How do I enable the JobNimbus integration with Podium?

To enable the integration:

1. Log into your JobNimbus account
2. Click on your profile icon or initials in the top right corner
3. Select Settings from the drop-down menu
4. From the left Settings menu, open the API tab
5. Click New API key
   
   
6. Type the word "Podium" in the Description text field
   1. This is currently not an option listed in the drop-down menu. Hit "Enter" to save it.
7. Assign an access profile with Settings access.
8. Click Save.

Once Podium has received your API key, you can then set up your customer's desired flows within Podium. JobNimbus will send Podium your Contacts' information so Podium can send text messages to your Contacts.

Login to Podium, click on the Settings icon in the top menu bar.

In your Settings, select Workflow from the left side menu.

To add a New Workflow feature to Podium, click on New Workflow.

Choose what type of Workflow you will create.

Update the Basic Setup for your Workflow. Give your Workflow a name and click Next.

Select the Data Source. This is where Podium will be pulling information from.

Next, Schedule your Workflow. This will determine when your workflow will be triggered to send texts through Podium..

Select the Audience that will receive the texts from this workflow. Choosing Custom audience will allow you to choose which records will trigger the workflow.

Choose the Frequency for the Workflow. This determines how often the workflow will trigger.

Lastly, choose the Podium Template you will be using to send your messages.

Once you have completed the steps in the workflow setup tool, you can then use the summary page to review everything before completing the automation.

Once you have reviewed and saved the workflow, you're done!