InvestorLift integration with Podio
How to Create Podio items for new InvestorLift leads.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Podio items for new InvestorLift leads." and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate InvestorLift integrations
InvestorLift actions
Nekton can use any feature that is available in InvestorLift API.
Using our advanced AI, you can easily create custom automations for InvestorLift.
Here are some typical actions you can do in your automated workflows.
Post Lead
Creates a Lead in InvestorLift.
New Buyer
Triggers when there's a new Buyer.
New Offer
Triggers when there's a new Offer.
Update Lead
Triggers when Lead updated.
New Lead
Triggers when there's a new Lead.
Offer Accepted
Triggers when Offer Accepted.
About InvestorLift
InvestorLift's software powers the most profitable real estate investing businesses in America.