ChargeOver + Podio
Create Podio items for new ChargeOver customers
Easily streamline your customer management and task assignment with this efficient workflow. Whenever you gain a new customer in ChargeOver, an item will be created in Podio, saving you time and ensuring every new client is accounted for. Experience smoother operations by integrating ChargeOver's customer tracking with Podio's project management capabilities. This automatic process will keep your records updated, improving your team's productivity and customer service performance.
Easily streamline your customer management and task assignment with this efficient workflow. Whenever you gain a new customer in ChargeOver, an item will be created in Podio, saving you time and ensuring every new client is accounted for. Experience smoother operations by integrating ChargeOver's customer tracking with Podio's project management capabilities. This automatic process will keep your records updated, improving your team's productivity and customer service performance.
- When this happens...New Customer
Triggers when a new customer is added to ChargeOver.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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New Contact
Triggers when a new contact is added to ChargeOver.
Try ItNew Customer
Triggers when a new customer is added to ChargeOver.
Try ItNew Invoice
Triggers when a new Invoice is added to ChargeOver.
Try ItNew Item (Product, Discount)
Triggers when a new item (product, discount) is added to ChargeOver.
Try It
