P
Podio - Create PDF, Word, Excel Documents
Podio connects with Documentero to turn your project data, tasks, and contacts into ready-to-use documents. With triggers like new tasks, items, or comments in Podio, you can automatically create PDFs, Word files, or spreadsheets based on your own templates. This helps teams quickly generate reports, agreements, or updates without manual copy-paste work. The integration works through API, Make, or Zapier for flexible setup.
Podio
Documentero
Triggers
Watch organizations — Triggers when a new organization is created.
Watch workspaces — Triggers when a new workspace is created.
Watch contacts — Triggers when a new contact is created.
Watch tasks — Triggers when a new task is created.
Watch comments — Triggers when a new comment is created.
Watch apps — Triggers when a new application is created.
Watch items — Triggers when a new item is created or existing item is updated.
Watch views — Triggers when a new view is created.
Watch notifications — Triggers when a new notification is created.
Watch files — Triggers when a new file is added.
Watch events — Triggers as soon as a new event occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Podio using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Podio using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Podio tasks
Create Word contracts from new Podio contacts
Export Podio workspace data into Excel spreadsheets
Generate project update documents from Podio items
Create meeting agendas from Podio events
Automatically build client proposals from Podio apps
Export Podio comments into formatted Word documents
Create task summary PDFs from Podio notifications
Generate onboarding checklists from new Podio organizations
Export Podio file uploads into structured PDF catalogs
How you can use Podio + Documentero
Project Status Reports
Whenever a new item is updated in Podio, Documentero can generate a PDF report that summarizes the latest project details.
Client Onboarding Packets
When a new contact is added in Podio, Documentero automatically creates a customized onboarding document in .docx format.
Task Assignment Sheets
Each time a new task is created in Podio, Documentero produces a formatted task sheet in PDF for easy distribution.
Meeting Summaries
When a new event is logged in Podio, Documentero generates a meeting summary document based on a predefined template.
Workspace File Exports
As new files are added in Podio workspaces, Documentero can compile them into an organized .xlsx index file.
Setup Guides
Zapier Tutorial: Integrate Podio with Documentero
- Create a new Zap in Zapier.
- Add Podio to the zap and choose one of the triggers (Watch organizations, Watch workspaces, Watch contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Podio trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Podio with Documentero
- Create a new scenario in Make.
- Add Podio to the scenario and choose one of the triggers (Watch organizations, Watch workspaces, Watch contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Podio trigger.
- Run or schedule your scenario and verify the output.
