Setup SMS receive and send to use Podium

Summary

Integrate podium into airtable to send texts and allow Zarah to keep following-up with leads until Twilio phone numbers are registered

Client

Assigned To

Eli Weldon

Malik Atique

Status

Completed

Start & Finish Date

August 26, 2023 → August 30, 2023

Needs Review

Project Resources

Project Outline

Project Planning Task-list

Go through

For each Goal outlined turn it individual item in

Problems, Goals, & Summary

What are the problems we hope to solve with this project?

What are the Goals to create in order to solve the problems?

Based on the problems and goals summarize what the project hopes to accomplish:

Integrate podium into airtable to send texts and allow Zarah to keep following-up with leads until Twilio phone numbers are registered

#1 - Integrate podium to temporarily send messages

Goal Planning Tasklist

Outline Deliverables associated with Goal

Outline & complete any Tasklist - Research / Outline / Client Question

Create list of Tasks to achieve goal

Confirm Goal & Deliverables with client, get any questions answered

Turn goal deliverables into

Tasks , add task details

Deliverables

Setup OAuth following the steps listed in the help article
Add new functionality to sms/receive, sms/send, and /follow-up endpoints so that text messages can be sent from podium using send message
Create new endpoint for sms/receive-podium that works exactly like the sms/receive except it receives a podium message.received payload

Tasklist - Research / Outline / Client Question

Tasklist - Final

Setup OAuth following the steps listed in the help article
Add new functionality to sms/receive, sms/send, and /follow-up endpoints so that text messages can be sent from podium using send message
Create new endpoint for sms/receive-podium that works exactly like the sms/receive except it receives a podium message.received payload