Integrate Kaleyra account with Zapier

This section describes how to add a Kaleyra account in Zapier. This section also discusses a couple of scenarios for which, the customers can create zaps.

This page covers the following topics:

  1. Add a Kaleyra account
  2. Define a Zap for workflow automation

Add a Kaleyra account

Before you get started with working on the Kaleyra plugin on Zapier, you must create an account in Zapier and then, add a Kaleyra account.

To sign up in Zapier:

  1. Go to Zapier website using the link: www.zapier.com.
    The Zapier Sign Up page appears.
  2. Create your own account in Zapier using any of the sign-up options.
  1. Click Sign Up after providing your Email ID. ('Enter your work Email' option is considered in this procedure)
  2. Enter a password for the Email ID.
  3. Click Sign Up.
    The Zapier dashboard appears.

To add Kaleyra account in Zapier:

  1. Log in to Zapier using your Zapier user ID and password.
  2. On the Zapier dashboard, click on the My Apps menu option.
    The list of all apps that you have created is displayed.
    This list is empty when you enter this page the first time.
  3. Click Add Connection.
  1. In the Add new connection page, search for Kaleyra.
    Kaleyra app appears in the search result.
  1. Click Connect to add a Kaleyra account.
    A dialog box that says 'Allow Zapier to access your Kaleyra Account' appears.
  2. Sign up on Kaleyra.io, if you do not have an account already.
    After signing up on to Kaleyra.io, to know how to create API key and SID values,
    refer to: Generating an API Key and Security Identifier.
  3. Enter the API key and the SID values on Zapier platform.
  1. Click Yes, Continue.
    The Kaleyra account connection is established in Zapier.

Define a Zap for workflow automation

A 'zap' is a workflow that you can create to automate a series of events that involve two or more apps.

To create a 'zap', you have the define the following:

  • An event in an app that acts as a trigger.
  • An action from another app in response to the trigger completes a workflow.

After defining and testing a zap, you must turn the zap 'on' to make it start working in real-time.

Example workflow1

You receive a mail in your mailbox for a project initiation and you have to inform your team members about this, using a messaging app.

In this scenario, you can create a zap that defines:

  • a trigger for a mail received about a new project
  • an action to send SMS to inform the team members about the new project.

Example workflow2

When a new Trello card is added, you can inform your team members about the new task.

In this scenario, you can create a zap that defines:

  • a trigger when a new card is added in Trello
  • an action to send SMS to your team members about the new task.

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