of the SMS Zapier plugin
This integration guide will show you how to connect smsmode© to your application referenced by Zapier. The integration of this automation of the sending of SMS is easily realized in less than 10 minutes by following this tutorial step by step.
For general information on how to use Zapier, see the Zapier product sheet HERE.
Zapier's solution aggregation service offers you numerous interconnection opportunities between the 1,000 or so applications currently available on Zapier. Only pre-requisites: having a smsmode© account 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 smsmode© service, in response to a trigger that has occurred in another system.
You must have a smsmode© customer account to be able to create zaps with our platform and automate the sending of SMS. The creation of this customer account is free and without commitment. You also have 20 free credits (20 SMS of 160 characters sent in France) to carry out your first tests.
Create a smsmode© account
To connect smsmode© to Zapier, you will need an API key.
Go to Settings ≫ API access keys. Click on the button "Generate API access key" and keep the generated series of characters in memory.
CREATION OF AN SMSMODE© ACCOUNT
CREATE A ZAPIER ACCOUNT
You need to register and login to Zapier on this registration page.
The first 100 shares are free.
CREATE YOUR FIRST ZAP
To create your first Zap, you have two options:
- choose a parameterized zap from the list available to you (in this case go directly to X)
- create a custom zap by clicking on the top right button "Make a Zap!
1. SET TRIGGER.
Select the application you wish to connect to smsmode©, Gmail in our case.
Choose the event that should trigger the action of sending SMS (for our example, we have selected "New Email"). Then click on continue.
Follow the instructions to connect to your trigger application, here by clicking on the "Connect an account" button. Test the connection. And click on "Save + Continue".
Set the trigger options (optional depending on the application). In the case of Gmail, you can choose which message types will trigger the action. Once you have completed this step, click 'continue'.
This stage of the Zap is then tested.
Congratulations! Your trigger is set up correctly. Click on "Continue".
2. CHOOSE SMSMODE© AS THE "ACTION" APPLICATION.
Select our application by performing a search. Press "continue" to validate this step.
Choose the send SMS action and select → Send SMS Message. Click on "save + continue".
Connect your smsmode© account to the Zapier application with the " API access key " character string created previously in your smsmode© customer account (see step 1). The connection is tested. Once this step is completed, click on " Save + Continue ".
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 wish to send.
You can personalise 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 smsmode© customer account, containing the recipient 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!
Test the "Send SMS" action you have just set up.
Congratulations! Your action has been set up correctly. Click on "Finish".
Finalise your Zap by naming it and activating it (ON/OFF button).
SETTING OF COMPLEX ZAPS
You can create custom and complex scenarios with Zapier including:
1. THE CREATION OF SCENARIOS IN SEVERAL STEPS.
So, after sending an SMS, you can program a new action, such as sending an email.
2. SETTING UP A FILTER BETWEEN THE 2 STEPS OF THE ZAP.
Thus, by clicking on the "+" and "Filter" buttons located between the trigger and the action, you can set up the execution of your scenario to conditions such as "if the X field includes Y".
3. THE SETTING OF AN ACTION BETWEEN THE 2 STEPS OF THE ZAP.
This option, to be chosen from the fifteen or so options offered by Zapier, will allow you to set a time interval (Delay) associated with the sending of an SMS. This is an ideal solution, for example, for a reminder of an appointment X hours before the event.