Zapier: integration with inTouch for sending SMS messages
How does the Zapier integration work?
inTouch has its own Zapier app that allows you to use the platform’s SMS gateways to send messages directly from Zaps. Below are the steps to connect your inTouch account to Zapier and set up the Zap correctly.
Requirements
To send SMS messages from Zapier via inTouch, you will need:
a Zapier account
an inTouch account
Once you have created your inTouch account, you can proceed to create the Zap.
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1. Creating the Zap
Go to the Assets → Zaps section in Zapier and create a new Zap.
Select the app that will generate the trigger (the event that starts the Zap).
2. Selecting the inTouch app as an action
Once you have selected the Trigger, search for and select the inTouch by rdcom app as the Action.
At this point, you can set up SMS messaging.
3. Configuring the Action
First, select an Action Event, in this case ‘Send SMS’.
Next, you need to connect your inTouch account to Zapier.
To connect, you will need:
Account code
API Token
You can find these settings in your inTouch account, under the Settings section.
To access this, click on your username in the top right-hand corner and then select Settings.
4. Field configuration (Configure)
Once you have selected the Action Event and linked your account, go to the Configure section, where you need to set the following parameters:
Gateway and Sender
Phone numbers
Delimiters
Text
The ‘Telephone number(s)’ and ‘Text’ fields can be filled in manually or populated using data mapped from the Trigger.
5. Testing and publication
Once you have configured all the fields, you can send a test message to check that the SMS is being sent correctly.
If the test is successful, click Publish to activate the Zap.
From now on, Zap will automatically send text messages via inTouch according to the specified settings.
