Hey everyone! I’m trying to streamline my project management process by connecting Trello and Podio through Zapier. I’ve got most of it set up, but I’m stuck on one thing. Does anyone know how to update a Podio field value based on a Trello trigger?
For example, I want to change a status field in Podio from ‘Idea’ to ‘Decided’ when something happens in Trello. I’ve looked through the Zapier options, but I can’t seem to find this specific action.
Has anyone done something similar or have any tips on how to make this work? I’d really appreciate any help or advice you can offer. Thanks in advance!
I’ve tackled a similar challenge in my work, and I found a workaround that might help you out. Instead of directly updating the Podio field from Trello, I set up an intermediate step using Google Sheets.
Create a Zap that triggers when your Trello action occurs.
Have that Zap update a row in Google Sheets with the new status.
Set up another Zap that watches for changes in that specific Google Sheet.
When a change is detected, use the ‘Update Item’ action in Podio to modify the status field.
This method gives you more flexibility and allows for more complex logic if needed. It also helps circumvent some of the limitations I’ve encountered with direct Trello-to-Podio updates.
Remember to set up proper error handling and notifications to catch any hiccups in the process. It took some trial and error, but once set up, it’s been running smoothly for months now.
I’ve implemented a similar workflow, and here’s what worked for me:
Use Zapier’s ‘Update Item’ action for Podio as Claire29 suggested. It’s crucial to ensure your Trello board has a custom field that corresponds to your Podio status field. This allows for a more seamless mapping.
In the Zap setup, choose your Trello trigger (e.g., ‘Card Moved to List’). Then, for the Podio action, select ‘Update Item’ and map the appropriate fields. You’ll need to use Zapier’s built-in functions to transform the Trello data if necessary.
One caveat: sometimes the Podio API can be finicky. If you encounter issues, try using Zapier’s ‘Formatter’ step between Trello and Podio to ensure data compatibility.
Lastly, thoroughly test your Zap with various scenarios to ensure reliability in your workflow.
hey sky24, ive done something similar before. try using the ‘update item’ action in zapier for podio. you can select the specific field you wanna change and map it to the trello trigger. might need to play around with custom fields in trello to get it just right. goodluck!