---
title: "Connect Podio to Easybizy - APIANT.ai"
description: "When \"Item Updated\" fires in Podio, your agent runs \"Add catalog item\" in Easybizy."
canonical: "https://apiant.ai/connect/podio-to-easybizy"
---

# Connect Podio to Easybizy

When **Item Updated** fires in [Podio](https://apiant.ai/connections/podio), your agent runs **Add catalog item** in [Easybizy](https://apiant.ai/connections/easybizy). Describe the whole flow and it is built, tested on every scenario and kept running.

Podio **8** triggers Podio **14** actions Easybizy **19** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Podio and Easybizy to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Podio can start in Easybizy

- When **Item Updated** in Podio then **Add catalog item** in Easybizy
- When **New Activity** in Podio then **Add activity to customer** in Easybizy

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Podio and Easybizy

## Triggers and actions 8 triggers · 33 actions

- Trigger

**Item Updated**

Fires when an item in the chosen Podio app is created or edited (each new item revision).

- Trigger

**New Activity**

Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream.

- Trigger

**New Application**

Fires when a new Podio app becomes available to the connected user.

- Trigger

**New Item**

Triggers when you add a new item, record or entry to an app (standard or custom).

- Trigger

**New Organization**

Triggers when you add a new organization.

- Trigger

**New Task**

Triggers when you add a new task.

- Trigger

**New View**

Fires when a new view is created on a Podio app.

- Trigger

**New Workspace**

Fires when a new workspace appears among the workspaces you are a member of, across all your organizations.

- Action

**Add comment**

Add a comment to an object (item, task, status).

- Action

**Attach File**

Upload a file to Podio and attach it to an item, task, comment, or status message.

- Action

**Create Item**

Create a new item, record or entry inside an app (standard or custom).

- Action

**Create Status**

Add a status update to a workspace stream.

- Action

**Create Task**

Create a new task.

- Action

**Delete item**

Delete an item.

- Action

**Find Item**

Find an item by title in an app.

- Action

**Get app**

Get an app definition including fields.

- Action

**Get item**

Get an item by id.

- Action

**Get Status**

Returns a status message posted to a workspace, with its text and author.

- Action

**Get task**

Get a task by id.

- Action

**List items**

List items in an app with paging/sort.

- Action

**Update Item**

Update an item, record or entry inside an app (standard or custom).

- Action

**Update task**

Update a task's text, due date, responsible etc.

- Action

**Add activity to customer**

Adds an activity note to a customer in Easybizy, shown in the app like a note added there.

- Action

**Add appointment**

Books an appointment for an existing customer from an availability option previously returned by Easybizy's availability search. Returns the booking status, any payment link, and every appointment the booking created.

- Action

**Add catalog item**

Creates a new catalog item in Easybizy — either a service or a product — and returns the created item.

- Action

**Add customer**

Creates a new customer in Easybizy with their contact details, tags and marketing consent.

- Action

**Create Lead**

Creates a new lead in Easybizy, or adds the details to an existing lead with the same mobile number. Returns the lead's id.

- Action

**Delete customer**

Deletes (deactivates) a customer in Easybizy by its id.

- Action

**Delete lead**

Deletes (deactivates) an existing lead in Easybizy.

- Action

**Get catalog item**

Returns one catalog item (a product or a service) by its type and id.

- Action

**Get customer**

Returns a single Easybizy customer by id, including contact details, punchcards, loyalty points and balance.

- Action

**Get invoice**

Returns an invoice, receipt or partial tax invoice by its type and id, including its line items, payments and customer.

- Action

**Get lead**

Returns a single Easybizy lead by its id, including contact details, status and tags.

- Action

**List appointments**

Returns the appointments scheduled in a date range of up to 21 days, optionally narrowed to one customer, employee, appointment or cancelled bookings.

- Action

**List catalog items**

Returns the business's catalog items (products and services), optionally filtered by type or a search term.

- Action

**List customers**

Returns the business's customers, optionally filtered, searched and sorted.

- Action

**List leads**

Returns leads in your Easybizy account, optionally filtered, searched and sorted.

- Action

**Send WhatsApp message**

Sends a free-form WhatsApp message (text, or an uploaded file) to a customer, optionally with reply buttons or a link button. Requires an open 24-hour service window with that customer.

- Action

**Send WhatsApp template message**

Sends an approved WhatsApp template message to a customer by phone number or Easybizy customer id, creating the conversation if needed.

- Action

**Update customer**

Updates only the fields you provide on an existing Easybizy customer.

- Action

**Update lead**

Updates only the fields you provide on an existing Easybizy lead.

## Each app on its own

- [ **Podio** Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in...](https://apiant.ai/connections/podio)
- [ **Easybizy** Easybizy is a system to manage appointments, patient records, billing and payments, automated reminders, and...](https://apiant.ai/connections/easybizy)

Reviews

## What our customers say

## More from Podio

- [ **Podio to GNews** Search for news from various sources](https://apiant.ai/connect/podio-to-gnews)
- [ **Podio to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/podio-to-postman)
- [ **Podio to The Muse** Job board and company profiles](https://apiant.ai/connect/podio-to-the-muse)
- [ **Podio to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/podio-to-salesforce)
- [ **Podio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/podio-to-slack)
- [ **Podio to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/podio-to-stripe)

## More into Easybizy

- [ **HubSpot to Easybizy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-easybizy)
- [ **Salesforce to Easybizy** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-easybizy)
- [ **Slack to Easybizy** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-easybizy)
- [ **Google Sheets to Easybizy** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-easybizy)
- [ **Gmail to Easybizy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-easybizy)
- [ **Google Calendar to Easybizy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-easybizy)

Questions

## Podio and Easybizy, answered

###

### What can start an automation from Podio?

Any of Podio's 8 triggers in the catalog, including Item Updated, New Activity, New Application and New Item. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Easybizy when something happens in Podio?

Any of Easybizy's 19 actions, including Create Lead, Send WhatsApp message, Send WhatsApp template message and Update customer. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Easybizy to Podio?

Easybizy has no triggers in the catalog today, so automations start in Podio. If you need the other direction, ask: your agent reads Easybizy's API documentation and adds it.

###

### Do I have to build a connector for Podio or Easybizy?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Podio and Easybizy without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
