Podio App Market

Request List

Streamline the collection of data and files from clients

Built especially for accounting and bookkeeping use cases, the App Pack is a fully-functional and extensible system for streamlining the collection of files and data from clients.

For more information on this App Pack, please see this article on the Podio Help Centre

Note that this pack is built with Podio, Podio Workflow Automation, and MomentumTools Dynamic Forms (a popular Podio extension). ShareFile integration is included but not required.

This pack requires Podio Premium with Podio Workflow Automation (formerly known as “Globiflow”). To install the flows included with this pack, you will need to refresh within your Podio Workflow Automation (PWA) console. Note that you must refresh PWA after installing the app pack, and before making any modifications to any app in the pack. If you make any changes to apps before refreshing in PWA, the flows for that app will not install.

If you have installed this pack into a workspace that is within a Podio organization on Podio Free, Podio Basic, or Podio Advanced, you must upgrade your Podio organization to Podio Premium first, and then reinstall the app pack.

Created by

Podio App Team

52 packs in App Market.

View company profile
  1. Rating:
  2. Business Function: Sales & CRM
  3. Industry Sector: Financial services & Accounting
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Apps in this pack

  1. Request Contacts

    This is a database of clients and their contact information
    More info

  2. Requests

    This app organizes requests for clients
    More info

  3. Request Details_2

    This app is the full list of requested items and their status
    More info

Additional features with this pack

  • Tiles

    Pre-created tiles give an overview of your app's data

  • Filters

    Recommended filters to browse app data

  • Webform

    Populate your app via a form on a public website