GlobiFlow for Podio

GlobiFlow for Podio

Workflow Automation & Data Visualization for Citrix Podio™

4.7/5 (51 reviews)

GlobiFlow for Podio Overview

If you've been using Podio for any length of time, you've no doubt fallen in love with it. The power of Podio comes from it's amazing flexibility. You can easily get started and evolve your Apps and Workspaces iteratively over time – something I've never been able to do in the adoption of any other platform.

Peter Parker's uncle told him, “with great power comes great responsibility”. Well, in the case of Podio, a corollary would be “with great flexibility come many wishes for extra features”.

One of the biggest things we wanted to achieve in our own organization was to automate as much as possible within Podio. It started with simple things like when an item is created to assign a task, or to send an email when a project went over-budget, but it soon mushroomed into a flexible Podio Workflow Automation system in it's own right.

It's called GlobiFlow, and has made Podio an even stronger work platform.

The possibilities are almost endless with what you can achieve with GlobiFlow for Podio. You can define flows to trigger when certain events take place, specify under which conditions (filters) they should execute, and define any number of actions to perform.

Flows can be triggered by day or date, or when a Podio Item is created or updated. They can also be triggered by other flows, so you can daisy-chain them together for even more complex scenarios.

Flow actions can update items, create new items, assign tasks, send emails, perform complex math, follow linked items, and create app references. For one client, we have even put together a complete business process management system using only Podio and GlobiFlow.

What started out as an automation system also soon became a policing system. Since Podio is sometimes looser on permissions than managers like, many of our clients use GlobiFlow for Podio to send alerts and assign tasks if people do things they shouldn't.

Alan Maxwell, CEO of String® gave us this great compliment:
“If Podio is Lego, you've just built Lego Technic.“

And that pretty much sums it up. It's actually quite difficult to explain and express just how powerful GlobiFlow for Podio really is. If you have a few more minutes to spare, why don't you pop by our video blog and check out some of the video examples of GlobiFlow for Podio in action.

Pricing

Starting from
US$9,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Germany, Latin America and 3 others, Mexico, United Kingdom, United States

Supported Languages

English

GlobiFlow for Podio Reviews

Overall rating
4.7/5
98% positive reviews
37
Excellent
13
Very good
1
Average
0
Poor
0
Terrible
David D.

Podio is incomplete without GlobiFlow

Reviewed on 2015/08/18
Review Source

When we started to use Podio, we considered adding GlobiFlow but figured we'd probably be able to do everything we wanted with Podio's built-in worklflow editor. This couldn't have been further from reality. In fact, we don't even bother with Podio's built-in workflow engine because it's just easier to do it all in GlobiFlow.

We have 72 active flows at the moment, and we add news one all the time, as we discover new things we can do. The simple fact is: If it were not for GlobiFlow, Podio wouldn't even be an option for us.

Pros

After a minor learning curve, GloboFlow becomes as intuitive to use as Podio. Between workflows that involve Podio, Zaper, GlobiFlow and ItDuzzIt, GlobiFlow is by far the most reliable and offers the best UX. (Zapier is pretty nice, but it lacks GlobiFlow's "Refresh from Podio" option, which is handy when you're changing app structure to fit the requirements of your flows.)

The GlobiFlow support team is also fantastic. They're very quick to respond and, when they do, they provide helpful info, often with screenshots of configurations that would otherwise by tough to explain with words. Virtually every time I've contacted them, it was either something I was doing wrong or something I didn't know how to do. I haven't' yet stumbled on an actual bug.

I once reported what I thought was something that was hindering usability. I got en emaIl back within a few hours from the lead developer, saying he agreed and he had fixed it. And this was on a Sunday!

The "Calc" type of filter and action uses PHP notation to get things done. This might scare off some at first, but it's actually a wonderful thing. You can pull cope snippets from the Web and do lots of things that would otherwise be impossible using the GUI. It's also handy for forcing order-of-precedence for test conditions, which is something not possible with just AND/OR joning of conditions. Finally, this is your best friend if you want to use variables in your flows.

As I mentioned, Podio would be on no use to use without GlobiFlow. Anyone who plans to use Podio for anything other than the absolute basics, should get to know GlobiFlow. (ANd if you're using the free edition of Podio and you think you'll love the "advanced" workflow editor you get when you start paying, don't get your hopes up. GlobiFlow is by far better than the "advanced" Podio editor.)

Cons

GlobiFlow has a lot of documentation, but it's structured more in example form than in reference form. I would prefer a searchable reference that was structured more like conventional technical documentation. (That said, it's far more useful than the discussion thread sort of documentation Podio offers.)

You can't copy and paste action blocks between flows. In some cases, this wouldn't make sense because of field differences, but it could often be helpful. Likewise, when you change a trigger type for a copied flow, the field value assignments are removed. I would prefer they stay as is, so long as a field of the same name can be found. (This is the case if you copy apps and copy workflows.) But I guess these are all based on IDs rather than names, so that's likely not so easy.

GlobiFlow offers a "drop though" sort of metaphor, meaning that execution starts at the top of your flow and works downward. There is a "Sanity Check" action, which is basically an "if" conditional to execute a block of steps. But there is no way to branch based something like a Switch statement. That would be handy.

Overall, the strengths of GlobiFlow (including the people at the company) far outweigh any weaknesses.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Anyone that uses podio can use globiflor

Used Daily for 2+ years
Reviewed on 2019/04/15
Review Source: Capterra

Pros

Globiflow takes the foundation of Podio and adds a multitude of options to otherwise restrictive system. Easy low code input allows users to formulate calculations with some ease. Workflows to create new items or update items not in the same app becomes simplified and possible. The help tools are crucial to users that may not be incredibly well versed in code so that most technically savvy persons in our company can follow along and contribute to how these new implementations will need to work

Cons

There are still a lot of issues with the software even with this enhancement. It would be great if they would allow the users to see the charts and graphs that will be made as they manipulate the data sets that they want rather than having to go back into podio and create test data in order to see what the system is reading in your workflows. The issue with having to delay or wait to trigger another workflow is tedious and does not always work. With Podio and Citrix having maintenance issues it can become cumbersome to double check and verify that the workflows are actually working as they are supposed to. Especially since the more complex ones do not happen in real time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Globiflow is essential to Podio

Used Daily for 2+ years
Reviewed on 2016/10/29
Review Source

Globiflow is the engine that makes Podio run. Podio by itself is a useful and easy to use platform for creating just about anything. Globiflow is the workflow backend that allows power users to automate their workflow to an almost unlimited extent.

I can't recommend it enough to get the most out of the Podio platform

Pros

-unlimited flexibility to automate anything
-great customer service and a very active user forum
-seamless integration with Podio
-great value for the price

Cons

Although there is a lot of documentation on how to build what they call "workflows" - there is a learning curve for those of us without technical programming backgrounds.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mike D.

GlobiFlow can run your business for you

Used Daily for 1+ year
Reviewed on 2018/05/04
Review Source

Pros

Globiflow can change the way you manage your time and your business. Automating simple tasks such as emails and reminders is almost comically easy using GlobiFlow. An example: We use Globiflow to review driving certifications (we have over 200 drivers on staff). If a driver has a cert expiring, we send them reminder emails multiple months in advance. They then can submit their new cert through a webform, and Globiflow updates all of their information. This used to be done manually. Overall, Globiflow has saved us 100s of hours through workflows such as this.

Cons

Actual Globiflow-provided customer support is limited (although the user-run forum is plenty helpful with many active members). Knowledge of PHP is necessary for more advanced flows. PHP itself is a bit of a silly coding language, though nowhere near as terrible as folks say it is.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Liz W.

Globiflow is critical for us to manage the literally thousands of pages of QC documents we deal with

Used Daily for 2+ years
Reviewed on 2018/10/09
Review Source

Pros

Time/date based triggers have enabled us to automatically send email renewal requests to vendors when documents are expiring. We are an SQF, organic, gluten-free, vegan, Non-GMO, and kosher food processor. We literally manage thousands of pages of documents every to comply with all of our various certifications. Prior to Globiflow, we were doing this manually using excel which was the mess you would expect. Globiflow has enabled us to scale our business much more efficiently.

Cons

Globiflow used to be a stand-alone software program that was a lot less expensive than it is now that Podio requires upgraded licenses to access program.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10

GlobiFlow for Podio Pricing

Starting from
US$9,00/month
Pricing options
Free Trial
Subscription
Value for money

Pricing is based on the number of Flows or Recipes you define, and the total number of actions performed every month.

GlobiFlow for Podio Features


  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Communication Management
  • Customizable Branding
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • SSL Security
  • Search Functionality
  • Third Party Integration

Additional information for GlobiFlow for Podio

Key features of GlobiFlow for Podio

  • Automate your Processes
  • Police your Data
  • Visualize your Data

Benefits

Create workflows to automatically create or update records, assign tasks, and send customized email notifications to customers when records are updated according to your business rules.

Get notifications when any record in Podio is updated and violates your business rules, and trigger workflows when time-sensitive records reach or exceed their target dates.

Get visual feedback by turning any report into a graph or chart to display in any workspace or app, or even in specific items if want a dashboard app right inside Podio.

GlobiFlow for Podio FAQs

Below are some frequently asked questions for GlobiFlow for Podio.

Q. What type of pricing plans does GlobiFlow for Podio offer?

GlobiFlow for Podio offers the following pricing plans:

Starting from: US$9,00/month

Pricing model: Subscription

Free Trial: Available

Pricing is based on the number of Flows or Recipes you define, and the total number of actions performed every month.

Q. What are the main features of GlobiFlow for Podio?

GlobiFlow for Podio offers the following features:

  • Automate your Processes
  • Police your Data
  • Visualize your Data

Q. Who are the typical users of GlobiFlow for Podio?

GlobiFlow for Podio has the following typical customers:

Freelancers, Mid Size Business, Small Business

Q. What languages does GlobiFlow for Podio support?

GlobiFlow for Podio supports the following languages:

English

Q. What type of pricing plans does GlobiFlow for Podio offer?

GlobiFlow for Podio has the following pricing plans:

Subscription

Q. Does GlobiFlow for Podio support mobile devices?

We do not have any information about what devices GlobiFlow for Podio supports

Q. What other apps does GlobiFlow for Podio integrate with?

GlobiFlow for Podio integrates with the following applications:

Podio, RightSignature, ShareFile, iDeals Virtual Data Room

Q. What level of support does GlobiFlow for Podio offer?

GlobiFlow for Podio offers the following support options:

FAQs, Forum, Online Support