Podio

Add Podio Workflow Automation (PWA) Custom HTML Button(s) to Emails/PDFs

Use the Da Button Factory with Variable Calc to create custom buttons to embed in emails or PDFs in PWA.

Variable Structure

'<a href="'.LINK TO EXTERNAL LINK.'"><img src="DABUTTON LINK"></a>'
<!--NeedCopy-->

Steps

  1. Use a free service like www.dabuttonfactory.com to construct your HTML button(s) and get embeddable link(s).
    • Save the link(s) to either a note or in a “settings” app that the Podio item can search and see.
  2. Create “External Link” workflow for every button that will have an action.
    1. For example, if you need just one button in an email or PDF to see status on link page, build one “External Link” flow. If you have two buttons in an email (say “approve/deny” you would need two link flows, one for each).
    2. Each “External Link” flow will by default contain a “display message on web page” action that will appear when your button is clicked. In addition to the web page display, you can also update the related Podio item and trigger other flows.
  3. Create your workflow that will contain button(s).
    • This could be part of any number of workflow trigger types, however buttons are typically used in email actions and sometimes create PDF actions.
      1. In this example we’ll use an approval flow that generates an email with two buttons (approve/decline buttons).
      2. Create two variables in PWA, one for each button (approve/decline in this example). PWA Custom HTML 1
      3. In each variable, we’ll combine the token for the External Link flow(s) created in step 2, with the embeddable HTML code for the button. PWA Custom HTML 2
      4. Once we have both variables constructed, we can add those variable tokens to our email action. PWA Custom HTML 3
      5. You can use the Preview function to see how the email will look against any existing item in the corresponding Podio App. PWA Custom HTML 4
Add Podio Workflow Automation (PWA) Custom HTML Button(s) to Emails/PDFs