GlobiFlow for Podio

Workflow Automation & Data Visualization for Citrix Podio™

About GlobiFlow for Podio

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.

Key benefits of GlobiFlow for Podio

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.

Devices

Business size

S M L

Markets

Australia, Canada, Germany, United Kingdom, Mexico, United States

Supported Languages

English

Images

Project is now Due
Lead converts to a Sale
Charts & Graphs
Workspace Overview
View 5 more
GlobiFlow for Podio video
GlobiFlow for Podio screenshot: Project is now Due GlobiFlow for Podio screenshot: Lead converts to a Sale GlobiFlow for Podio screenshot: Charts & Graphs GlobiFlow for Podio screenshot: Workspace Overview

Features

Total features of GlobiFlow for Podio: 5

  • Alerts/Notifications
  • Business Process Automation
  • Charting
  • Task Management
  • Workflow Configuration

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Reviews

Overall rating

4,7 /5
(55)
Value for Money
4,8/5
Features
4,5/5
Ease of Use
4,3/5
Customer Support
4,3/5

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Showing 5 reviews of 55
David D.
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Podio is incomplete without GlobiFlow

Reviewed on 2015/08/18

When we started to use Podio, we considered adding GlobiFlow but figured we'd probably be able to...

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.

Glenn D.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Quick builds of powerful workflows

Reviewed on 2020/04/24

Our implementation has been a complete success. We have built around 1,100 flows. Even though it...

Our implementation has been a complete success. We have built around 1,100 flows. Even though it seems like a lot to sort through, Globiflow is well-organized and simple, so it is very easy to navigate.

Pros

What I absolutely love most is how quickly you can build an automated workflow as a user of Citrix Podio & ShareFile. This is the product that makes Podio worth paying for.

Globiflow & Podio are integrated with ShareFile so you can build flows to create items/tasks, share, move files, share ShareFile files via email, etc. Also, open API & webhooks are available to build upon even more.

Some of the features you'll be able to take advantage of with minimal programming experience would otherwise cost thousands on dollars in billable/staff hours.

Cons

There is a maximum number of times a flow can run which is fairly low. However, there are plenty of work-arounds with a little research, ingenuity & creativity.

Some of Globiflow's instructional resources (especially PHP) are limited and should have a lot more searchable content than they do. If you don't know PHP and plan to use Globiflow, you will survive. Just be prepared to learn it using publications outside of Globiflow's available resources.

Sometimes Globiflow support isn't very helpful and only refers you to the same limited resources mentioned above. Most communications received from them have been very generic and "bot-like."

Globiflow support has also misled our staff a few times with "no it can't do that" when the possibility is there.

Globiflow needs to work more with ShareFile workflows & request lists

Bulk insert of rows to Podio apps should be an option through Globiflow.

Jim C.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Review Source

Overall rating

Reviewed on 2019/03/03

Mike D.
Overall rating
  • Industry: Higher Education
  • Company size: 1 001-5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

GlobiFlow can run your business for you

Reviewed on 2018/05/04

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.

Jacob L.
Overall rating
  • Industry: Government Administration
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

I highly recommend this product

Reviewed on 2020/08/25

I love it

I love it

Pros

Versatile flows and automations - Perfect companion to Podio

Cons

You need to understand by yourself what this product can. I miss more toturials.

Showing 5 reviews of 55 Read all reviews

GlobiFlow for Podio FAQs

Below are some frequently asked questions for GlobiFlow for Podio.

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.

We do not have any information about GlobiFlow for Podio features

GlobiFlow for Podio has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

GlobiFlow for Podio supports the following languages:

English

GlobiFlow for Podio supports the following devices:

GlobiFlow for Podio integrates with the following applications:

Podio, RightSignature, ShareFile

GlobiFlow for Podio offers the following support options:

Email/Help Desk, FAQs/Forum, Chat

Related categories

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