Leap CRM + Podium

Send messages in Podium when new customers are added in Leap CRM

This workflow begins when a new customer is added inside Leap CRM, leading to a message being sent in the Podium app. This setup enhances customer service by promptly communicating with the newest members of your user base, ensuring they feel noticed and involved immediately after sign-up. Boost your brand's efficiency and communication prowess with this simple, customer-centric automation.

When this happens...
New Customer
New Customer from jobprogress
TriggerPolling
automatically do this!
Send Message
Send a Message.
ActionWrite

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Supported triggers and actions

New Customer
New Customer from jobprogress
Trigger
Polling
Try It
- Lead Id
- Job Id / Job Number (8888-9999-01)
- Documents ListRequired
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
- Salesman / Customer Rep
- Job Rep / Estimator
- Job Description
- Referral
Action
Write
- 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
- LocationRequired
- Invoice UidRequired
- NoteRequired
Action
Write

- Data Feed UidRequired
- LocationRequired
- Custom
Action
Write
- LocationRequired
- InvoiceRequired
- Note
- ReasonRequired
- AmountRequired
- Payment Unique IdentiferRequired
Action
Write

New Lead
New Lead from JobProgress
Trigger
Polling
Try It
- IDRequired
- First NameRequired
- Last Name
- PhoneRequired
- EmailRequired
- Company Name
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Lead IdRequired
- Value
- Latitude
- Longitude
- Address
- City
- House Number
- Street
- Zip Code
- State
- Country
- Company
- Documents List
- First NameRequired
- Last Name
- EmailRequired
- Phone
Action
Write
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
- Account Uid
- Messenger ChannelRequired
- Customer NameRequired
- Invoice Number
- AmountRequired
- Description
- LocationRequired
- Card Reader
Action
Write
- Data Feed UidRequired
- Number of EventsRequired
Action
Write
- BodyRequired
- Messenger ChannelRequired
- Channel TypeRequired
- Contact Name
- LocationRequired
- Sender Name
- Subject
Action
Write