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Plaid + Podio Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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Highest Rated & Award Winning App Integration

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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
Connect Plaid + Podio in easier way

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

    Triggers
  • New Item

    Triggers when a new item 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
  • Create payment recipient

    Create a new payment recipient

  • 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 Plaid & Podio Integrations Work

  1. Step 1: Choose Plaid 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 Plaid to Podio.

    (2 minutes)

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