How to Send Bookly Data to Podio

Podio is a project management tool for organizing work and collaborating. Here is how to pipe Bookly appointment straight into Podio using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to project management. No task meter, no monthly bill.

What you will need

• A WordPress site with Bookly installed and configured.
• A Podio account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Podio to AFI

Podio uses OAuth 2.0 for authentication. In AFI → Settings → Podio, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Bookly to Podio.

2. Pick your trigger

Select Bookly as the form provider. AFI fires when an appointment is booked, giving you access to customer name, email, phone, service name, staff member, appointment date, and time.

3. Select Podio as the destination

Choose Podio from the platform dropdown and pick Add Item. This creates an item in a Podio app.

4. Map fields

Match each Podio field on the left to the corresponding Bookly field on the right. Common mappings include customer name, email, phone, service name, staff member, appointment date, and time. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Bookly. Check Podio to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps title and description to Podio with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Bookly events trigger the integration?

AFI fires when an appointment is booked. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

Yes. Create a separate integration for each destination, and every record flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect Bookly to Podio in minutes.