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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. 

Try our booking form

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.

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 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. 

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 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. 

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To avoid wrong data input I have disabled the name and e-mail fields.

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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.

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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:  

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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:

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 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!

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