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

    Podium - 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.

After you have created your API Key in JobNimbus, contact Podium at 1-833-276-3486 to let them know you are ready to integrate these two programs. This will ensure you receive the best scope of support.

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.Podium Set Up 1

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

Podium Set Up 2-1

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

Podium Set Up 3

Choose what type of Workflow you will create.

Podium Set Up 4-1

Update the Basic Setup for your Workflow. Give your Workflow a name and click Next.
Podium Set Up 5

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

Podium Set Up 6

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

Podium Set Up 7
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.

Podium Set Up 8
Choose the Frequency for the Workflow. This determines how often the workflow will trigger.

Podium Set Up 9

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

Podium Set Up 11

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!

At this time, Podium does not send the text messages back to JobNimbus. You can always view your text messages in the automations you create in Podium.