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GlobiFlow for Podio
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Review

GlobiFlow for Podio

Overview
Synopsis

With GlobiFlow for Podio, you can automate key tasks and set up triggers for essential time-sensitive actions. GlobiFlow is so comprehensive that you are able to turn Podio into a much more sophisticated, dynamic, business management system.

Category

Business Intelligence Software

Features

•Workflow Builder
•Send Emails
•Third Party Integration
•Trigger on Dates or Changes
•Create or Update Podio Items
•Assign Tasks & Send Messages
•Send & Receive Emails & Texts
•Generate PDF's
•Insert Visual Charts & Graphs

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

GlobiFlow for Podio

What is best?

•Third Party Integration
•Trigger on Dates or Changes
•Create or Update Podio Items
•Assign Tasks & Send Messages
•Send & Receive Emails & Texts

What are the benefits?

• Send emails
• Send sms texts
• Automate processes
• Easily turn any app into a data feed
• Boost productivity

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.8
8.4
Features & Functionality
8.6
8.4
Advanced Features
8.7
7.5
Integration
8.6
8.1
Performance
8.8
8.2
Customer Support
8.7
6.3
Implementation
8.1
Renew & Recommend
8.3
Bottom Line

GlobiFlow for Podio create workflows to automatically create or update records, assign tasks, and send customized email notifications to customers when records are updated according to your business rules.

8.7
Editor Rating
7.9
Aggregated User Rating
4 ratings
You have rated this

GlobiFlow for Podio provides workflow automation and data visualization. This enables users to work on other important things since GlobiFlow for Podio not only can boost productivity of the whole team but also automates almost everything that is needed within the Podio Account.

This includes, Trigger on Dates or Changes, Assign Tasks & Send Messages, Generate PDF's, Insert Visual Charts & Graphs and much more. Save time and money by automating key tasks that can benefit all users in managing the business data. By creating workflows, users can create, update records, assign tasks and even customized email notifications or alerts.

To make sure that everyone is well informed, GlobiFlow for Podio will send a notification whenever a record in Podio is updated and violates business rules, at the same time, it would also trigger workflows when some records exceed their targeted dates on the account. Users will then be able to make sure that no opportunity is missed which makes them on top of everything.

Know what is going on with the business with GlobiFlow for Podio by visualizing information through charts and graphs which can be accessed on any workspace or apps coming from different reports. To add better visualization, convert any report widget into a chart or graph, including bar charts, line graphs, pie charts, gauges and more. Embed any Podio Item or App Table View directly on your website. With GlobiFlow for Podio’s third party Integrations, the users can save any generated PDF to a ShareFile account, or send it to a contact via RightSignature account for a legally binding e-signature.

You may like to read: Top Free, Premium & Open Source Workflow Automation Software and How to Select the Best Workflow Automation Software for Your Business

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2 Reviews
  • Henry
    June 8, 2017 at 6:39 pm

    Powerful Workflow Automation and Data Visualization for Citrix Podio. Get visual feedback in realtime.

    Company size

    Medium (50 to 1000)

    User Role

    Executive

    User Industry

    Manufacturing

    Rating
    Ease of use8.4

    Features & Functionality8

    With GlobiFlow for Podio, you can automate key tasks and set up triggers for essential time-sensitive actions. GlobiFlow is so comprehensive that you are able to turn Podio into a much more sophisticated, dynamic, business management system. You can generate PDF documents on the fly using your Podio data.

    Advanced Features8.4

    Integration8

    Training 8

    Customer Support8

    Implementation8

    ADDITIONAL INFORMATION
    Boost productivity and save man hours by automating pretty much anything you can think of in your Podio account.

  • Taylor
    September 14, 2017 at 11:29 am

    Enables users to design their workflows based on specific business processes

    Company size

    Medium (50 to 1000)

    User Role

    Consultant

    User Industry

    Entertainment

    Rating
    Ease of use8.3

    Features & Functionality8.4

    Advanced Features8.2

    Integration8.2

    Performance8.2

    Implementation8.2

    ADDITIONAL INFORMATION
    GlobiFlow’s workflow builder enables users to design their workflows based on specific business processes. Each workflow has a Trigger, Filter, and Action. Users can trigger workflows when items are created or updated in Podio, and filter on field values and other conditions. Each workflow can perform a variety of actions, including creating new items, updating items, assigning tasks, sending emails, etc. GlobiFlow features date triggers: not only can users design workflows based on activity within Podio apps, but also on item date fields, like due dates, follow-up dates, etc. Date-based workflows are triggered every day and users can act on those items whose date fields match their predefined conditions. GlobiFlow allows users to generate PDF documents on the go using Podio data, and users can attach them to the current Podio Item. These PDF’s can also then be attached to emails in email actions to send to customers. They are useful to generate invoices, purchase orders, contracts, and any other thing. GlobiFlow also allows users to send rich text emails to external contacts.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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