Linking CommCare to Podio using Zapier for new forms and updates to forms

Users
1

Hi All,

I have been able to link my CommCare Surveys to Podio using Zapier so
whenever I submit a survey entry a corresponding record is automatically
created in one of my Podio apps. However, I have not been able to find a
way to update data in CommCare and have it update automatically in Podio as
well. Does anyone have suggestions for how to better integrate these
systems?

Thanks for your help,
Alex

2

https://lh3.googleusercontent.com/-hss2cKs4tDw/WedhkvfHlUI/AAAAAAAAAKs/WjuzpuCuJNcb3ZeSGJ4f369XOvxfDkAdQCLcBGAs/s1600/CommCarePodio.PNG
Picture of the current Zap I'm using

··· On Wednesday, October 18, 2017 at 10:09:47 AM UTC-4, ambron...@gmail.com wrote: > > Hi All, > > I have been able to link my CommCare Surveys to Podio using Zapier so > whenever I submit a survey entry a corresponding record is automatically > created in one of my Podio apps. However, I have not been able to find a > way to update data in CommCare and have it update automatically in Podio as > well. Does anyone have suggestions for how to better integrate these > systems? > > > Thanks for your help, > Alex >
3

Hi Alex,

I'm not too familiar with Podio, but at a high level here's what I'd
recommend:

  1. My guess is you'll want to use the "Update Item" action in Podio.
  2. My guess is that you'll also need to have a Podio ID available in order
    to use that action.
  3. To accomplish this from the zap, you'll have to store your Podio ID
    inside an associated CommCare case, and then pull from this value in the
    CommCare trigger to link it to the Podio Item that you want to update.
  4. The only way to accomplish 3 would be to manually save the Podio ID into
    the case from within your CommCare app. So this would need to be a manual
    step that someone takes after the initial item creation in Podio,
    unfortunately.

Cory

··· On Wed, Oct 18, 2017 at 4:13 PM, wrote:

https://lh3.googleusercontent.com/-hss2cKs4tDw/WedhkvfHlUI/AAAAAAAAAKs/WjuzpuCuJNcb3ZeSGJ4f369XOvxfDkAdQCLcBGAs/s1600/CommCarePodio.PNG
Picture of the current Zap I'm using

On Wednesday, October 18, 2017 at 10:09:47 AM UTC-4, ambron...@gmail.com wrote:

Hi All,

I have been able to link my CommCare Surveys to Podio using Zapier so
whenever I submit a survey entry a corresponding record is automatically
created in one of my Podio apps. However, I have not been able to find a
way to update data in CommCare and have it update automatically in Podio as
well. Does anyone have suggestions for how to better integrate these
systems?

Thanks for your help,
Alex

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