Invoiced + Podio Integration

Integrate Invoiced to Podio in one click, or tell Integrately AI how you want each invoice handled. Track payment details, update project data, create tasks, and notify your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Invoiced
    Payment is created in Invoiced Instant
  • Invoiced
    Payment is updated in Invoiced Instant
  • Invoiced
    Payment is deleted in Invoiced Instant
  • Invoiced
    Invoice is paid in Invoiced Instant
  • Invoiced
    Invoice is created in Invoiced Instant
  • Invoiced
    Invoice is updated in Invoiced Instant
  • Invoiced
    Invoice is deleted in Invoiced Instant
  • Invoiced
    Customer is created in Invoiced Instant
  • Invoiced
    Customer is updated in Invoiced Instant
  • Invoiced
    Customer is deleted in Invoiced Instant
  • Invoiced
    Contact is created in Invoiced Instant
  • Invoiced
    Contact is updated in Invoiced Instant
  • Invoiced
    Contact is deleted in Invoiced Instant
  • Invoiced
    Credit note is updated in Invoiced Instant
  • Invoiced
    Customer is merged in Invoiced Instant
  • Invoiced
    Invoice is viewed in Invoiced Instant
  • Invoiced
    Estimate is approved in Invoiced Instant
  • Invoiced
    Credit note is created in Invoiced Instant
  • Invoiced
    Credit note is deleted in Invoiced Instant
  • Invoiced
    Credit note is commented in Invoiced Instant
  • Invoiced
    Credit note is viewed in Invoiced Instant
  • Invoiced
    Task is created in Invoiced Instant
  • Invoiced
    Task is updated in Invoiced Instant
  • Invoiced
    Task is deleted in Invoiced Instant
  • Invoiced
    Task is completed in Invoiced Instant
  • Invoiced
    Estimate is created in Invoiced Instant
  • Invoiced
    Estimate is updated in Invoiced Instant
  • Invoiced
    Estimate is deleted in Invoiced Instant
  • Invoiced
    Estimate is viewed in Invoiced Instant
  • Invoiced
    Subscription is created in Invoiced Instant
  • Invoiced
    Subscription is updated in Invoiced Instant
  • Invoiced
    Subscription is deleted in Invoiced Instant
  • Podio
    Item is created in Podio
  • Podio
    Task is created in Podio
  • Podio
    Application is created in Podio
  • Podio
    View is created in Podio
  • Podio
    Organization is created in Podio
  • Podio
    Workspace is created in Podio
Arrow Right
2.
  • Invoiced
    Create invoice in Invoiced
  • Invoiced
    Search invoice in Invoiced
  • Invoiced
    Create contact in Invoiced
  • Invoiced
    Create credit note in Invoiced
  • Invoiced
    Create credit balance adjustment in Invoiced
  • Invoiced
    Search credit note in Invoiced
  • Invoiced
    Create customer in Invoiced
  • Invoiced
    Update customer in Invoiced
  • Invoiced
    Search customer in Invoiced
  • Invoiced
    Create note in Invoiced
  • Invoiced
    Create payment in Invoiced
  • Invoiced
    Create task in Invoiced
  • Invoiced
    Create estimate in Invoiced
  • Invoiced
    Search estimate in Invoiced
  • Invoiced
    Create subscription in Invoiced
  • Podio
    Create task in Podio
  • Podio
    Create status in Podio
  • Podio
    Update status in Podio
  • Podio
    Update task in Podio
  • Podio
    Search item in Podio
  • Podio
    Update item in Podio
  • Podio
    Create item in Podio
  • Podio
    Get item details by id in Podio

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Ready Workflows Ready Workflows for Invoiced + Podio Integration

Capture paid invoices, update project records, create team tasks, and notify your organization, all in just one click.

Most popular automationmost-popular-automations
Invoiced + Podio Integration

Create Podio task for new Invoiced contact

If you're using Invoiced and Podio to manage your work, you'll want to make sure that contact-creation task are automatically created in Podio. That way, you can easily keep track of who owes you what and when they're supposed to pay!
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoiced + Podio flow

Sync billing records with your payment processors, CRMs, and messaging tools to keep your entire organization aligned. Pick a combination and activate it in one click.

Invoiced
Podio
+
StripeStripe (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
GmailGmail (3)
+
CalendlyCalendly (3)
+
TrelloTrello (3)
I
P
S
Create a Podio item for every paid Invoiced invoice, and record the charge in Stripe
Paid Invoiced invoices instantly generate a Podio item and log the payment in Stripe, removing manual billing updates.
I
P
S
When a Stripe payment fails, update the customer in Invoiced and create a follow-up task in Podio
Failed Stripe payments update customer records in Invoiced and open a follow-up task in Podio so your team can act immediately.
I
P
S
Create an Invoiced customer for every new Stripe customer, and add a linked item in Podio
New Stripe customers automatically populate Invoiced and Podio, keeping your client database synchronised everywhere.

Supported triggers and actions for Invoiced and Podio

Mix and match to build the exact automation you need

Invoiced
Invoiced Triggers & Actions
Instant
Payment is created in Invoiced
Triggers the automation when a new payment is created
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Instant
Payment is updated in Invoiced
Triggers the automation when a payment status is updated
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Instant
Payment is deleted in Invoiced
Triggers the automation when a payment is deleted
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Instant
Invoice is paid in Invoiced
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is created in Invoiced
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Invoiced
Triggers the automation when an invoice is updated
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Instant
Invoice is deleted in Invoiced
Triggers the automation when an invoice is deleted
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Instant
Customer is created in Invoiced
Triggers the automation when a new customer is created
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Instant
Customer is updated in Invoiced
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Invoiced
Triggers the automation when a customer is removed from the database
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Instant
Contact is created in Invoiced
Triggers the automation when a new contact is created
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Instant
Contact is updated in Invoiced
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Invoiced
Triggers the automation when a contact is removed from the particular list
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Instant
Credit note is updated in Invoiced
Triggers the automation when a credit note is modified
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Instant
Customer is merged in Invoiced
Triggers the automation when the customer details are merged
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Instant
Invoice is viewed in Invoiced
Triggers the automation when the recipient views your invoice
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Instant
Estimate is approved in Invoiced
Triggers the automation when any estimate is approved
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Instant
Credit note is created in Invoiced
Triggers the automation when a new credit note is generated
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Instant
Credit note is deleted in Invoiced
Triggers the automation when a credit note is deleted
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Instant
Credit note is commented in Invoiced
Triggers the automation when a credit note is commented on
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Instant
Credit note is viewed in Invoiced
Triggers the automation when a credit note is viewed
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Instant
Task is created in Invoiced
Triggers the automation when a new task is created
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Instant
Task is updated in Invoiced
Triggers the automation when any task is updated
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Instant
Task is deleted in Invoiced
Triggers the automation when a task is deleted
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Instant
Task is completed in Invoiced
Triggers the automation when any task is completed
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Instant
Estimate is created in Invoiced
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in Invoiced
Triggers the automation when any estimate is modified
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Instant
Estimate is deleted in Invoiced
Triggers the automation when any estimate is deleted
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Instant
Estimate is viewed in Invoiced
Triggers the automation when any estimate is viewed by the recipient
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Instant
Subscription is created in Invoiced
Triggers the automation when a new subscription is created
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Instant
Subscription is updated in Invoiced
Triggers the automation when a subscription is updated
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Instant
Subscription is deleted in Invoiced
Triggers the automation when a subscription is deleted
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Create invoice in Invoiced
Generates invoices for sales transactions
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Search invoice in Invoiced
Locates and retrieves invoices with
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Create contact in Invoiced
Adds a new contact to the database
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Create credit note in Invoiced
Generates a credit note for returned items
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Create credit balance adjustment in Invoiced
Creates an adjustment to a customer's credit balance
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Search credit note in Invoiced
Searches for a credit note
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Create customer in Invoiced
Adds a new customer to the database
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Update customer in Invoiced
Updates a customer's information
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Search customer in Invoiced
Locates and retrieves customer information
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Create note in Invoiced
Creates a new note in the particular format
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Create payment in Invoiced
Generates and process a payment transaction
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Create task in Invoiced
Creates a new task
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Create estimate in Invoiced
Adds a new contact to the contact list
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Search estimate in Invoiced
Searches for an estimate
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Create subscription in Invoiced
Enrolls users in a subscription service
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Podio
Podio Triggers & Actions
Item is created in Podio
Triggers the automation when a new item is created
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Task is created in Podio
Triggers the automation when a new task is created
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Application is created in Podio
Triggers the automation when a new application is created
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View is created in Podio
Triggers the automation when a new view is created
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Organization is created in Podio
Triggers the automation when a new organization is created
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Workspace is created in Podio
Triggers the automation when a new workspace is created
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Create task in Podio
Creates a new task
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Create status in Podio
Generates a new status update
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Update status in Podio
Updates the status of a particular object with latest information
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Update task in Podio
Updates the task with new information or changes
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Search item in Podio
Locates and retrieves particular item information
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Update item in Podio
Updates an item with new information
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Create item in Podio
Generates a new item
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Get item details by id in Podio
Retrieves item details using its id
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What can you automate with Invoiced + Podio?

Streamline your billing and project management workflows by connecting Invoiced and Podio for seamless, automated execution.

What you can automate?
๐Ÿงพ
Sync paid invoices to Podio items
Automatically create a new Podio item whenever an invoice is paid in Invoiced. Your project workspace stays updated with current revenue milestones without manual data entry.
๐Ÿ“‹
Capture every submitted client field
Map all available Invoiced customer and invoice fields straight into your Podio items instead of just basic names. Your workspace becomes a complete source for review.
๐Ÿ””
Notify your team instantly on activity
Trigger instant team alerts in Slack or email when invoices are paid or project tasks are updated. Ensure staff members never miss a critical client milestone.
๐Ÿ”€
Route workflows based on submitted values
Perform different actions depending on invoice amounts or subscription tiers submitted in Invoiced. Assign priority tasks or standard workflows dynamically in Podio.
๐Ÿ”„
Keep project records continuously updated
Automatically update existing Podio items whenever invoice statuses or task details change in Invoiced. Eliminate outdated records and keep your team aligned.
๐Ÿ”
Search and update instead of duplicating
Search for existing customer records in Podio before creating new items, ensuring your workspace remains clean and free of duplicate entries.
โšก
Manage later status changes and refunds
Handle invoice cancellations, refunds, or payment failures by updating Podio task statuses automatically. Keep operational workflows responsive to billing events.
๐Ÿ”Œ
Extend flows to popular supporting apps
Connect Invoiced and Podio with Slack, Stripe, or Gmail to build multi-step automations that span your entire business stack.
And much more...

Who is Invoiced + Podio integration for?

Operations teams, finance managers, and project leaders eliminate manual data entry and keep billing and project records perfectly synchronized across Invoiced and Podio.

Finance Managers
Finance Managers
Operations Leads
Operations Leads
Account Executives
Account Executives
Project Coordinators
Project Coordinators
Client Success Managers
Client Success Managers
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You're reconciling paid invoices against project databases by hand every single afternoon, but manual entry introduces errors and delays your revenue reporting โ€” with this integration, every payment updates your Podio records instantly and your financial data stays accurate.
โšก
Operations Leads
You manage client onboarding across separate billing and project tools, but staff find out about new client accounts too late to prepare workspaces โ€” automating both apps means every new Invoiced customer creates a Podio item the moment they sign up.
๐Ÿค
Account Executives
You answer to clients asking about project kickoff status while your team waits for billing approvals to clear, but delayed handoffs frustrate stakeholders โ€” this integration means approved estimates create Podio project items instantly so delivery begins right away.
๐Ÿ”„
Project Coordinators
You handle high volumes of client tasks and invoices that must be matched across multiple workspaces, but keeping tabs aligned by hand causes missed follow-ups โ€” connecting these apps means every task update syncs automatically without duplicate effort.
๐ŸŽฏ
Client Success Managers
You depend on upstream billing events to trigger customer onboarding tasks, but missing notifications leave new accounts waiting for attention โ€” automating both apps means subscription creations generate Podio tasks and notify your team immediately.
๐Ÿ“‹
Business Owners
You need a reliable audit trail of client invoices and project milestones, but manual tracking leaves frustrating gaps in your history โ€” integrating these apps means every transaction and task update is logged accurately across your entire system.
Our team

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Why choose Integrately to automate Invoiced + Podio

Build and manage your Invoiced + Podio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Invoiced + Podio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Invoiced to Podio?
Frequently Asked Questions
You can connect Invoiced to Podio in 1 click using ready templates or ask Integrately AI to build the automation. It takes minutes to link your accounts alongside Stripe, Slack, HubSpot, Gmail, Calendly, and Trello.
Can I automatically create Podio items when an Invoiced invoice is paid?
Frequently Asked Questions
Can I connect Invoiced, Podio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Invoiced and Podio?
Frequently Asked Questions
How does Invoiced handle customer and invoice data in automations?
Frequently Asked Questions
Can Podio tasks trigger actions in Invoiced?
Frequently Asked Questions
Do I need coding skills to automate Invoiced and Podio?
Frequently Asked Questions
Is the Invoiced and Podio integration free?
Frequently Asked Questions
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You Can Also Connect Invoiced or Podio With 1500+ Other Apps

Invoiced
Popular Invoiced Integrations
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Podio
Popular Podio Integrations
Sync Podio with project management, database, and CRM tools to keep your organization running smoothly.
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