Integrating Podio with CloudTalk by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Podio and CloudTalk

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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.

About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

Integrations for CloudTalk
Connect Podio + CloudTalk in easier way

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

  • Triggers
  • 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.

  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • Actions
  • 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.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

How Podio & CloudTalk Integrations Work

  1. Step 1: Choose Podio as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick CloudTalk 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 Podio to CloudTalk.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:22 am
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