Podio - Delivery

Podio and WebMerge work together pretty well.  Sometimes, you want to send merged data to Podio.  We've made that pretty easy, so check it out!

Set Up An Already Existing Integration

Podio_Delivery_-_Existing_Acct.gif

mceclip3.png To begin, select the template which you wish to send to Podio and select the Deliver tab

mceclip0.png

mceclip4.pngClick on the + New Delivery button

mceclip1.png

mceclip5.pngNext, click on CRM

mceclip6.pngThen select Podio

mceclip8.pngHere, you'll need to ensure the correct account is selected

mceclip7.png

mceclip9.pngNext, select the Item ID you wish to use

mceclip11.pngFinally, hit Save Delivery

 

To Set Up a New Integration

Podio_Delivery_-_Existing.gif

Setting up a new integration is pretty easy too.  Let's dive in!

mceclip12.png

mceclip3.png To begin, select the template which you wish to send to Podio and select the Deliver tab

mceclip4.pngClick on the + New Delivery button

mceclip13.png

mceclip5.pngNext, click on CRM

mceclip6.pngThen select Podio

mceclip14.png

You'll be directed to log into your Podio account.

mceclip15.png

mceclip16.pngInput the email associated with the Podio account you're attempting to connect

mceclip17.pngInput the password for the Podio account you're attempting to connect

mceclip10.pngSign In!

mceclip3.png

mceclip4.pngClick Save Delivery 

More Options!

Sometimes you need a bit more flexibility with your delivery options.  Don't worry, we've got you covered!

mceclip5.png

mceclip6.pngAlways send to Podio - use this when you have conditional logic built into your delivery and you want to ensure delivery no matter what.

mceclip7.pngUpdate item fields - pretty self-explanatory.  Use this to update item fields in your Podio account once the merge is complete.

mceclip8.pngDelay this delivery - also self-explanatory.  You can delay deliveries by up to 30 days.

mceclip9.pngIf an error occurs, send an email to:  WebMerge works pretty good most of the time.  Sometimes though, things happen.  To find out when merges don't go through as expected, fill this out.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk