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Implement a payment form in Podio using Globiflow and Jotform
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Running a Flow in Podio every Week
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Running a Flow in Podio every Week
We are wanting to set up a flow that runs from a Podio App on a weekly basis. For example: A daily email is sent to the Accounting Manager. This email should include Items from the Invoices App that are ageing at 30 days or greater. We would also like to include a link to the specific Podio item for quick viewing.
Flows that run By Day or Date are not linked to an App and said items cannot be used in the actions. The Collector Get Referenced is not available in these flows and there are no drop down token fields to select. However, there is way around this.
The following information explains how to create daily reports from a Podio App.
Solution Explained
In the Podio App that will be used to trigger the flow, modify the template and add a Date field. Set this date on the item for the date of the first email to be sent (This will only need to be done once).
This Date field will be used to trigger a flow that will send the email as well as update this date field to the next scheduled email date.
- Create a New Flow on Date Field
- Select the newly created Date field as the trigger filter and make it equal to the current date.
- Add Collector to Get Referenced Item and trace your App references.
- Add Action to Send Email while using the token selector to add in any referenced field data.
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Add Action to Update Item and configure to update this triggering Date field to the next scheduled email date.
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