Question

Can I make a Zap across several workspaces/apps on Podio?

  • 28 March 2024
  • 1 reply
  • 9 views

I have workspace “A” and workspace “B” in my podio account. 

In “A” i have app “a” and “b”, and in workspace “B” i have app “c”. 


New items in app “b” is being made via a webform and will always be linked to an item in app “a”. 

 

Can i make it so when item in app “a” is updated, it will take all referenced items in app “b” and via the emailadress on the item, check if the person is already existing in app “c”. 

if yes → update that item/leave a comment (with some information from app “b”). 

If no → Create item in app “c” (with information from app “b”). 

Hope it makes some what sense… 

 

My trouble is to get it to link/find items across 2 workspaces/3 apps in podio, and to search for pre-existing items in app “c” by email adress.. 


Looking forward to see if any of you can help.. :-) 

(have tried attaching a picture of the desired flow) 

 


1 reply

Userlevel 7
Badge +14

Hi @Matchrace 

Review the available Podio Zap triggers/actions and help articles:

https://zapier.com/apps/podio/integrations#triggers-and-actions

https://zapier.com/apps/podio/help

 

Post screenshots with how your Zap steps are outlined and configured to give us more context.

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