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How to connect Contacts+ and Podio
Create a New Scenario to Connect Contacts+ and Podio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Podio will be your first step. To do this, click "Choose an app," find Contacts+ or Podio, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Podio Node
Next, click the plus (+) icon on the Contacts+ node, select Podio from the list of available apps, and choose the action you need from the list of nodes within Podio.
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Authenticate Podio
Now, click the Podio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Podio settings. Authentication allows you to use Podio through Latenode.
Configure the Contacts+ and Podio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Contacts+ and Podio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, Podio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Contacts+ and Podio integration works as expected. Depending on your setup, data should flow between Contacts+ and Podio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Contacts+ and Podio
Contacts+ + Podio + Slack: When a new contact is created in Contacts+, an item is created in Podio to track the contact. A notification is then sent to a Slack channel to alert the sales team about the new contact.
Podio + Contacts+ + Google Sheets: When an item in Podio is updated (reaching a milestone), the contact information associated with that item is updated in Contacts+. A new row is then added to a Google Sheet to record the milestone event.
Contacts+ and Podio integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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About Podio
Sync Podio project data to other apps, automate task creation based on triggers, or generate reports using Latenode’s visual builder. Bypass Podio's limitations with custom JavaScript functions, AI integrations, and flexible data transformations. Automate your workflows without complex code and scale efficiently with Latenode.
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FAQ Contacts+ and Podio
How can I connect my Contacts+ account to Podio using Latenode?
To connect your Contacts+ account to Podio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Podio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Contacts+ contacts to Podio automatically?
Yes, you can! Latenode automates contact syncing, keeping Podio updated in real time. Enjoy centralized contact management and reduced manual entry.
What types of tasks can I perform by integrating Contacts+ with Podio?
Integrating Contacts+ with Podio allows you to perform various tasks, including:
- Create new Podio items from updated Contacts+ contacts.
- Enrich Contacts+ data using Podio workspace information.
- Automatically update contact details in Podio from Contacts+.
- Trigger follow-up tasks in Podio based on Contacts+ events.
- Consolidate communication logs from both platforms into one view.
How does Latenode handle duplicate contacts from Contacts+?
Latenode offers advanced logic, including JavaScript code and AI, to identify and merge duplicate contacts, ensuring data integrity between apps.
Are there any limitations to the Contacts+ and Podio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration may require manual configuration.
- Complex custom field mappings might need JavaScript code.
- API rate limits of Contacts+ and Podio apply.
