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Podio Make integrationAutomate Podio with Make.

What if your Podio workspace could hand off its busywork on its own? The Podio Make integration gives you 31 modules: 11 triggers that watch your account and 20 actions that write back to it. This guide is for Podio users new to Make, and it walks you from the first connection to a live scenario.

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What you can automate

What can the Podio Make integration automate?

The Podio Make integration links your Podio account to Make so that events in Podio start a scenario, the automation you build in Make, and so that Make can write items, tasks, comments and statuses back into Podio. Each step of a scenario is a module, and your Podio account is linked once through a connection that every Podio module reuses.

A follow-up task for every new lead. Put Watch items on your leads app and add Create a task after it. Each new item arrives as a bundle, one piece of data passed to the next module, and becomes a task assigned to the right person. Nobody has to remember to open the item again.

Tidy files without dragging them around. Watch files spots each file added to Podio, and Attach a file links a file to a given object, such as the item a contract belongs to. Useful for an agency that receives briefs in one place and wants them on the project record.

Keep the team informed from inside Podio. When a record changes elsewhere in your stack, Search for app items finds the matching item and Create a comment or Create a status posts the update where people already read it.

One honest caveat: Make's documentation gives no prerequisite and no numbered limit for Podio, so this page does not make any up. For anything the 20 actions miss, Make an API call reaches the rest of the Podio API with the same connection. The same app often has an n8n node too; the n8n vs Make comparison sets out the criteria. Before you scale, read Make pricing, and if you want a structured start, Make training covers the editor step by step.

Connect

How do you connect your Podio account to Make?

  1. 01

    Add a Podio module

    Open your scenario, click the +, type Podio and pick any module, for example Watch items. In the module panel, click Create a connection. The Podio documentation lists no prerequisite, so an active Podio login is all you bring.

  2. 02

    Name the connection

    Make offers a default name. Changing it is optional, but a clear label such as the account owner or the workspace helps later, when several people or several Podio accounts share the same Make organization.

  3. 03

    Authorize Make and save

    Make opens the Podio authorization page. Sign in, approve the access, then click Save. The connection now appears in the dropdown of every Podio module, so you never repeat this step inside the same scenario.

First scenario

Your first scenario: a task for every new Podio item

GoalWhen an item is created in a Podio app, Make creates a follow-up task in Podio.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the large + to place the first module. This first module decides when the whole automation starts.

  2. 02

    Add Watch items

    Search for Podio, choose Watch items and pick your connection, or click Create a connection if this is your first Podio module. Make then lists the workspaces and apps it can read.

  3. 03

    Chain Create a task

    Click the + on the right of the trigger and add Create a task. Map the item title from the previous module into the task text, so each task says which record it belongs to.

  4. 04

    Test with Run once

    Click Run once, then add an item in the Podio app. Open the bubble above each module to read the bundles it received, and check the new task in Podio.

  5. 05

    Schedule and switch on

    Watch items is a scheduled trigger, so set the clock on the first module. A new scenario runs every 15 minutes by default. Edited items fire it too, so filter them out if you only want new ones. Then switch the scenario on.

Triggers

Podio triggers: what starts a scenario

11 modules start a scenario when something happens in Podio. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Podio as soon as it happens.

Podio1Watch apps

Watch apps

Scheduled trigger

In Make“Triggers when a new application is created.”

Hear about every new Podio app the moment Make next checks, and turn that creation into a message, a log row or a setup routine of your choosing.

How it fires
scheduled. Make checks Podio on the scenario's schedule, so the new app shows up at the next run rather than instantly.
When to use it
an operations lead who wants to know whenever someone builds a new app, so the team can document it or add it to a shared scenario.
Watch out
it only reports creations, so an app renamed or reshaped later will not trigger it again.
Podio2Watch comments

Watch comments

Scheduled trigger

In Make“Triggers when a new comment is created.”

Get each new Podio comment as a bundle you can forward, archive or react to, without keeping Podio open all day.

How it fires
scheduled. Make polls Podio on the scenario's schedule and collects the comments added since the previous run.
When to use it
a client team that discusses deliverables in Podio comments and wants each remark copied to a chat channel or a support tool.
Watch out
if the same scenario posts comments with Create a comment, those new comments come back at the next run, so filter them out.
Podio3Watch contacts

Watch contacts

Scheduled trigger

In Make“Triggers when a new contact is created.”

Pass every contact created in Podio on to the rest of your tools, so your address book stays the same everywhere.

How it fires
scheduled. Make queries Podio at each scenario run and picks up the contacts created in between.
When to use it
a sales assistant who adds partners in Podio and needs them in the email tool or the invoicing app too, without typing them twice.
Watch out
the module description speaks of new contacts only; an edit to an existing contact is not announced by this trigger.
Podio4Watch events

Watch events

Instant trigger

In Make“Triggers as soon as a new event occurs.”

React to Podio as things happen: this is the only Podio trigger that does not wait for a schedule, so your scenario starts on the event itself.

How it fires
instant. Podio calls Make through a webhook as soon as the event occurs, which the lightning badge on the module shows.
When to use it
a support desk where a delay between the Podio event and the alert sent to the team is not acceptable.
Watch out
an instant scenario runs once per event, and each module run counts as an operation on your plan, so a busy workspace uses them faster.
Podio5Watch files

Watch files

Scheduled trigger

In Make“Triggers when a new file is added.”

Catch each file added to Podio and send a copy where it needs to live, whether that is storage, an archive or an email.

How it fires
scheduled. Make looks at Podio on the scenario's schedule and returns the files added since the last check.
When to use it
an agency whose clients drop briefs and signed documents on Podio items, and which keeps a backup in its own storage.
Watch out
on the Free plan, Make handles files up to 5 MB, so a heavy attachment may need a paid plan.
Podio6Watch items

Watch items

Scheduled trigger

In Make“Triggers when a new item is created or existing item is updated.”

Follow the records of a Podio app, new ones and edited ones alike, and feed each of them into the next module as a bundle.

How it fires
scheduled. Make checks the app on the scenario's schedule, every 15 minutes by default, and returns the items created or updated in between.
When to use it
a leads, orders or projects app where every new record should start a task, an email or a sync.
Watch out
since updates count too, a scenario that edits the same item with Update an app item can wake itself up again. Add a filter.
Podio7Watch notifications

Watch notifications

Scheduled trigger

In Make“Triggers when a new notification is created.”

Route your Podio notifications to wherever you actually read them, and stop missing a mention buried in the Podio inbox.

How it fires
scheduled. Make asks Podio for new notifications at each run of the scenario, then passes each one on.
When to use it
a manager who lives in email or a chat tool and wants each Podio notification delivered there, one message per bundle.
Watch out
notifications belong to the account behind the connection, so link the Podio account whose notifications you want to follow.
Podio8Watch organizations

Watch organizations

Scheduled trigger

In Make“Triggers when a new organization is created.”

Know when a new organization appears in Podio, the top level above your workspaces, and log or announce it automatically.

How it fires
scheduled. Make checks Podio on the scenario's schedule and reports the organizations created since the previous run.
When to use it
a consultant who opens an organization per client and wants a matching folder, sheet row or onboarding message each time.
Watch out
the trigger only sees what the connected account can access, so an organization it is not a member of stays invisible.
Podio9Watch tasks

Watch tasks

Scheduled trigger

In Make“Triggers when a new task is created.”

Mirror every new Podio task somewhere else, such as a calendar, a to-do app or a team channel, so work assigned in Podio is seen.

How it fires
scheduled. Make queries Podio at each scenario run and returns the tasks created since the last one.
When to use it
a team that plans in Podio while some members only open their personal to-do list.
Watch out
a scenario that also uses Create a task will see its own tasks at the next run, so keep the two apart or filter them.
Podio10Watch views

Watch views

Scheduled trigger

In Make“Triggers when a new view is created.”

Spot every new view saved in Podio and keep a record of how your team slices its apps.

How it fires
scheduled. Make checks Podio on the scenario's schedule and picks up the views created in between.
When to use it
an admin who documents the workspace and wants a log line, or a heads-up to the team, whenever a colleague saves a new view.
Watch out
this trigger announces the view itself, not the items inside it; to process records, use Watch items or Filter app items.
Podio11Watch workspaces

Watch workspaces

Scheduled trigger

In Make“Triggers when a new workspace is created.”

Start a scenario each time a Podio workspace is created, so the setup around it happens without a checklist.

How it fires
scheduled. Make queries Podio at each run of the scenario and returns the workspaces created since the last check.
When to use it
a studio that opens one workspace per project and wants a kickoff message, a shared folder or a first task created alongside it.
Watch out
on the Free plan, the shortest gap between two scheduled runs is 15 minutes, so the follow-up is never immediate.
Modules

Podio actions: what Make can do in your account

Podio gives you 20 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Podio1

Attach a file

Action

In Make“Attaches a file to a given object.”

Put a file exactly where people look for it by linking it to a given Podio object, an item for instance, instead of leaving it loose.

When to use it
after a module from another app delivers a signed quote, to hang it on the matching deal item in Podio.
Watch out
the module needs the target object, so find it first with Search for app items or Get app item.
Podio2

Complete a task

Action

In Make“Completes a task.”

Tick off a Podio task automatically once the work it describes is confirmed done somewhere else, so the task list reflects reality.

When to use it
a payment is recorded in your billing tool and the matching Podio task "collect payment" should close by itself.
Watch out
you need the task's identifier, usually mapped from Watch tasks or from the module that created it.
Podio3

Create a comment

Action

In Make“Creates a new comment.”

Post a new comment in Podio from your scenario, so the context of a record grows without anyone copying and pasting updates.

When to use it
a tracking number arrives from the shipping tool and belongs on the order item, where the team already reads the history.
Watch out
combined with Watch comments in the same flow, these comments come back as new ones at the next run.
Podio4

Create an app item

Action

In Make“Creates an app item.”

Add a record to any Podio app from data captured elsewhere: a form answer, a paid order, a row in a sheet.

When to use it
a web form collects a request and each answer should land as a new item in your requests app.
Watch out
Make shows the fields of the app you pick once the connection exists; map each one from the previous module.
Podio5

Create a status

Action

In Make“Creates a new status.”

Publish a status update in Podio from a scenario, the quick way to tell a workspace that something happened without writing it by hand.

When to use it
a release goes out or a campaign starts, and the whole workspace should see a short announcement in its activity.
Watch out
a status is seen by the workspace, so keep private data such as client details out of the mapped text.
Podio6

Create a task

Action

In Make“Creates a new task.”

Turn an event into a Podio task with a clear owner, so nothing depends on memory. It pairs naturally with Watch items.

When to use it
a new lead item appears and a salesperson should receive a "call back" task linked to it.
Watch out
map the item title or link into the task text, otherwise the person receiving it will not know which record it concerns.
Podio7

Delete a comment

Action

In Make“Deletes an existing comment.”

Remove an existing Podio comment from within a scenario, useful for clearing automatic messages that have served their purpose.

When to use it
a temporary "waiting for approval" comment posted by an earlier module should vanish once approval arrives.
Watch out
deletion cannot be undone from Make, so test on a sandbox item with Run once before switching the scenario on.
Podio8

Delete an app item

Action

In Make“Deletes an app item.”

Erase a record from a Podio app when it no longer has a reason to exist, keeping your apps free of duplicates and test entries.

When to use it
an order is cancelled in your shop and its Podio item should disappear rather than clutter the pipeline.
Watch out
Make gives no undo here; add a filter before the module so only the items you really mean reach it.
Podio9

Delete a status

Action

In Make“Deletes an existing status.”

Withdraw a Podio status update that is out of date, so the workspace stream does not keep showing news that is no longer true.

When to use it
an event announced by Create a status is postponed and the earlier message should be taken down.
Watch out
keep the status identifier returned when it was created, because this module needs it to know which one to remove.
Podio10

Delete a task

Action

In Make“Deletes an existing task.”

Drop a Podio task that has become pointless, rather than leaving it open on someone's list forever.

When to use it
a deal is lost, and the follow-up tasks created for it earlier should go away instead of being completed.
Watch out
removing is different from finishing; if the work was actually done, Complete a task keeps a cleaner trace than a deletion.
Podio11

Edit a comment

Action

In Make“Edits an existing comment.”

Rewrite an existing Podio comment so that one message stays up to date, instead of piling new comments under the record.

When to use it
an automatic progress comment such as "3 of 5 documents received" should change as each new document arrives.
Watch out
the module targets one existing comment, so keep the comment returned by Create a comment to edit the right one.
Podio12

Edit a status

Action

In Make“Edits an existing status.”

Correct or refresh a status already published in Podio, which keeps the activity stream clean when details shift.

When to use it
a time or a link in an automatic announcement changes and the team should read the right version in the same place.
Watch out
people who already read the status will not necessarily notice the edit; post a comment if the change matters.
Podio13

Edit a task

Action

In Make“Edits an existing task.”

Change an open Podio task from your scenario, so the task keeps pace with what happens in your other tools.

When to use it
a client pushes a meeting in the calendar and the preparation task in Podio should move with it.
Watch out
to close a task, Complete a task is the dedicated module; editing is for content, not for marking work done.
Podio14

Filter app items

Action

In Make“Returns items matching the specified criteria.”

Pull the items of a Podio app that match your criteria, then act on each one in the modules that follow. Several items can come back, one bundle each.

When to use it
you want every open order of an app in a report, or each overdue record reminded in one pass.
Watch out
every returned bundle runs the next modules again and costs operations, so keep your criteria tight.
Podio15

Get app field

Action

In Make“Gets an app dropdown field and it's values.”

Read a dropdown field of a Podio app along with its possible values, so your scenario uses exactly the options Podio accepts.

When to use it
before creating items from a form, to check that a category or status sent by the form matches one of the dropdown choices.
Watch out
it returns the field's definition and options, not the value stored on any single item; use Get app item for that.
Podio16

Get app item

Action

In Make“Retrieves an app item with a given ID.”

Fetch one Podio item in full from its ID, so the modules downstream have every detail of that record at hand.

When to use it
a notification or a comment points to an item and you need its full content before sending an email or updating another tool.
Watch out
without the ID you cannot use it; when you only know a name, start with Search for app items.
Podio17

Get contacts

Action

In Make“Retrieves a list of contacts.”

Retrieve a list of your Podio contacts to reuse them in the scenario, for a sync, a mailing or a lookup against another tool.

When to use it
you want to copy your Podio address book into a newsletter tool or compare it with the contacts of your CRM.
Watch out
a list turns into many bundles, and each one runs the modules that follow, so count the operations before you switch it on.
Podio18

Make an API call

Action

In Make“Makes a raw API call. The module allows you to make an arbitrary API call using the existing connection.”

Reach any part of the Podio API that the listed modules do not cover, using the connection you already set up, with no new login.

When to use it
you need a Podio object or an operation that no listed module offers, and the Podio API documentation describes the endpoint.
Watch out
here you write the request yourself, so the module shows raw responses; test it with Run once and read the output carefully.
Podio19

Search for app items

Action

In Make“Returns app items matching the searched text.”

Find the Podio items whose content matches a text you give, such as a company name or an email, without knowing their ID in advance.

When to use it
a message comes in from a client and you want the matching project item before commenting on it or updating it.
Watch out
a text search may return zero, one or several items; add a filter so the next module works on the right one.
Podio20

Update an app item

Action

In Make“Updates an already existing app item.”

Change the values of an existing Podio item from outside, keeping one record per client or order instead of creating duplicates.

When to use it
a payment status flips in your billing tool and the order item in Podio should show the new state.
Watch out
Watch items also fires on updates, so a scenario that watches and updates the same app can loop; filter on a field that marks your own changes.
Need help

Need help automating Podio with Make?

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FAQ

Podio Make integration: frequent questions

01Is the Podio Make integration free?
Yes, Podio is a standard app in Make, so you can use it on the Free plan. That plan has its own limits: 2 active scenarios, at least 15 minutes between two scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Every module run counts as an operation, which Make counts as credits on your plan. Paid plans lower the interval to 1 minute and remove the cap on active scenarios. This page quotes no price for Podio or for Make.
02What do you need to connect Podio to Make?
A Podio account and a Make account are enough, since the Make documentation lists no other prerequisite for Podio. You add any Podio module, click Create a connection, name it if you like, approve access on the Podio authorization page and click Save. The connection then serves every Podio module in your scenarios. It acts with the rights of the account that approved it, so connect the Podio account that can see the apps and workspaces you plan to automate.
03Do Podio triggers in Make work in real time?
Only one of them does. Watch events is an instant trigger: Podio calls Make through a webhook as soon as the event happens. The 10 other triggers, from Watch items to Watch workspaces, are scheduled, meaning Make checks Podio on the scenario's schedule. A new scenario runs every 15 minutes by default, which is also the shortest interval on the Free plan; paid plans go down to 1 minute. Pick Watch events when delay matters, a scheduled trigger when a short wait is fine.
04What if a Podio module is missing in Make?
It depends on what you need, but most gaps have an answer. The Podio app in Make includes the Make an API call module, which calls any endpoint of the Podio API with your existing connection, so an operation missing from the 20 actions is still within reach. The documentation gives no numbered limit for Podio in Make. If a need is outside what Podio exposes, another app in the same scenario can handle that step, with Podio modules before or after it.
05Should you use Make or n8n for Podio?
It depends on your team, not on a winner. The same app often exists as an n8n node too, so check that side before choosing. With Make, you get 31 Podio modules, 11 triggers and 20 actions, a visual editor and the Make an API call module for the rest. A fair way to decide is to list the Podio events and actions your process needs, check them against the modules of each tool, and see which editor your team already uses.
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