ID INSIGHTS

 
How to Edit Existing Podio Items with Momentum Dynamic Forms! momentum tools podio Jun 12, 2020

Link to Momentum Tools: https://bit.ly/IDformtool 

Web forms have always been a great way to add new items to your database. But what if you could edit existing Podio items with a Web Form?...

Continue Reading...
 
Globiflow 101: Triggers & Basic Automations globiflow podio Jan 31, 2020

The power of Podio depends on the ability to create robust and reliable automated workflows through Globiflow. The good news: Globiflow is easy! In this video, I demonstrate three foundational...

Continue Reading...
 
How to use Zapier to Create a Google Doc from Data Stored in Podio api automation document template esignature google docs google drive integration merge fields podio zapier Jan 24, 2020

Automate your document creation process! In this video, I show you how to connect Podio with Google docs (via Zapier) to generate documents from pre-formatted templates. You can even embed the doc...

Continue Reading...
 
Podio App-Based Tasks and Checklists app automate checklist globiflow globiflow podio real estate podio podio crm podio real estate property property management property management system software task tenant video tutorial workspace Apr 05, 2019

 So many of our businesses are run off of repeatable processes and checklists. We’ve come up with a really cool way to automate this with Podio and Globiflow. Want to give it a try? Get...

Continue Reading...
 
How to Integrate Quickbooks Online with Podio - Using Zapier crm intergration invoices podio property qbo quickbooks online real estate real estate accounting tenants zap zapier Mar 07, 2019

Quickbooks Online is an amazing tool for tracking the financials of your Property Management business. But QBO falls short in many other operational areas. Workflow automation software like Podio...

Continue Reading...
SUBSCRIBE FOR UPDATES

Get actionable business advice delivered to your inbox

Subscribe for weekly videos on how to leverage software to scale your business. 

You're safe with me. I'll never spam you or sell your contact info.