Podio integration
Use Podio in Zoft workflows, voice agents, chat agents and AI employees. Use Podio from Zoft voice agents, chat agents, workflows and AI employees.
- Sign in with OAuth
- 10 actions
- 6 triggers
- Starts with
New Task - ZoftAgent or workflow decides what happens next
- Then in PodioCreate Item
- AndCreate Task
Zoft + Podio
What Zoft can do with Podio.
- 01Voice agentsA phone agent can use Podio actions such as Create Item and Create Task during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Podio while it talks to the customer.
- 03WorkflowsStart a workflow when “New Task” happens in Podio, or use Podio as any step on the canvas.
- 04AI employeesAn AI employee can find and use Podio actions on its own, and ask for your approval before it sends or changes anything important.
Actions 10
Things Zoft can do in Podio.
- Find ItemRetrieve a single item by ID or field value.
- Find TaskRetrieve a task by ID for further updates.
- Attach FileUpload and attach a file to an item/task/comment.
- Create ItemCreate a new record in a Podio app with specified field values.
- Create TaskAdd a new task to an item or workspace with due dates, assignees, and attachments.
- Update ItemUpdate an existing record in a Podio app with specified field values. Only provided fields will be updated.
- Update TaskModify an existing task's details or status. Only specified fields will be updated.
- Create Status UpdateAdd a status to an item or workspace stream.
- Create CommentPost a comment on an item or task.
- Custom API CallMake a custom API call to a specific endpoint
Triggers 6
Events in Podio that can start a workflow.
- New AppFires when a new app is created in a workspace
- New ItemFires when a new item (record/entry) is created in an app
- New TaskFires when a new task is added to any workspace
- Item UpdatedFires when an existing item is updated (excluding comments)
- Member AddedFires when a new member is added to a workspace
- New StatusFires when a new status is created in a workspace stream
Setup
Connect Podio in three steps.
- 01ConnectChoose Podio in Connections and approve access in the Podio sign-in window. Zoft never sees your password.
- 02Put it to workAdd Podio as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Podio on Zoft, answered.
What can Zoft do with Podio?
Zoft supports 10 actions and 6 triggers for Podio. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Podio to Zoft?
Choose Podio in Connections and approve access in the Podio sign-in window. Zoft never sees your password.
Can a voice agent or chat agent use Podio?
Yes. Once Podio is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Podio without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.