Create onboarding task lists for new customers
When a new customer signs up in Epos Now, automatically create an onboarding task in Podio so team members can kick off setup.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Podio Explore Podio →
TriggersFires when a new task or card is created in Podio.
Fires when a task in Podio is marked complete.
Fires when a task's due date in Podio is coming up.
Fires when a comment is added to a task in Podio.
Creates a new task in Podio.
Updates a task's status or assignee in Podio.
Posts a comment on a task in Podio.
Moves a task in Podio to a different board or list.
Epos Now Explore Epos Now →
TriggersFires when a new customer is created in Epos Now.
Fires when a subscription is canceled in Epos Now.
Fires when a new invoice is generated in Epos Now.
Fires when a payment attempt fails in Epos Now.
Creates a new customer in Epos Now.
Creates a new subscription in Epos Now.
Cancels an existing subscription in Epos Now.
Updates a customer's billing details in Epos Now.
More Podio + Epos Now workflows
Alert team members on payment failures
When a payment fails in Epos Now, automatically add an urgent comment to the customer's account task in Podio for account management intervention.
See details
Update customer records when onboarding tasks complete
When an account setup task is marked complete in Podio, automatically update the customer status in Epos Now to mark onboarding as finished.
See details
See all Podio + Epos Now integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create onboarding task lists for new customers” between Podio and Epos Now?
Yes — describe it in the box above and Knit's Integrations Agent researches Podio and Epos Now's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How can Podio and Epos Now streamline client onboarding?
When a new subscription or customer is created in Epos Now, Podio can automatically create task lists to kick off technical setup and client onboarding.
Can payment issues in Epos Now flag team members in Podio?
Yes, if a payment fails in Epos Now, an urgent comment or task update can automatically be added in Podio so account managers can follow up immediately.