How to Add Podio Tasks Details in Google Sheets Using Pabbly Connect

Learn how to integrate Podio with Google Sheets using Pabbly Connect to automate task management efficiently. Follow our step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin, you need to access Pabbly Connect to set up the automation between Podio and Google Sheets. Start by signing up for a free account on the Pabbly Connect website. Once logged in, you will be directed to the dashboard where you can create your automation workflows.

On the dashboard, click on the ‘Create Workflow’ button. Here, you will name your workflow, for example, ‘Podio to Google Sheets’. This is where you will set up the integration that facilitates the automatic transfer of task details from Podio to Google Sheets using Pabbly Connect.

2. Setting Up the Trigger with Podio

In this section, you will set up the trigger for your automation using Pabbly Connect. Start by selecting Podio as the app in the trigger window. In the trigger event dropdown, choose ‘New Task’. This will ensure that every time a new task is created in Podio, it will trigger the automation.

• Select ‘Podio’ from the app list.
• Choose ‘New Task’ as the trigger event.
• Click on the ‘Connect’ button to establish a connection with Podio.

After clicking ‘Connect’, you will need to authorize Pabbly Connect to access your Podio account. Once connected, select the organization and workspace from which you want to pull task details. This setup is crucial for ensuring that Pabbly Connect captures the right information whenever a new task is created.

3. Creating Tasks in Podio

Now that you have set up the trigger, it’s time to create a new task in Podio. This action will allow Pabbly Connect to capture the task details. Click on the ‘Create’ button in your Podio account and fill in the task details such as the task name, assignee, due date, and description.

For example, you might create a task titled ‘Update MailChimp Integration’ with a description detailing the required updates. Once you create the task, Pabbly Connect will automatically detect this new task and retrieve its details for the next step in the workflow.

4. Adding Task Details to Google Sheets

After creating the task in Podio, navigate back to your Pabbly Connect workflow. In the action step, select Google Sheets as the app. Choose the action event ‘Add New’ to insert the task details into a Google Sheets document.

• Connect your Google Sheets account with Pabbly Connect.
• Select the spreadsheet where you want to add the task details.
• Map the fields from Podio to the respective columns in Google Sheets.

Make sure to map all necessary fields, such as task name, description, due date, and assignee. Once done, click on ‘Save and Send Test Request’ to verify that the task details are correctly added to your Google Sheets. This step confirms that Pabbly Connect is functioning as intended by transferring the data seamlessly.

5. Testing the Automation in Real Time

Finally, to ensure everything is working smoothly, test the automation by creating another task in Podio. Follow the same process as before, and once you create the task, Pabbly Connect should automatically add the new task details to your Google Sheets.

Check your Google Sheets document to confirm that the new task has been added with all the correct details. This real-time test validates that your integration between Podio and Google Sheets through Pabbly Connect is successful and operational.

Conclusion

In conclusion, using Pabbly Connect allows for seamless integration between Podio and Google Sheets, automating the task management process efficiently. By following this step-by-step tutorial, you can easily set up your automation to keep track of tasks in real-time.