Automate workflows. Eliminate repetition. Scale effortlessly.
We help you build smart Podio automation that saves hours every week, connects your tools, and ensures nothing slips through the cracks.
Trusted By 20+ industry leader
Struggling with a Messy, Manual System?
If Podio feels like more work than it saves, it’s time to fix that. Many teams spend hours every week doing tasks that should be automatic — missing leads, duplicating data, and drowning in to-dos.
Missed Follow-Ups???
You forget to email leads or assign tasks on time, costing you deals and damaging trust.
Manual Updates???
Team members are stuck updating apps manually — wasting time and causing errors.
Disconnected Tools???
Podio doesn’t talk to your other CRM, calendar, or email — so you’re constantly switching tabs.
You’re not alone. Many businesses hit this wall before discovering a better way. 🚀
Our Automation Capabilities
Here’s what we can automate inside Podio and across tools:
Lead Capture to Follow-Up
Trigger automated follow-ups when a lead enters Podio — email, SMS, task creation, and more.
Deal Pipeline Movement
Move deals through stages automatically based on activity, status, or custom logic.
Task + Reminder Automation
Assign tasks, set deadlines, and notify team members without lifting a finger.
Document Workflows
Auto-generate, send, and track documents with tools like DocuSign, PandaDoc, or PDFs.
App-to-App Logic
Create smart connections between apps — when one changes, another updates instantly.
Email & SMS Sequences
Trigger communication flows that keep your clients and leads engaged — automatically.
Third-Party Tool Integration
Connect Podio with 6,000+ tools via Zapier, Make, or custom APIs.
Error Handling + Reporting
Know when something fails, where it failed, and how to fix it — with intelligent alerts.
How We Work
Here’s how we build your fully customized Podio system — from vision to automation:
Discovery + Process Mapping
We understand your current system and identify what can be automated for the highest ROI.
Why Work With Us?
At Integroforce, we don’t just implement Podio—we transform your business operations. With years of expertise in automation, CRM optimization, and workflow efficiency, we build systems that help you scale effortlessly. Here’s what sets us apart:
We don’t just “build flows” — we understand your workflow, KPIs, and process outcomes.
We're not generalists. We're Podio specialists — fluent in automation platforms and system thinking.
We handle everything from start to finish — strategy, development, testing, and delivery.
Every automation we build is aimed at saving time, reducing errors, and creating leverage.
Need to connect Podio with your favorite tools? We integrate with over 6,000 apps, including CRMs, marketing platforms, and finance tools, ensuring a fully connected system.
Your business evolves, and so should your Podio setup. We offer continuous system optimization, training, and support to keep your operations running smoothly.
FAQs About Podio Automation
1. Can I automate tasks inside Podio without Globiflow?
Yes, you can use Zapier, Make.com, or even custom code for specific cases — though Globiflow is very powerful for internal workflows.
2. What’s the difference between Podio automation and integration?
Automation is about actions within Podio (e.g., sending emails, updating fields). Integration connects Podio with other apps (e.g., Google Sheets, QuickBooks).
3. How long does automation setup take?
It depends on complexity. Simple automations can take a few hours. Full systems may require a week or more.
4. Can you work with our existing setup?
Absolutely. We audit what you have and then build on top — or fix what’s broken.
5. Do I need to know how to use Globiflow or Zapier?
Nope. We build it for you, and train you on how it works (if needed).
6. Is this a one-time service or ongoing?
It can be either. Many clients start with a one-time build, then move into monthly support for updates and expansions.
7. Will automation break if something changes in Podio?
If you change app structures, yes — but we build with flexibility in mind and can fix quickly if needed.
8. Do you offer support after automation is delivered?
Yes, we offer support packages for monitoring, tweaking, or expanding your workflows.
9. Do you offer white-label automation for agencies?
Yes. We work with agencies and consultants needing backend Podio automation help.
10. Can you automate billing, invoicing, or document generation?
Yes — we’ve built full systems for accounting, proposals, contracts, and more.
Ready to Automate & Scale Your Business with Podio?
We’ll show you what’s possible — and then build it for you.
