Connect Podio with Zapier

You connect Scratcher to Podio through Zapier. A Zap takes every new lead from your Scratcher campaign and creates an item in a Podio app, for example a leads app or a prize shipping app.

What you need

• A Zapier account. The free plan works for a simple Zap.
• A Podio user who is a regular member or admin of the workspace. Light members can't create items in all apps.
• A Podio app in the workspace with fields for the data, for example email, phone and text fields.
• A Scratcher plan with integrations, and a campaign with at least one lead to test with.

Step 1: Connect Scratcher to Zapier

If you haven't done it yet, follow Connect 8,000+ apps with Zapier: in Scratcher go to Settings > Integrations > Zapier and click Set up on Zapier.

Step 2: Set up the trigger

1. In Zapier, click Create and choose Zaps.
2. As the trigger, choose Scratcher and the trigger for new leads.
3. Connect your Scratcher account, choose the campaign and click Test trigger.

Step 3: Add the Podio action

1. Add the action step and choose Podio.
2. As the action event, choose the one that creates an item.
3. Connect your account: log in to Podio and click to grant access.
4. Choose the Organization, the Workspace and the App.

Step 4: Map the fields

• Each field in the Podio app shows as a field in Zapier. Map the email to the email field and the phone number to the phone field.
• Map names, answers, the sign-up date and the prize to the matching text, date and category fields.
• Category fields need an option that already exists in the app.

Step 5: Test and publish

1. Click Test step, and check the new item in Podio. Delete it afterwards.
2. Click Publish to turn the Zap on.

Only create items for some leads

Add a Filter by Zapier step after the trigger (a paid Zapier plan). For example, only continue when your marketing permission is true, or when a prize name exists.

Troubleshooting

• Look at the Zap history in Zapier for each run and Podio's error message.
• A field is missing in Zapier: add it to the app in Podio, then click Refresh fields in the Zap.
• The app isn't in the list: the Podio user who connected Zapier isn't a member of the workspace.