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How to connect Instantly and Podio
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Podio will be your first step. To do this, click "Choose an app," find Instantly or Podio, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and Podio integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Podio
Instantly + Podio + Slack: When a campaign is completed in Instantly, its data is updated in Podio. A notification is then sent to a Slack channel informing the team about the completed campaign and its updated results in Podio.
Instantly + Podio + Google Sheets: Instantly campaign data is tracked in Podio. After an item is updated in Podio (representing campaign data), the updated performance metrics are logged into a Google Sheet for reporting purposes.
Instantly and Podio integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Podio
How can I connect my Instantly account to Podio using Latenode?
To connect your Instantly account to Podio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Podio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Podio leads from Instantly campaigns?
Yes, you can! Latenode’s visual editor makes it simple to sync lead data. Keep your Podio CRM updated in real-time, streamlining sales and marketing workflows.
What types of tasks can I perform by integrating Instantly with Podio?
Integrating Instantly with Podio allows you to perform various tasks, including:
- Automatically creating Podio items from new Instantly leads.
- Updating Podio contacts when Instantly campaigns are updated.
- Triggering Instantly campaign actions from Podio workspace changes.
- Adding new Instantly leads as contacts in a Podio workspace.
- Syncing custom field data between Instantly and Podio.
How do I handle Instantly campaign errors within Latenode workflows?
Latenode's error handling lets you set up alerts or trigger fallback actions, ensuring robust, automated Instantly campaign management.
Are there any limitations to the Instantly and Podio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Rate limits of the Instantly and Podio APIs still apply.
- Historical data migration might need a custom solution.
