Podio is a great tool to help your team manage everything from leads and customers to deals and billing. With Podio, you can easily keep your entire team organized and maximizing their sales efforts.

With Formstack Documents, you can automatically take the data that you’re organizing in Podio and populate various documents like contracts, invoices, proposals and more.  In this example, we’re going to show you how to automatically generate a quote from a deal in Podio and email it to our customer.

To get started, we’re going to set up our quote template using a Word document.  Inside the Word document, we’re going to add our normal quote information, then for the spots that we want to insert our customer/deal information, we’re going to use merge fields that look like: {$Name}, {$DealAmount}, etc.

Here’s what our quote template looks like:

Once we have our template finished, we need to upload it to Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and enter a name.  On the next step, pick Office Document as the document type and then select the file from your computer.


After you upload your template, you’re going to be taken to the Settings tab where you can modify various options like the type of file that we want to generate and the name of the file.  For this example, we’re going to generate a PDF and we’re going to include the name of the deal in the file name.

We’re also going to turn on the Field Map and Debug Mode so that we can see the data that’s coming over from Podio and match those fields with our merge fields.  More on this a little later.

mceclip1.png Next, we’re going to setup the email delivery so that the merged quote will automatically be sent over to our customer.  On the Deliver tab, go ahead and edit the default email delivery.  We’re going to use a merge field for the “To” address so that it is sent to our customer’s email address that comes over from Podio.  Feel free to edit any of the other information.


Once we have the delivery all set, we can integrate Podio into the merge process.  To begin, go the Merge Tab.  Scroll down to the bottom of the page and under the More Integrations section, select Podio.


From here, you'll want to select the Podio account you want to use, or input a new account.


Select an App or Resource from the dropdown menu.


Once the App or Resource is selected, map the relevant fields to the Podio data from which you wish to pull.  Available field mappings are scraped from the document template you uploaded.


In this example, our template included the Name and Email fields.

Select the Podio field to which you wish to map to the Name field in Formstack Documents.


We will now do the same for the Email field.


Under the More Options button, there are a few different things you can do to further your integration.


 If you click the Filter checkbox, you can add multiple filters in JSON format.


You can also select multiple fields to update in Podio once a document is generated, again using JSON.


Finally, you can set up an email delivery in the even of an error by selecting "If an error occurs, send an email to:" and inputting the desired email address.

Now that you have everything all set up, click on the Save Integration button in the lower right-hand corner.  The Webhook is created in the background automatically, so no further steps are required!

Once your Podio integration is complete, here's what you'll see:


From here you can edit or delete your integration.

Now that we're done setting up the integration, we'll run a test merge.

Here’s what our merged quote looked like:

Congrats, you’re all finished!  You can now automatically generate all types of documents from your Podio account.  Can you think of any other ways that you could use Formstack Documents to simplify your paperwork process?

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  • Is Webmerge allow multiple relationship like App A, related to App B, related to App C, and got info from app C fields ?
  • Hi Jean-Claude, Yes, you should be able to go 3 levels deep with the relationships. Please turn on Debug Mode (https://webmerge.zendesk.com/hc/en-us/articles/206526126-Debug-Mode) and you can explore all the data that's being sent over from Podio.
  • I'm struggling with this integration. Cant figure out where I've gone wrong. Can't get it to ask podio for data.
  • Hi Jakob, Please submit a support ticket and our team will help you figure out what is happening. Thanks!
  • Did you have to do anything special with the date field mapping since it is an array. On my project the date on the output document just says "array" I just want the date piece, not the time or end date. Thank you!

  • Hi Brian,

    If you turn on Debug Mode (https://webmerge.zendesk.com/hc/en-us/articles/206526126-Debug-Mode), you'll be able to see the subfields (and the merge fields) to use in your document for the date fields.

  • I'm having a problem getting images to work correctly. I tried to emulate this example but it's not working. {$row.screen_shot|image:1:png}

    In debug mode all I see is a URL request string with the auth ID and key.

  • Hi Aaron,

    It doesn't look like you've got an image placeholder in your template, so you'll need to use a merge tag like this instead: {$row.screen_shot|insert_image:400:300}

    If you need any more help, please create a support ticket and we'll help you from there!


  • Can we specify a filter on multiple fields? I have a requirement where I need to generate word document if 3 fields are matching to specific values.

  • Hi Bajarang,

    Yes, you can do that! In your Webhook URL, you can add more filters like:


  • 0
  • Hi Jeremy,

    Awesome !!!

    Thank you.

  • Hey Jeremy,
    Can you please explain how to use arrays?
    I am using the debug mode but not sure what is the syntax that I need to write into the field map. For instance, I have {$locatin} and it has few sub-fields, one of them is "address". How do I get the address sub-field?

  • Hi Elad,

    You'll want to use a "dot" to indicate a subfield like this: {$locatin.address}

    If you have debug mode turned on, you can click the name of the merge field in the View Data popup and it will show you the merge field to use :)


  • There is no ViewData button when on the overview tab of the document.

  • Hi Will,

    Please make sure you've turned on Debug Mode (https://support.webmerge.me/hc/en-us/articles/206526126-Debug-Mode) and that you've run a merge from Podio (so we can save the data).


  • Hello, I am having trouble pushing the merged document back into Podio. I would like to have it saved as a file in my app where I initiated the merge. Could you please point me in the right direction?

  • Use this script: https://www.webmerge.me/scripts/podio and make sure you check attach merged document in podio. This script will create a webhook that you can copy and paste into the developer side of your podio app. You can select for the hook to trigger on item create, item update, etc.

  • Brian, Thanks! I was able to get the document to merge into Podio, but I can't sort out what my field values are. I'm not seeing the View Data button on my overview page. Could you perhaps let me know how I can view what my webhook is providing so that I can update my Field Map inputs. Thanks so much!

  • Brain, Hey I was able to find it in the questions that people asked above, thanks for your time though! I believe I should be able to get it from here.


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