Notify clients via Podium, and update records in Zapier Tables
Notify clients via Podium, and update records in Zapier Tables
Initiate client communication by sending a message through Podium when a button is clicked in Zapier Tables. Update the client record with the current timestamp to ensure accurate tracking of financial planning sessions.
Zap details:
Overview
Initiate client communication by sending a message through Podium when a button is clicked in Zapier Tables. Update the client record with the current timestamp to ensure accurate tracking of financial planning sessions.