Plumsail Documents + Podium Integrations
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Option to only trigger for campaigns of a certain status. If left blank, any new campaign will trigger the Zap.
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.Try ItTriggerScheduled
Triggers when a customer submits a review for your business from a Podium review invite.Try ItTriggerScheduled
Triggers when a new invoice is created.Try ItTriggerScheduled
New Refunded Invoice
Triggers when there is a refund on an invoice.Try ItTriggerScheduled
New Review Invite
Triggers when a new review invite is created.Try ItTriggerScheduled
How to connect Plumsail Documents + Podium
- Step 1: Authenticate Plumsail Documents and Podium.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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