Plezi + Podia

Create or update Plezi contacts when someone leaves communities in Podia

Stay connected with your community members in Podia even after they leave. Whenever someone exits your community, this workflow ensures their details are promptly added or updated in Plezi. Saving you time on data entry, it provides a seamless method to manage your contacts across both platforms. Enhance your interactions and ensure no one falls through the cracks with this efficient workflow.

When this happens...
Someone Leaves Community
Triggers when a community member cancels their plan.
TriggerInstant
automatically do this!
Create or Update Contact
Creates or updates a contact.
ActionWrite

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Supported triggers and actions

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
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- Tag
Trigger
Instant
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Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
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- EmailRequired
- Notify customerRequired
- Cancel subscription at the end of current periodRequired
Action
Write
- Tag
- EmailRequired
- First name
- Last name
- Full name
Action
Write

- WaitlistRequired
- EmailRequired
- First name
- Last name
- Full name
Action
Write
- Attribute
Trigger
Polling
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- Contact StatusRequired
- All Contacts
Trigger
Polling
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- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
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- Waitlist
Trigger
Instant
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Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
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- ProductRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- PlanRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- ContentRequired
Trigger
Polling
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- Score ThresholdRequired
- Attribute Value Format
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Option: Keep multiple select values
- Initial Source
- Source
Action
Write