How to connect LiveChat and Podio
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Podio will be your first step. To do this, click "Choose an app," find LiveChat or Podio, and select the appropriate trigger to start the scenario.

Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.

LiveChat
Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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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Podio

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 LiveChat 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 LiveChat 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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AI Anthropic Claude 3
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Podio
Trigger on Webhook
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LiveChat
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring LiveChat, 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 LiveChat and Podio integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Podio
LiveChat + Podio + Slack: When a chat is deactivated in LiveChat, a summary is created as a comment in Podio. If specific tags are present (e.g., 'urgent'), a message is sent to a dedicated Slack channel.
Podio + LiveChat + Gmail: A new item in Podio triggers a welcome message in LiveChat. Subsequently, a follow-up email is sent via Gmail to nurture the lead.
LiveChat and Podio integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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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See how Latenode works
FAQ LiveChat and Podio
How can I connect my LiveChat account to Podio using Latenode?
To connect your LiveChat account to Podio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and Podio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Podio items from new LiveChat transcripts?
Yes, you can! Latenode lets you automatically create Podio items from LiveChat transcripts. This streamlines lead capture and ensures every chat converts into a structured record, even using AI to enrich data.
What types of tasks can I perform by integrating LiveChat with Podio?
Integrating LiveChat with Podio allows you to perform various tasks, including:
- Creating new Podio leads from qualified LiveChat conversations.
- Updating existing Podio items based on LiveChat interactions.
- Triggering LiveChat messages when a Podio item status changes.
- Sending summary reports of LiveChat data to Podio workspaces.
- Automatically archiving chat transcripts to corresponding Podio projects.
HowsecureisLiveChatdatawhenintegratedwithPodioonLatenode?
Latenode employs advanced encryption and secure protocols to ensure the confidentiality and integrity of your LiveChat data during Podio integration, offering reliable protection.
Are there any limitations to the LiveChat and Podio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Real-time updates depend on the API rate limits of LiveChat and Podio.
- Large file attachments from LiveChat may impact workflow performance.