Connect Click to Buy Services and Podium to unlock the power of automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Abandoned Order" from Click to Buy Services.

Add your action

An action happens after the trigger—such as "Cancel an Invoice" in Podium.

You’re connected!

Zapier seamlessly connects Click to Buy Services and Podium, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Abandoned Order
Triggers when an order has sat idle for 2 hours.
Trigger
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- Service Category
Trigger
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- Status
Trigger
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New Paid Invoice
Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
Trigger
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New Review
Triggers when a customer submits a review for your business from a Podium review invite.
Trigger
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- Location
  Required
- Invoice Uid
  Required
- Note
  Required
Action
Write
- Data Feed Uid
  Required
- Location
  Required
- Custom
Action
Write

- Location
  Required
- Invoice Uid
  Required
- Note
  Required
- Reason
  Required
- Amount
  Required
- Payment Unique Identifer
  Required
Action
Write

- Order Type
  Required
- Service Category
- Service
Trigger
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New Service Category
Triggers when a new service category is created.
Trigger
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New Invoice
Triggers when a new invoice is created.
Trigger
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New Refunded Invoice
Triggers when there is a refund on an invoice.
Trigger
Polling
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New Review Invite
Triggers when a new review invite is created.
Trigger
Polling
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- AccountUid
- Messenger Channel
  Required
- Customer Name
  Required
- Invoice Number
- Amount
  Required
- Description
- Location
  Required
- Card Reader
Action
Write
- Data Feed Uid
  Required
- Number of Events
  Required
Action
Write
- Body
  Required
- Messenger Channel
  Required
- Channel Type
  Required
- Contact Name
- Location
  Required
- Sender Name
- Subject
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Click to Buy Services and Podium to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Click to Buy Services to Podium integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Click to Buy Services

Click to Buy Services is an easy-to-use, quick-to-deploy, and flexible e-commerce platform that (finally) allows home services companies to sell their services online.

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Related categories

Sales & CRM

About Podium

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

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