Podio
Podio email integration
A Podio item can be created straight from your inbox. Forward the email to ForwardThis, name the app, and the values are matched to that app's own field labels, with category options, money and linked items resolved against the real field rather than guessed.
Setup in 30 seconds.
How it works
Connect Podio
Create a free account and connect Podio. It takes about 30 seconds, and you only do it once.
Forward an email
Forward any email to your ForwardThis address along with your instructions. One email can ask for several things at once.
Done.
ForwardThis replies when it's done, with a short summary and links to what it made, and an undo button if something doesn't look right.
Just forward it
to do@forwardthis.io
Fwd: New enquiry - gym refit quote
Add this to the Leads app in Podio - company Morris Fitness, status New - and add a task in Asana for me to call them back tomorrow.
---------- Forwarded message ----------
Hi - we're refitting our Leeds gym in November and would like a quote for the full floor. Could someone call me this week?
Added a lead to Leads
Morris Fitness, status New
Call Morris Fitness re: refit quote
Due tomorrow
Undo available for 24 hours if something does not look right.
Some other examples
- “Update the Morris Fitness lead in the Leads app - set the status to Won.”
- “Add this reply as a comment on the Riverside refit item in Projects.”
- “Which items in the Leads app mention gym equipment?”
Everything ForwardThis can do in Podio
Find pages
Find your Podio apps
Look up records
Find items in an app
Read a record
Read an item
Add CRM record
Add an item to an app
Update CRM record
Update an item
Add note
Comment on an item
Create task
Add a task to an item
Update task
Change or complete a task
Look up tasks
Look up tasks
Attach file
Attach the email's file to an item
Try it with a real email.
Forward any email to the address below to see what ForwardThis can do. No signup required.
Occasional product emails may follow.
Why you need ForwardThis
Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.
Questions
- How does the Podio email integration work?
- Forward the email to your ForwardThis address with a simple instruction saying which app it belongs in and what to do, like "add this to the Leads app - company Morris Fitness, status New". ForwardThis adds the item with those fields filled in and replies to confirm. The first time, you'll need a free account with Podio connected, which takes about 30 seconds. Sending an email to Podio has a page of its own.
- Can I create a Podio item from an email?
- Yes. Forward the email, name the app, and give the field values you want - ForwardThis matches them to the app's own field labels, so "status Won" lands in your Status field as the real Won option. It replies to confirm, and undo works for 24 hours.
- Do I have to set anything up first?
- Connect Podio once - it takes about 30 seconds - and you're done. There's nothing else to set up: each email you forward says what should happen to it.
- Can it fill in my app's fields?
- Text, number, category and date fields, matched to the labels your app already uses. Category values are matched to the field's real options, and where a field or an option does not exist, it tells you what the app actually has instead of guessing. Money, contact and relationship fields aren't filled from email, because those need more than loose text.
- What if it adds something to the wrong app?
- The confirmation email includes an undo that works for 24 hours - a new item is removed, and an edit is put back exactly as it was. If someone on your team has changed the item again in the meantime, undo leaves their work alone and tells you so.
- How is this different from Podio's own email-to-app feature?
- Podio gives each app its own hidden email address, and whatever you send becomes one new item holding the raw email - if that's all you need, it works well. ForwardThis uses one address for every app, fills in the fields from your instruction, and can update an existing item, add a comment or find something instead of only creating. It can also do the follow-up work in your other apps, like creating the task to deal with it.
- Does it work with Gmail and Outlook?
- Yes. Forwarding an email is the whole integration, so it works the same from Gmail, Outlook or anything else that sends email - there's no separate Gmail integration or Outlook integration to install, and nothing changes when you switch email apps.