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Users have found a wide range of applications for GlobiFlow in various sectors, demonstrating the product's versatility and effectiveness. …
Overview
What is GlobiFlow for Podio?
GlobiFlow for Podio is a workflow automation and data visualization tool designed specifically for Citrix Podio™. According to the vendor, this solution offers features that can streamline processes and enhance productivity for businesses of any size that utilize Citrix Podio™. Professionals from various...
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What is GlobiFlow for Podio?
GlobiFlow for Podio is a workflow automation and data visualization solution for Citrix Podio.
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://www.globiflow.com/plans.php
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is GlobiFlow for Podio?
GlobiFlow for Podio is a workflow automation and data visualization tool designed specifically for Citrix Podio™. According to the vendor, this solution offers features that can streamline processes and enhance productivity for businesses of any size that utilize Citrix Podio™. Professionals from various industries, including project management, accounting & finance, sales & marketing (CRM), human resources, and operations, may find value in the automation capabilities and data visualization offered by GlobiFlow for Podio.
Key Features
Workflow Builder: According to the vendor, users can design and customize workflows based on specific business processes, triggering actions such as creating new items, updating items, assigning tasks, and sending emails.
Date Triggers: Users can create workflows based on item date fields, such as due dates or follow-up dates, to automatically perform actions on items that match predefined conditions, as stated by the vendor.
Generate PDF's: The vendor claims that users can generate professional PDF documents using Podio data, attaching them to the current Podio item or sending them via email to customers. This feature can be useful for generating invoices, purchase orders, contracts, and more.
Send Emails: According to the vendor, users can easily send rich text emails to external contacts as an action from any flow, utilizing the email editor to customize emails with data from Podio items. Replies to emails can trigger additional flows for further actions.
Send SMS Texts: Users can send SMS texts to mobile phones as an action from any flow, including Podio data in the text messages, as stated by the vendor. Replies to texts can also trigger additional flows for further actions.
3rd-Party Integrations: The vendor claims that GlobiFlow for Podio seamlessly integrates with other applications, such as saving generated PDFs to a ShareFile account or sending PDFs to contacts via RightSignature for e-signatures.
Embed in Website: According to the vendor, users can embed Podio items or app table views directly on websites, allowing visitors to click through to item detail views. This feature enables the use of Podio as a website content management system (CMS).
Image Charts: Users can convert report widgets into visually appealing charts or graphs, easily inserting them into workspaces, app image widgets, or app item image fields, as claimed by the vendor. This feature enables the creation of informative dashboard apps within Podio.
Intelligent Email Buttons: According to the vendor, users can insert buttons and links into emails that execute flows and display messages when clicked. This feature enables the daisy-chaining of message pages for multiple selections and actions.
Data Feeds: The vendor states that users can transform any app into a data feed in JSON or XML format, facilitating third-party integrations with specific filtering conditions.
GlobiFlow for Podio Features
- Supported: Automate Business Processes in Podio
- Supported: Enforce Data Compliance
- Supported: Visualize your Podio Data
GlobiFlow for Podio Screenshots
GlobiFlow for Podio Video
GlobiFlow for Podio Integrations
GlobiFlow for Podio Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Users have found a wide range of applications for GlobiFlow in various sectors, demonstrating the product's versatility and effectiveness. By automating processes such as data transfer, task creation, email functionality, HR solutions management, event RSVPs, and document management, users have been able to streamline their operations and save valuable time. According to user feedback, automation of recurring work orders has become easier and less time-consuming with the use of GlobiFlow. The seamless integration with Podio allows users to automatically assign tasks to colleagues in an efficient manner, enhancing collaboration and workflow efficiency. Additionally, users have reported significant time savings by automating daily tasks like emails and mathematical equations using GlobiFlow. The product has also proven valuable in enhancing the efficiency and productivity of Podio by enabling the creation of form letters, automatic database updates, and integration with other tools like Zapier. With the combination of Podio and GlobiFlow, users have obtained a customizable CRM solution that effectively manages leads, appointments, emails, and client-related information. By leveraging GlobiFlow's capabilities, users have been able to automate reminders, notifications, and emails to ensure compliance and prevent manual errors. The time-saving benefits of the product are particularly noteworthy as it automates tedious and repetitive functions performed on a daily or weekly basis. Users have found value in using GlobiFlow for project management and CRM tools by effectively tracking client projects, storing sales-related notes, and providing easy access to client information for project managers. One of the key advantages of GlobiFlow is its ability to digitize and automate tasks that were previously done manually, maximizing the potential of Podio and ShareFile for enhanced productivity and efficiency.
Highly Customizable and Flexible: Many users have expressed that GlobiFlow is highly customizable and flexible, allowing them to auto-manage any process in Podio. Some reviewers mentioned that it can be used to manage just about any system imaginable within Podio, making it a versatile tool for businesses.
Vast Scope of Possibilities: Reviewers have highlighted the vast scope of possibilities with GlobiFlow, indicating that it provides a good combination of intermediate and advanced functionality depending on the user's level. This broad range of capabilities makes it suitable for various business needs and allows users to create complex workflows tailored to their specific requirements.
Quick Implementation: Several users have praised the quick implementation of workflows in GlobiFlow, suggesting that it is a time-efficient solution. The ability to easily set up automated processes without extensive coding or technical knowledge saves valuable time for users, enabling them to streamline their operations effectively.
Outdated User Interface: Several users have mentioned that the user interface, or UI, of GlobiFlow appears dated and could benefit from updating. They suggest a more modern design to enhance the overall user experience.
Complexity in Workflow Setup: Some reviewers have found the process of setting up workflows in GlobiFlow to be complex and time-consuming. They mention that it takes some time to get used to, especially when responsibilities shift within an organization. Simplifying the setup process and providing clearer instructions could improve usability.
Need for Improved Documentation and Onboarding: A common complaint among users is the lack of comprehensive documentation and onboarding resources for GlobiFlow. New users find it challenging to navigate through the software due to a steep learning curve, particularly when modifying documents or previewing PDFs directly within the tool. Enhancing document management features and providing better educational materials would greatly assist new users in getting started with GlobiFlow.
Users have made several recommendations based on their experiences with Podio and Globiflow. These recommendations include:
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It is important to read the entire text box before connecting data points in Podio to save time. Users advise being thorough with the initial automation setup and suggest watching helpful videos and reading forums to overcome the learning curve of using Globiflow.
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Users recommend putting the trial through some sample processes to test its capabilities. They also emphasize that having knowledge of PHP is beneficial for fully utilizing Globiflow's features.
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Users strongly recommend using Globiflow for automation with Podio, as it enhances the platform's functionalities by providing tasks and reminders beyond the basics. They consider it a must-have for Podio users and appreciate the support provided by its user forums.
In addition to these recommendations, users also suggest being clear on what changes can and cannot be made in Podio to avoid breaking Globiflows. They further advise hiring a consultant for the design and implementation of Podio and Globiflow to ensure smooth integration and optimal performance.
Reviews
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January 30, 2018
Use GlobiFlow to take your Podio and Sharefile to the next level
GlobiFlow helps us automate many tasks. It is being used across our agency to assist with requests for time off, acceptance of documents and applications, and to prompt future tasks. GlobiFlow makes it possible for us to digitize and automate things we were doing by hand before. It especially helps us use Podio and ShareFile to their greatest potential.
- GlobiFlow allows one event to prompt a task or notification automatically, which greatly improves workflows and internal communications.
- GlobiFlow makes it possible to automate some interactions we have with people outside the agency, for example, responding immediately to an application when it is received, creating a ShareFile folder to collect submitted documents all in one secure location, etc.
- GlobiFlow suggests new ways of setting up workflows that makes us think through and improve our processes.
- GlobiFlow helps us keep track of events in new and improved ways. For example, when a leave request is approved GlobiFlow automates the process for putting that date on an agency-wide calendar.
- There is a steep learning curve for your typical PC user. I've used GlobiFlow for over a year but there are many things I still don't understand about it. The help pages are somewhat helpful, but there is a whole vocabulary associated with GlobiFlow that is a bit mysterious at the front end.
- Any limitations in Podio are repeated in GlobiFlow.
- Setting up processes in GlobiFlow is somewhat complicated, which makes it a little tedious when employees change and responsibilities shift, as they often do in a growing organization. Naming your processes well is important so you can go back and find places where changes need to be made.
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- GlobiFlow saves time once you get it up and running.
- GlobiFlow improves internal communication and cross-agency collaboration.
- GlobiFlow helps us communicate with external clients and applicants in a more efficient and professional manner.
We acquired GlobiFlow at the same time that we GlobiFlow Podio and ShareFile. GlobiFlow helped us use both Podio and ShareFile more efficiently. Podio has an internal automation function that performs some of the same tasks as GlobiFlow but is far more limited, which is why we decided to go ahead and learn how to implement GlobiFlow.