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Create a New Scenario to Connect Podio and Apollo
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 Podio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Podio or Apollo will be your first step. To do this, click "Choose an app," find Podio or Apollo, and select the appropriate trigger to start the scenario.
Add the Podio Node
Select the Podio node from the app selection panel on the right.
Podio
Add the Apollo Node
Next, click the plus (+) icon on the Podio node, select Apollo from the list of available apps, and choose the action you need from the list of nodes within Apollo.
Podio
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Apollo
Authenticate Apollo
Now, click the Apollo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Apollo settings. Authentication allows you to use Apollo through Latenode.
Configure the Podio and Apollo 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 Podio and Apollo Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Apollo
Trigger on Webhook
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Podio
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Podio, Apollo, 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 Podio and Apollo integration works as expected. Depending on your setup, data should flow between Podio and Apollo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Podio + Apollo + Slack: When a new lead is created in Podio, it's added as a contact in Apollo. A notification is then sent to a designated Slack channel to alert the sales team about the new lead.
Apollo + Google Sheets + Podio: Track Apollo outreach metrics in Google Sheets by adding a new row. If analysis in Google Sheets updates a row indicating a specific lead status change, update the corresponding item's status in Podio.
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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About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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How can I connect my Podio account to Apollo using Latenode?
To connect your Podio account to Apollo on Latenode, follow these steps:
Can I automatically update Podio with new Apollo leads?
Yes, you can! Latenode’s visual editor makes it easy to sync new Apollo leads to Podio, automating data entry & improving team collaboration.
What types of tasks can I perform by integrating Podio with Apollo?
Integrating Podio with Apollo allows you to perform various tasks, including:
What Podio data can Latenode access and use in automations?
Latenode can access and use data from Podio items, fields, workspaces, and apps, enabling dynamic automation workflows.
Are there any limitations to the Podio and Apollo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: