Turn incoming email into a Podio item you can work
Podio runs your workspace and its workflows. Parseur decides what enters it. Parseur reads each incoming email, extracts the values that matter, and creates the Podio task or app item through Zapier with its fields already set. Podio's own email address gives you an item containing an email, which is not the same thing.
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Leads and enquiries
Parseur pulls contact details and the request out of enquiry emails so each Podio item carries the customer's details in their own fields.
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Job and service requests
Parseur extracts the reference, site, and requested date from request emails and sets them as the item's fields, so scheduling views are right from the start.
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Orders and invoices
Parseur reads order and invoice emails including PDF attachments and creates one item per document with amounts and dates in place.
How the Podio integration works
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1. Create your Parseur mailbox
- Sign up and get a dedicated email address where your documents land.
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2. Forward your emails
- Send emails manually or set up auto forwarding so every new one arrives on its own.
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3. AI extracts the data
- Parseur reads each email and pulls out the fields you need as structured data.
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4. Data lands in Podio
- Zapier picks up the parsed data and sends it to Podio in real time.
What is Parseur?
Parseur is a powerful document processing software to extract text from emails, PDFs and documents and automate your workflow. All Parseur features.
What is Podio?
Citrix Podio is a cloud-based tool where you can set up workspaces among your team members. It is a social collaboration tool to better organize and run your projects effectively.
What is Zapier?
Zapier is a cloud automation tool that connects apps together. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.
Trusted for email-driven workspaces in production
BuildYourBnB, a short-term rental business hosting over 10,000 guests per year, uses Parseur with Zapier to turn platform emails into structured records and notifications across its tools automatically. It is the same pattern this Podio integration follows, with a workspace as the destination.
- Guests hosted per year on Parseur-powered workflows
- 10,000+
- Documents processed by Parseur since 2016
- 100M+
- Parseur rating on Capterra and GetApp
- 5/5
Podio has many functionalities such as workflow management, project management, and CRM as well. Podio CRM is widely used among brokers, realtors, and agents for their smooth-running processes.
Integrating Podio with Parseur will only add value to your business processes!
Let's take the case where you receive hundreds of emails from suppliers, customers, and lead generation platforms daily. Of course, you are using Podio to specifically assign tasks to your team. However, you still need to sort out your emails and extract relevant information to be able to add them to Podio. This process takes time especially if you are a real estate agent who needs to get back to his clients quickly to close the deal.
Integrating Parseur with Podio
What if you had an email parsing tool that automatically extracts data from your emails and exports those parsed email data to Podio as well?
Sounds too good to be true? This is what Parseur does as a powerful email parsing tool!
With the integration of Parseur, you can be sure to save countless hours of manual work and scale your business through workflow automation.
How to get started?
Step 1: Create your account and mailbox on Parseur
Parseur comes with ready-to-use mailbox types for Real Estate, Job Search, Food Ordering, or Google alerts. Depending on which industry you are in, select from the options below to create your Parseur mailbox.
Step 2: Forward the lead email to your Parseur mailbox
Once your mailbox has been created, you will receive an email address to forward your emails to.
The email will arrive in your mailbox within seconds.
You can also set up an auto-forwarding rule to your Parseur mailbox so that you don't have to send those emails manually.
Step 3: AI will easily extract the lead data
You just have to highlight the specific information that you need and create data fields for them.
Your parsed results will appear like this:
Step 4: Create task from parsed email data in Podio
The extracted data can be downloaded in CSV and MS Excel, and exported to any application of your choice using Zapier.
Click on Download / Export, Zapier and create zap
You will be redirected to your Zapier account where you will have to log in with your credentials.
It's time to create your Zap!
Choose Parseur as the app, and the trigger event.
Zapier will ask you to sign in to your Parseur account where you can choose the mailbox.
Zapier will retrieve the extracted data from the Parseur mailbox.
You will have to sign in to your Podio account. Put the action event as create task
You will be able to choose from the extracted data to fill in as per the screenshot below:
Once you're done, send a test to Podio via Zapier!
Don't forget to turn the Zap on!
With zero human intervention, you will be able to automate your project management workflow. The extracted data from email attachments are sent to Podio in real-time.
