TUTORIAL
Integration guide
of the SMS Zapier plugin

Zapier's solution aggregation service offers you a wealth of interconnection opportunities between the 1,000 or so applications currently available on Zapier. All you need is an account smsmode^© and a Zapier account.

In the following guide, we will show you the different steps to follow in order to create your first "Zap", i.e. to automatically send an SMS with our service. smsmode^©in response to a trigger in another system.

SUMMARY

STEP 1: Create an account smsmode^©

STEP 2: Create a Zapier account

STEP 3: Create your first Zap
1. Set trigger
2. Select smsmode^© as an "action" application

OPTION: Setting up complex Zaps
1. The creation of scenarios in several steps
2. Setting up a filter between the 2 stages of the Zap
3. Setting up an action between the 2 steps of the Zap

You must have a customer account smsmode^© to create zaps with our platform and automate the sending of SMS messages. The creation of this customer account is free of charge and without obligation.
Create an account smsmode^©

To connect smsmode^© to Zapier, you'll need an API key.
Go to Settings > API keys. Click on the "Generate API access key" button and save the series of characters generated.

STEP 1
CREATE AN ACCOUNT SMSMODE^©

STEP 2
CREATE A ZAPIER ACCOUNT

You need to register and login to Zapier on this registration page.
The first 100 shares are free.

STEP 3
CREATE YOUR FIRST ZAP

To create your first ZapClick on the button:

1. SET TRIGGER.
Select application you wish to connect to smsmode^©Google Calendar in our case.

Choose the event that should trigger the action of sending SMS (for our example, we have selected "Event Start"). Then click on continue.

Follow the instructions to connect to your trigger application, and set the trigger options (optional depending on the application). In the case of Google Calendar, you can choose which types of events will trigger the action and fine-tune the trigger time.

You can then test the trigger.

Congratulations! Your trigger is correctly set.
The next step is to configure the action, in our case sending an SMS via smsmode^©.

2. CHOOSE SMSMODE^© AS THE "ACTION" APPLICATION.
Select our application by performing a search. Press "continue" to validate this step.

Choose the action of sending SMS by selecting "Send Message". Click on "continue".

Access the smsmode^© account configuration by selecting "smsmode© FirstTest" then "Connect a new account".

Login to your account smsmode^© to the Zapier application with the "API Access Key" string previously created in your customer account smsmode^© (see step 1). The connection is tested.
Once this step has been completed, click on "Yes, Continue".

Reminder: the ApiKey smsmode^© can be accessed at url : https://ui.smsmode.com/settings/keys.

Set the content of your SMS message. You can enter manually entered text and/or variable mailing parameters in the fields (see list and image below). The available fields are the following:

• Message (Required) - Define the body of the SMS you want to send.
  You can personalize the message by clicking on the icon on the right and defining a field, for example: Hello [first name].
  WARNING: if your message exceeds 150 characters, 2 credits will be deducted for each sending (long SMS)!
• Number list - Set the phone number of the recipient of your messages. Click on the icon on the right to connect the phone number with the customer who has activated the trigger.
• Group name - Enter the name of a group, previously created in your customer account smsmode^©and containing the destination numbers.
• Send date - Set the date your messages will be sent.
  If the field is empty, it will be sent immediately.
• SenderID - Set the custom sender to be displayed instead of the default short code.
  ATTENTION: This custom sender must contain a maximum of 11 characters, without special characters or spaces!

When editing, you can use the dynamic elements linked to the action.
For example, in the case of Google Calendar, you have the following elements:

Test the "Send message" action that you just set up.
Confirm with "Publish and turn On".
Finalize your Zap by naming it and turning it on (On/Off button).

Congratulations! Your Zap is now operational and, for each event in the calendar, you will receive an SMS 15 minutes before its date if you have configured your trigger this way.

You can deactivate your trigger at any time by clicking on the "On/Off" switch in the Zap list.

OPTION
SETTING OF COMPLEX ZAPS

2. SETTING A FILTER BETWEEN THE 2 STEPS OF THE ZAP.
The filter function allows you to decide whether to continue the Zap steps or not according to different criteria.

This way you can configure conditions.
With this configuration, for example, the zap will only continue if the calendar event is about "Christmas".

3. SETTING AN ACTION BETWEEN THE 2 STEPS OF THE ZAP.
This option, to be chosen from among the twenty or so options offered by Zapier, will allow you to set a time interval (Delay) before the next action.

To find all the options offered by Zapier, click on the link :

You will find the complete list of these actions.