • Task Updated

    Triggers when you update a task.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Status

    Add a status update to a workspace stream.

  • Create Task

    Create a new task.

  • Create a Item

    Create a new item, record or entry inside an app (standard or custom).

  • Update Item

    Update Item.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Customerly & Podio Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Podio as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to Podio.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.