Podio
Connect Podio to Klipfolio Klips and build a real-time dashboard that tracks your team's projects, tasks, and contacts automatically.
Track all your Podio KPIs in one place
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Tracking too many projects across too many tabs is how important work gets missed. Connect Podio to Klipfolio Klips and pull your work management data into a single, real-time dashboard your whole team can act on.
How to connect Podio to Klipfolio
Podio connects to Klipfolio using OAuth authentication. The setup takes about four steps.
- Go to your data sources, click Create a New Data Source, and select Podio from the Connector Gallery.
- Click Create a custom Podio data source, then select Connect an account. You'll be redirected to Podio to enter your credentials and log in.
- Write your query URL using the Podio API documentation or the examples below. Set Data Format to JSON and Method to GET, then click Get data.
- Confirm the data looks correct, name your data source, set a refresh schedule, and click Save.
Sample query URLs:
- Contacts:
https://api.podio.com/contact
- Tasks:
https://api.podio.com/task?completed=false&org=123456
- App items:
https://api.podio.com/item/app/12345678?limit=500
Note: Podio returns a maximum of 500 records per query. To retrieve more, use the
parameter (e.g.,offset
). For datasets beyond 500 records, pagination is required.&offset=500&limit=200
View the step-by-step setup guide
How to build a Podio dashboard
There are two ways to build dashboards using Podio data in Klipfolio.
Pre-built data requests: Select pre-built Podio queries directly from the Connector Gallery. These pull in common data sets — contacts, tasks, and app items — without any configuration.
Custom data requests: Write your own Podio API queries in the Connector Gallery to pull in exactly the data your team tracks.
Both methods give you the same outcome: live Podio data feeding into a dashboard you control.
Top reasons to use Klipfolio for Podio dashboards
- Real-time visibility across projects: Your dashboard refreshes automatically, so your team always sees current task status and workload without manual exports.
- Centralized reporting: Combine Podio data with metrics from other tools — finance, CRM, marketing — in one place instead of switching between apps.
- Flexible layouts: Build dashboards tailored to your team's workflow using 30+ visualization types and Excel-like formulas for custom calculations.
- Controlled distribution: Share dashboards with specific team members, display them on office screens in TV mode, or send scheduled PDF reports — without giving everyone access to the underlying data.
- Scalable data handling: Retrieve up to 500 records per query, with pagination support for larger datasets, so your dashboard grows with your project volume.
What Klipfolio adds to your Podio workflow
| What you do in Podio | What Klipfolio adds |
|---|---|
| Manually export task lists to review progress | Automated dashboards that update on a set refresh schedule |
| Check project status inside Podio's interface | A shared view your whole team can see at a glance |
| Track one workspace at a time | Combined reporting across multiple apps and workspaces |
| Build reports manually for stakeholders | Scheduled PDF or email reports delivered automatically |
Stop piecing together project updates manually. Connect Podio to Klipfolio and start reporting in real time.
Use the Connector Gallery to create a custom Podio dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Podio account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Podio data with other relevant data to create your custom dashboard.
Learn more about working with the Podio API and how you can start building your own Podio queries in Klipfolio.
