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How to connect Podio and Thankster
Create a New Scenario to Connect Podio and Thankster
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 Thankster will be your first step. To do this, click "Choose an app," find Podio or Thankster, 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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Podio
Add the Thankster Node
Next, click the plus (+) icon on the Podio node, select Thankster from the list of available apps, and choose the action you need from the list of nodes within Thankster.
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Thankster
Authenticate Thankster
Now, click the Thankster node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Thankster settings. Authentication allows you to use Thankster through Latenode.
Configure the Podio and Thankster 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 Thankster 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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Thankster
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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, Thankster, 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 Thankster integration works as expected. Depending on your setup, data should flow between Podio and Thankster (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 Thankster
Podio + Thankster + Slack: When a new item is created in Podio, a thank you card is sent via Thankster to the relevant contact, and a notification is sent to a Slack channel to inform the team.
Thankster + Podio + Google Sheets: When a card is sent through Thankster, the recipient's details are recorded in Google Sheets. Subsequently, the related Podio project status is updated.
Podio and Thankster 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 Thankster
Use Thankster in Latenode to automate personalized handwritten notes for customers. Trigger notes based on events like purchases or milestones. Enhance CRM workflows by adding a human touch. Latenode lets you manage Thankster requests at scale with no-code logic and custom integrations. Centralize and track all your personalized outreach.
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See how Latenode works
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FAQ Podio and Thankster
How can I connect my Podio account to Thankster using Latenode?
To connect your Podio account to Thankster 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 Thankster accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send thank you notes for new Podio leads?
Yes! Latenode enables this workflow, triggering personalized Thankster cards upon new Podio lead creation. This strengthens customer relationships, automatically.
What types of tasks can I perform by integrating Podio with Thankster?
Integrating Podio with Thankster allows you to perform various tasks, including:
- Automatically sending a thank you card when a Podio deal reaches a specific stage.
- Creating a physical card order in Thankster when a new client is added to Podio.
- Updating Podio with the delivery status of a thank you card sent via Thankster.
- Triggering personalized Thankster campaigns based on Podio project milestones.
- Sending birthday cards to Podio contacts automatically using Thankster.
How do I handle errors when integrating Podio with Thankster?
Latenode’s visual editor and built-in error handling allow for effective monitoring, detailed logging, and automated retries, ensuring smooth workflows.
Are there any limitations to the Podio and Thankster integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex logic may require JavaScript coding within Latenode for advanced use cases.
- Rate limits imposed by Podio and Thankster still apply within Latenode.
- Custom data fields in Podio might need special mapping configurations.
