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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from CaratIQ.

Add your action

An action happens after the trigger—such as "Cancel an Invoice" in Podium.

You’re connected!

Zapier seamlessly connects CaratIQ and Podium, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when there's a new activity.
Trigger
Polling
Try It
New Deals
Triggers when there's a new deal.
Trigger
Polling
Try It
New Products
Triggers when there's a new product.
Trigger
Polling
Try It
- Titile
  Required
- Description
- Notes
- Due Date
  Required
- Type
  Required
- Priority
- Assignees Emails
  Required
- Contact Email
- Company Email
Action
Write
- Deal Name
  Required
- Contact Email
- Company Email
- Budget
  Required
- Start Date
- Notes
- Products
- Stage
Action
Write

- Name
  Required
- SKU
  Required
- Description
  Required
- Default Price
  Required
- Serial Number
  Required
- ISBN
- Brand
  Required
- Product Type
  Required
- Ecommerce Name
- Note
- Appraisal Description
- Ecommerce Description
- Retail Price Multiplier
- Whole Sale Multiplier
- UPC
- MPN
- EAN
- Parts Warranty
- Labor Warranty
- Expiry Date
- Model
- Custom Fields
- Height
- Width
- Unit
- Length
- Metal Type
- Material Grade Type
- Type
- Quantity
- Shape
- Clarity
- Cut
- Origin
- Report Number
- Issued Date
- Fluorescence
- Stone Description
- Measurements
- Depth
- Table
- Inscription
- Tone
- Intensity
- Transparency
- Setting Material
- Setting Material Grade
- Setting Name
- Color Enhancement
- Clarity Enhancement
- Cut Style Crown
- Cut Style Pavilion
- Treatment
- Grading Report By
- Polish
- Symmetry
- Geographic
- Stone Shape
- Girdle Thickness
- Girdle Finish
- Fluorescence Long
- Fluorescence Short
- Fluorescence Long Hue
- Fluorescence Short Hue
- Setting Family
- Weight Value
- Weight Unit
- Diamond Color
- Color Dominant
- Color Dominant To
- Color Intensity
- Color Intensity To
- Color Secondary
- Color Secondary To
Action
Write
- Order ID
  Required
- Status
Action
Write

- Email
- Id
Action
Search
- Order Id
- Id
Action
Search
- Business Location Id
- Id
Action
Search
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
Try It
New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
Try It
- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
Action
Write

New Customers
Triggers when there's a new customer.
Trigger
Polling
Try It
- status
- Type
Trigger
Polling
Try It
New Stores
Triggers when there's a new store.
Trigger
Polling
Try It
- Name
  Required
- Email
  Required
- Phone Number
  Required
- Birthday Date
- Anniversary Date
- Gender
- Contact Source
  Required
- Notes
- Custom Fields
- Job Title
- Street
- Street2
- City
- State
- Country
- Postal Code
Action
Write
- CaratIQ Product Id
- Quantity
  Required
- Price
  Required
- Tax Names
- Tax Percentages
- Product SKU
- Note
- Layaway Order
  Required
- Full Name
  Required
- Email
  Required
- Address
  Required
- Order Type
- Business Location Id
Action
Write
- Name
  Required
- Email
  Required
- Phone Number
  Required
- Birthday Date
- Anniversary Date
- Gender
- Contact Source
  Required
- Notes
- Custom Fields
- Job Title
- Street
- City
- State
- Country
- Postal Code
Action
Write
- Id
Action
Search
- Id
Action
Search
- Product Id
- Id
- SKU
Action
Search
- Status
Trigger
Polling
Try It
New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
Polling
Try It
New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
Polling
Try It
- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write
- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write
- Location
  Required
- Invoice
  Required
- Note
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect CaratIQ and Podium to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your CaratIQ to Podium integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CaratIQ

CaratIQ is a Jewelry Store Business Management Software

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Related categories

eCommerce

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

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