Podio + Upnify Integration

Connect Podio to Upnify in 1 click

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Upnify
    Sale is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Client is created in Upnify Instant
Arrow Right
2.

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows   for Podio + Upnify Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Upnify + Podio Integration

Create Podio task for new Upnify client

Upnify and Podio are both powerful tools that, when used correctly, can help you become more productive.

When you create a client in Upnify, do you also create a task in Podio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
Upnify + Podio Integration

Create Podio task for new Upnify opportunity

Imagine this scenario: you've just negotiated a great opportunity with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Podio to ensure that the opportunity goes through. Wouldn't it be great if there was an easy way to do that right from within Upnify? Well now there is!

With our integration between Upnify and Podio, creating task in Podio is now easier than ever. Whenever a opportunity is created in Upnify, you can automatically create a corresponding task in Podio to keep your team up-to-date.
See more
  • 1of1
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Podio Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Podio logo
Create Podio task for new Elementor Forms form submission
Activate
Google Sheets logo
Podio logo
Create Podio task for new Google Sheets row
Activate
GoHighLevel (Legacy) logo
Podio logo
Create Podio task for new GoHighLevel task
Activate
Asana logo
Podio logo
Create Podio task for new Asana task
Activate
Microsoft Excel logo
Podio logo
Create Podio task for new Microsoft Excel row
Activate
Elementor Forms logo
Podio logo
Create Podio task for new Elementor Forms form submission
Activate
Google Sheets logo
Podio logo
Create Podio task for new Google Sheets row
Activate
GoHighLevel (Legacy) logo
Podio logo
Create Podio task for new GoHighLevel task
Activate
Asana logo
Podio logo
Create Podio task for new Asana task
Activate
Microsoft Excel logo
Podio logo
Create Podio task for new Microsoft Excel row
Activate
CallRail logo
Podio logo
Create Podio task for new CallRail form
Activate
CompanyHub logo
Podio logo
Create Podio task for new CompanyHub record
Activate
Formidable Forms logo
Podio logo
Create Podio task for new Formidable Forms form submission
Activate
Microsoft To-Do logo
Podio logo
Create Podio task for new Microsoft To-Do task
Activate
Stripe logo
Podio logo
Create Podio task for new Stripe charge
Activate
CallRail logo
Podio logo
Create Podio task for new CallRail form
Activate
CompanyHub logo
Podio logo
Create Podio task for new CompanyHub record
Activate
Formidable Forms logo
Podio logo
Create Podio task for new Formidable Forms form submission
Activate
Microsoft To-Do logo
Podio logo
Create Podio task for new Microsoft To-Do task
Activate
Stripe logo
Podio logo
Create Podio task for new Stripe charge
Activate

Top 10 Most Popular Upnify Automations from
Integrately Community

Most popularmost-popular-automations
01
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify client
02
Upnify logo
Google Sheets logo
Create Google Sheets row for new Upnify opportunity
03
Google Sheets logo
Upnify logo
Create Upnify client for new Google Sheets row
04
Upnify logo
HubSpot logo
Create HubSpot contact for new Upnify client
05
Upnify logo
HubSpot logo
Create HubSpot deal from new Upnify client
cloud
Upnify
app integration
06
Upnify logo
Emailidea logo
Create Emailidea contact for new Upnify client
07
Upnify logo
X-Cart (5.5.1) logo
Create X-Cart (5.5.1) customer for new Upnify client
08
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) customer
09
X-Cart (5.5.1) logo
Upnify logo
Create Upnify client from new X-Cart (5.5.1) order
10
Upnify logo
GoHighLevel logo
Create GoHighLevel contact for new Upnify client
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Want to automate something else in your workflow?

You Can Also Connect Podio or Upnify With 1400+ Other Apps

Podio
Podio
Podio is the easiest way to work with and share information, files and team tasks. Cntralize all your project data in one place, connect to everyone in your organization, see exactly who's doing what and get more done faster.
Upnify
Upnify
Upnify empowers your sales team with advanced CRM tools, helping you manage leads, automate tasks, and boost conversions. Enhance your sales strategy with Upnify's comprehensive solution.