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How to connect Podio and JustCall
Create a New Scenario to Connect Podio and JustCall
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 JustCall will be your first step. To do this, click "Choose an app," find Podio or JustCall, 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.
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Add the JustCall Node
Next, click the plus (+) icon on the Podio node, select JustCall from the list of available apps, and choose the action you need from the list of nodes within JustCall.
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Authenticate JustCall
Now, click the JustCall node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your JustCall settings. Authentication allows you to use JustCall through Latenode.
Configure the Podio and JustCall 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 JustCall 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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Podio
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Webhook response
Save and Activate the Scenario
After configuring Podio, JustCall, 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 JustCall integration works as expected. Depending on your setup, data should flow between Podio and JustCall (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Podio and JustCall
JustCall + Podio + Slack: When a missed call occurs in JustCall, a task is created in Podio to follow up. A Slack notification is then sent to the team to inform them of the missed call and the created task.
JustCall + Podio + Google Sheets: When a call is made in JustCall, the details are logged as an item in Podio. Simultaneously, a new row is added to a Google Sheet, creating a backup record of the call information.
Podio and JustCall integration alternatives
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 JustCall
Use JustCall in Latenode to automate call workflows: trigger calls based on CRM updates, send SMS follow-ups, and log call data. Latenode adds visual flow control, custom logic, and data enrichment missing in basic JustCall setups. Create complex, scalable call-centric processes with no-code tools and flexible JavaScript.
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See how Latenode works
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FAQ Podio and JustCall
How can I connect my Podio account to JustCall using Latenode?
To connect your Podio account to JustCall on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Podio and click on "Connect".
- Authenticate your Podio and JustCall accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically call new Podio leads using JustCall?
Yes, you can! Latenode allows you to trigger JustCall calls whenever a new lead is added to Podio. Automate tasks without code and accelerate your sales outreach.
What types of tasks can I perform by integrating Podio with JustCall?
Integrating Podio with JustCall allows you to perform various tasks, including:
- Automatically creating a JustCall contact when a new Podio lead is created.
- Sending SMS updates via JustCall when a Podio task status changes.
- Logging JustCall call details directly into corresponding Podio items.
- Triggering JustCall callbacks based on Podio item updates.
- Creating Podio tasks based on missed JustCall calls or voicemails.
How secure is my Podio data when using Latenode integrations?
Latenode employs robust security measures, including encryption and secure authentication, to protect your Podio data during integration and workflow execution.
Are there any limitations to the Podio and JustCall integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Podio calculations might require JavaScript code blocks.
- JustCall call recording access depends on your JustCall subscription plan.
- Large data transfers between Podio and JustCall may impact workflow speed.
