Create a Zap to send an SMS

This section describes the steps to create a zap using a trigger app and an action app (Kaleyra) on Zapier platform.

This page covers the following topics:

  1. Define a trigger
  2. Define an action
  3. View SMS sent by Zapier on Kaleyra.io

The following example creates a zap that triggers when a new information is added in the trigger app and sends an SMS to one or more customers along with a shortened URL.

To create this zap:

  • Define a trigger to start the zap, whenever new information is added in the trigger app.
  • Define two different actions, one to shorten a URL and another to send an SMS to Kaleyra along with the shortened URL.

Define a trigger

Define a trigger in the trigger app.

Google Sheets app is considered as the trigger app in the following screenshots. Adding a new row in Google Sheets is the trigger event.

To create a trigger:

  1. On the Zapier dashboard, click the My Apps menu.
  2. On the Apps page, click Create Zap.

The Trigger page appears, where you can define the trigger by selecting an app.

  1. Enter a name for the zap.
  2. Select Google Sheets to define a trigger.
    The Choose app & event section appears.
  1. In the Trigger Event list, select the 'New Spreadsheet Row (Team Drive)' option.
  2. Click Continue.
  1. Select the Google Sheets account.
  1. Under the Set up trigger section, select Google drive, Spreadsheet name, and the Worksheet in the spreadsheet.
    These three parameters specify the location of the Google sheet, the name of the spreadsheet, and the worksheet in which the new rows get added(trigger event).
  1. Click Continue.
  2. Next, click on the Test trigger section.
  3. In the Test trigger section, click Test trigger.

The following page appears, if the test for the trigger is successful.
This completes defining a trigger for the zap.

  1. Click Continue to define the action steps.

Define actions

Define an action using Shorten URLs when the trigger event takes place.

To define an action for Shorten URL:

  1. In the Action section, search for the Kaleyra app.
    After selecting Kaleyra in the action app, the list of available action events from the Kaleyra app appears.
  2. Select the Shorten URLs option from the list.
  1. Click Continue.
    Set up action page appears.
  1. Enter the URL in the Add Full URL field.
  2. Click Continue.
    Test action page appears.
  1. Click Test & Continue.
    A message 'Test was successful!' is shown.
    The shortened URL is shown as highlighted on the page.

To define an action to SMS to one or more mobile numbers when the trigger event takes place.

  1. To define another action from Kaleyra app, click the plus (+) icon.
  2. In the Action section, search for the Kaleyra app.
    After selecting Kaleyra in the action app, the list of available action events from the Kaleyra app appears.
  3. Select the Send SMS to One or More Mobile Numbers option from the list.
  1. Click Continue.
  2. On the Choose account section, select the Kaleyra account that you have set up.
  3. Click Continue.
    The Set up action section appears.
  1. In the Set up action section, enter/select values in the following fields.
    a. Sender ID - Select the Sender ID that you have created in your Kaleyra account.
    b. To - Enter the phone number(s) to which you must send the SMS when the trigger takes place.
    You can add multiple phone numbers.
    c. Message Type - Select a Message Type.
    d. Message Template - Select a corresponding template from your Kaleyra account for the SMS.
    e. Message - Enter the message that you want to send as SMS.

You must copy and paste the message from the message template into the Message field.
In the following screenshot, the highlighted text is from the selected template. You must add the template text into the Message field.

In the Message field, you can customize and also add dynamic fields to fetch values on the fly.

To add the shortened URL from the first action defined in this example, from the Insert Data section, select Shorten URLs in Kaleyra option.

  1. Click Continue.
    The Test action section appears.
    All the specified details for the SMS appear in this section.
    In the Message text, you can see the message that you have added and also the shorted URL that you have obtained from the first action defined.
  2. Click Test & Continue.

If all the specified SMS details are correct, a message Test was successful is shown.

If there are errors in sending the SMS, a message 'The sms could not be sent to Kaleyra.' is shown.
Make the necessary changes by editing the erroneous step and re-test the action.

The zap creation is complete.

  1. To turn on the Zap for real-time use, click Turn on Zap.

View SMS sent by Zapier on Kaleyra.io

You can view the SMS sent by Zapier on Kaleyra.io.

To view the SMS sent by Zapier:

  1. Sign in to the Kaleyra.io account.
  2. Go to Channels and select the Manage SMS option.
  3. Select the Analytics tab.
    The recently sent SMS by Zapier is shown.

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