Use case: Podio form to update existing items
On this blog post we want to put the spotlight on a very popular use case:
Your customer wants to submit a webform and later view or update his data.
You can image that there are plenty of real-life examples for this use case: From submitting time sheets and support tickets to updating booking requests and personal info. The good news is that you can build a solution for each of these examples without having to write a single line of code! To achieve this you can make use of the 3 following features:
- Update existing Podio items with Dynamic Forms
- Create multiple forms for the same Podio app with Dynamic Forms
- Send automated e-mails with a unique link via Globiflow
We will explain you how to achieve by using a real-life example: You own a restaurant and people can submit a booking request via a webform on your website. You want them to send a summary e-mail where they can see their booking details and update or cancel their request. In 4 easy steps we will explain you how you can build this using Podio, Globiflow and Dynamic Forms.
Create the Podio app
The first step is to create a Podio app to register your bookings. For this example I've added the followiing fields: Name, e-mail, date with time, number of persons, vegetarian restrictions.
Build a 1st webform
After the Podio app is created, we will create the first webform. This is the webform that will be shown on your website.
Build a 2nd webform
Now we want to create a second webform which will be sent be sent to the customer after his first submission. Simply clone the first webform to create the second one.
To avoid wrong data input I have disabled the name and e-mail fields.
I have also changed the submit button to "Change booking" and added a hyperlink to cancel the booking.
Set up the Globiflow workflow
In the last step we will add a Globiflow workfow to automatically send an e-mail to the customer. Log in to Globfilow and add a new flow that triggers when a new booking is created.
In this e-mail we want to add a link to update an existing Podio item. We can do this by adding "&item_id=<Podio External ID" to the share link of the second webform:
And that's it! If a customer now submits the first webform, he will automatically receive an e-mail with a link to update his booking:
So many possibilities!
This powerful combination of Podio, Globiflow and Dynamic Forms opens a whole new world of possibilities. Here are some more real-life examples to inspire you:
- Leads can safe their form and complete the form later
- Employees can submit and view their timesheets
- A customer fills in his e-mail in a short webform and receives access to his complete profile via e-mail
Excited to try it out? Click on the link below to start your free trial today!