Podium logo Podium automation · runs weekly

Send Podium review invites from a customer list

Your visit list lives in a spreadsheet or another system, and each person on it still needs a review invite from Podium, one at a time.

Cotlet does it in your own Podium account with list_contacts and send_review_invite, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Podium do this on its own?

Podium sends invites by automation and has a reminder automation, Send an Unopened Review Invite Reminder (checked 23 Oct 2026). Its API creates a review invite link, and you send that link with the message endpoint. Nothing in Podium takes a list of names from outside Podium and invites them in one pass.

How you do it in Podium today

  1. From the Inbox, open All Conversations and find the conversation with the customer.
  2. Click the Templates icon and choose the Review Invitation template. A reminder is the Review Invitation Reminder template.
  3. Or use the review invite shortcut on the Reviews page, or the + button in the main navigation bar. The form asks for a recipient, a location and a template.
  4. Send, then repeat for each name on the list.
  5. Podium refuses a second invitation link for the same contact inside 60 days, which you only find out when you try.

How to send Podium review invites from a customer list

Prompt

Here are the patients who finished treatment this week. For each one, find the contact in Podium and send the Review Invitation - Default template. Skip anyone invited in the last 60 days.
  1. 01

    Match the list to contacts

    For each name or phone number in your list, list_contacts with query finds the Podium contact. A person with no match or two matches is listed for you, not invited.

  2. 02

    Pick the template

    The default is Review Invitation - Default, which greets the contact by name and asks for a review with a link. For people invited last week who did not answer, the agent uses Review Invitation Reminder if your prompt says so.

  3. 03

    Respect the 60-day limit

    Podium allows one review invitation link per contact in 60 days. When send_review_invite fails for that reason, the agent logs the contact as already invited and goes on to the next one.

  4. 04

    Send after your OK

    send_review_invite reaches a customer, so each call waits for your OK by default. The agent shows the name, the number and the template first.

  5. 05

    Report who got what

    The agent returns the invited, skipped and unmatched names, so the list can be corrected before next week.

What you get back

Example data

People on the list: 12
Invited 9 (Review Invitation - Default)
Skipped 2 (invited in the last 60 days)
Not found in Podium 1: Carl Mendez, +1 555 555 0177

Other ways to ask

  • Send the reminder template to everyone invited 7 days ago who has not left a review.
  • Invite only customers tagged cleaning, and list the rest.
  • Match this list to Podium contacts and show me who is missing, without sending anything.

What Podium allows, and what to know first

  • Podium enforces a 60-day limit on generating review invitation links for the same contact.
  • The Review Invitation - Default template greets the contact and asks for a review with a link; the Review Invitation Reminder template is for a follow-up.
  • Podium asks you to connect your account to your review sites before you can send review invites.
  • On accounts with more than one location, the invite form asks for the location, so the invite goes out for the right business profile.

send_review_invite asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: Podium Help: Reminding Customers to Leave a Review · Podium Knowledgebase: Creating & Editing Messaging Templates · Podium: What's New, April 2022 · Podium developer docs: new endpoints, create review invite

Call send_review_invite from a script

curl

curl -X POST https://cotlet.dev/api/v1/podium/review-invites \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"location":"loc_2b81","to":"+15555550142","template":"Review Invitation - Default"}'

Example response

{
  "invite_id": "inv_52e8",
  "to": "+15555550142",
  "template": "Review Invitation - Default",
  "status": "sent"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is podium_write → send_review_invite. Example data.

Schedule it in n8n, Make, Zapier or cron

Podium tools this automation uses

Cotlet Podium tools used to send Podium review invites from a customer list
Tool Parameters
list_contacts query, tag, limit, cursor
send_review_invite location, to, template
All 14 Podium tools with descriptions

Frequently asked questions

Is it safe to connect Podium to Cotlet?

Yes. You sign in to Podium yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Podium once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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