Integrate Podio with Cascade to bring visibility on your key project management metrics. With this integration, you can automatically update your actions in Cascade, and report accurate progress on your strategic objectives.
This connection is enabled through Zapier. Eliminate the need to go back and forth between Cascade and your Podio accounts.
Remember that the steps in this article provide a general guideline, and the specific steps and details may vary based on the features and capabilities provided by Podio and Cascade at the time of your integration. Please reach out to us for assistance if you are looking to connect Podio with Cascade and create an automated workflow.
If you're looking for more possibilities from an integration with Podio, our "Enterprise+" subscription now includes custom integration options. This allows for a tailored approach to meet specific needs, enhancing the functionality and efficiency of your strategic planning within Cascade. If you are interested in a more bespoke integration with Podio, please get in touch and we can explore your options further.
Prerequisites:
Before you establish the connection, it is important that these prerequisites are met:
Cascade:
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A ‘Paid’ tier account in Cascade to access Zapier connections.
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An Action that is associated with your 'Objective' in the plan that you created in Cascade, and want to link to your Podio tasks.
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The tracking type of the action is set as Zapier, with the initial and target values defined.
Zapier:
A valid Zapier account.
Podio:
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A valid Podio account.
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An item or activity in Podio that has the action’s data point (that needs to be updated in Cascade).
How to automate workflow between Podio and Cascade?
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Log into your Zapier account.
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Click + Create Zap or My Zaps from the left navigation pane to either create a new zap from scratch or to use a pre-made zap.
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Choose Podio as the Trigger App.
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Select the specific trigger event, such as "Item updated" or any other event that you want to use as a trigger.
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Connect your Podio account to Zapier by providing the necessary authorization.
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Perform a test to ensure that Zapier can trigger based on the selected Podio event.
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Choose Cascade as the Action App.
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Select the specific action event, such as "Update Action’s current progress" or any other action you want to perform in Cascade.
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Connect your Cascade account to Zapier by providing the necessary authorization.
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Map the data fields from Podio to corresponding fields in Cascade.
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Perform a test to ensure that Zapier can send data from Podio to Cascade successfully.
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Once both the trigger and action steps are configured and tested successfully, turn on your Zap. This will make it live and start automating the data transfer between Podio and Cascade.
To understand the different triggers from Podio, troubleshooting, and other related help information with the Podio- Zapier workflows, please search for "Podio" in the Zapier Help Center.
Custom integration with Podio:
Once we have access to Podio, we can develop a custom integration tailored to specific needs. This can include:
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Custom fields in Cascade for details like Column names and Task IDs from Podio.
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Depending on the use case, a new "Cascade ID" column might be required in your Podio Tasks or Projects, linked to your corresponding Cascade item ID.
Once this dynamic integration is set up, we can automatically sync data between Podio and Cascade. Also, with Podio's rich API offering, we'll be able to access any data within the tool. Some use cases are:
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Update Cascade with the progress of tasks or projects from Podio.
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Convert tasks or items from Podio into actionable checklists in Cascade.
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Import key data like project progress or other project metrics from Podio into Cascade.
Reach out to us and we can leverage the API to match endless possibilities of syncing data between Podio and Cascade.
FAQs
My test with Zapier was unsuccessful. How should I proceed?
You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.
There is a connection error with Zapier.
Start a new zap connection and redo the steps.
"404 or Troubleshoot" error.
Please check if you've a measure created in Cascade with Zapier chosen as Tracking. Create a new zap, and redo the steps. If the issue persists, please contact us.
I've completed all the steps, and yet the Publish to Zap is disabled. Why?
Look out for 
against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.