Podium by Maxmel Tech

podium is an ai powered lead generation and management platform that centralizes and automates customer interactions across multiple channels integrating with make com enables businesses to automate workflows, streamline lead handling, and enhance customer engagement using podium's ai tools this is ai generated content based on official podium documentation the content may still contain errors—please verify important information if you have questions, contact podium directly how to get support on podium podium is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=podium\&app slug=podium community\&app unique id=podium 4o1zhi requirements to use the podium app in make, you must have an active podium account and an api key, create your account on podium app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect podium and {{product name}} to get started, you must first create a connection between podium and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer portal create a new app provide the required information for your app, including redirect uri and requested scopes after submitting the information, note the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=podium\&app slug=podium community\&app unique id=podium 4o1zhi create the connection in {{product name}} log in in your make account , add the podium module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your podium or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page podium modules after connecting to the podium app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an invoice cancels a specific invoice using the provided invoice id, ensuring that the selected invoice is voided and no longer considered valid create a campaign creates a brand new campaign in the selected service, allowing you to launch and manage your marketing or outreach efforts directly from the platform create a contact adds a new contact to the selected system, allowing you to store and manage their details for future communication or reference create a message for a campaign creates and sends a message as part of a selected campaign, allowing you to communicate directly with your target audience within that campaign create a refund initiates a refund process for a specific transaction, allowing you to return funds to your customer create a response for a review allows you to write and send a reply to a review, making it easy to respond to feedback and communicate directly with the person who left the review create a review invite sends an invitation to a customer, asking them to leave a review for a specific product or service create an appointment schedules a new appointment by adding all the details you provide, such as date, time, and other relevant information create an invoice generates a new invoice using the information you provide, such as customer details, items, amounts, and other relevant data delete a campaign permanently removes a selected campaign from your account, ensuring it is no longer accessible or active in the system delete a contact permanently removes a selected contact from your account, ensuring that the contact is no longer stored or accessible within the service get campaigns fetches a complete list of all campaigns currently available in the system, allowing you to view and manage your campaign data easily get contacts retrieves a complete list of all your contacts, allowing you to view and manage everyone stored in your account get conversations fetches a complete list of all conversations stored in the service, allowing you to view and manage every conversation available get invoices retrieves a complete list of all your invoices, allowing you to view and manage your billing records in one place get products fetches a complete list of all products available in your store, allowing you to view and manage your entire product catalog get review invites fetches a complete list of all review invitations from the service, allowing you to view every invite that has been sent out get review responses fetches all responses to reviews from the service, allowing you to see every reply made to customer reviews get a campaign fetches and displays comprehensive information about a particular campaign, allowing you to view all its details get a conservation message fetches and displays all messages from a specific conservation, allowing you to view the entire conversation history get a contact fetches and displays detailed information about a specific contact, such as their name, email address, phone number, and other related details get a conversation fetches and displays specific information about a selected conversation, giving you detailed insights into its contents and participants get a message from a conversation fetches a specific message from a selected conversation, allowing you to view its details get a payment fetches detailed information about a specific payment from the service, allowing you to view all relevant payment details get a product fetches detailed information about a specific product from the service, giving you all the key details you need about that item get a refund detail fetches detailed information about a specific refund from the service, allowing you to view all relevant refund data get an invoice fetches and displays detailed information about a specific invoice, including its items, amounts, and related data make an api call allows you to make a custom api request to the service using your authorized account, enabling you to access endpoints or features not covered by the standard modules refund an invoice processes a refund for a specific invoice using the details you provide, ensuring the selected invoice is credited accordingly send a message sends a custom message directly to a chosen recipient, allowing you to communicate specific information to the person you select update a campaign updates the details of an existing campaign by applying new information or modifying its current settings update a contact updates the details of an existing contact, such as their name, email address, phone number, or other profile information update a conversation updates an existing conversation by adding or modifying details, helping you keep your chat information accurate and up to date watch events the "watch events" module keeps an eye out for new or updated events in your connected app and automatically triggers actions in your scenario whenever it detects changes this helps you stay up to date and respond instantly to any event activity templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} podium resources you can have access to more resources related to this app on the following links podium website podium api documentation podium page on make