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.

Notify clients via Podium, and update records in Zapier Tables