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

Learn how to seamlessly integrate Podio with Google Sheets using Pabbly Connect. Automate task details effortlessly with our step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Podio and Google Sheets Integration

To automate the process of adding Podio task details into Google Sheets, you need to set up Pabbly Connect. Begin by signing up for a free account and navigating to the Pabbly Connect dashboard. This platform will facilitate the integration between Podio and Google Sheets seamlessly.

After logging into Pabbly Connect, click on ‘Create Workflow’ and name it something relevant, such as ‘Podio to Google Sheets’. Select the appropriate folder for your workflow and click on ‘Create’ to initiate the setup.

2. Configuring Podio as the Trigger App in Pabbly Connect

In this step, you will configure Podio as the trigger app within Pabbly Connect. Start by selecting Podio from the app list. Choose the trigger event as ‘New Task’ to ensure the workflow activates when a new task is created in Podio.

• Select ‘Connect’ and then ‘Add New Connection’.
• Click on ‘Connect with Podio’.
• Choose your organization and workspace from the dropdown menus.

Once you have set up the connection, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to wait for a new task response from Podio, which is essential for the next steps of the integration.

3. Creating a New Task in Podio

Now that your trigger is set up, it’s time to create a new task in Podio. Navigate to your Podio account and click on the ‘Create’ button. Fill in the task details, such as the task name, due date, and description.

• Enter a task name, for example, ‘Update MailChimp Integration’.
• Assign the task to a team member.
• Set a due date and add any relevant labels.

After creating the task, refresh your Pabbly Connect workflow. You should see the task details populated in the trigger response, confirming that Pabbly Connect has successfully captured the new task information.

4. Setting Up Google Sheets as the Action App in Pabbly Connect

Next, you need to configure Google Sheets as the action app in your Pabbly Connect workflow. Select Google Sheets from the app list and choose the action event as ‘Add New Row’. This step ensures that the task details are added as a new row in your Google Sheets.

Click on ‘Connect’ and then ‘Add New Connection’. Sign in to your Google account and allow access to Pabbly Connect. Select the spreadsheet and sheet where you want to add the task details.

Once connected, map the fields from the Podio task response to the corresponding columns in your Google Sheets. For example, map the task name, description, due date, and creation date.

5. Testing the Automation Workflow in Real-Time

After completing the setup, it’s time to test the automation. Create another task in Podio to see if the details automatically populate in Google Sheets. This step is crucial to ensure that your Pabbly Connect integration is functioning as intended.

As you create the new task, check your Google Sheets to confirm that the task details appear correctly. If everything is set up correctly, you should see the new row added with all the relevant information from Podio.

This successful integration demonstrates how Pabbly Connect effectively automates the task management process between Podio and Google Sheets, saving you time and effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of Podio task details into Google Sheets. By following the steps outlined, you can streamline your task management process efficiently.