Zapier Integration

Once you have signed up with Zapier, simply follow these steps below to integrate with SMSPortal, and start sending via your chosen application.

1. Create your own workflow

Step 1: Select the apps you wish to connect with from the available list:

• If you are using replies to trigger an action, select SMSPortal as the first app.
• To send an SMS as an action, select SMSPortal as the second app.

Step 2: If SMSPortal is selected as the first app:

• Choose the trigger that should initiate the action (New Reply).

Step 3: If SMSPortal is selected as the second app:

• Choose either "Schedule an SMS" or "Send SMS" as the action.

Step 4: Click "Try It".

2. Connect Zapier with your selected Application

There are 2 ways to use Zapier with SMSPortal:

Option 1: Using an SMS reply as a trigger to action something else.

• In this case make sure you follow all the steps seen in the image below:

Option 2: Using an action in a different App to trigger an SMS with SMSPortal.

• In this case make sure you follow all the steps seen in the image below:

3. Connect Zapier with your SMSPortal Account

During your setup, Zapier will request that you connect your SMSPortal account with Zapier. Click "Connect" and fill in your credentials to connect your app. The credentials within your SMSPortal account can be found in the "API Settings" section of your account.

• Click the "API Credentials" tab and use your "Client ID" and "API Secret" to connect your account.
• Then click "Next".

Please note: If these credentials are already in use, please do not generate new credentials as this will break any current ones.

4. Map Fields

Two fields must be mapped in order to trigger/send a message.

• Destination: This field must contain the destination number that you wish to send your message to. Please include it in the international sending format.

• Message: This field is used to retrieve the message content that will be sent.

5. Test your Integration

Inspect your Zap that you are about to create, and click "Send Test" to test send a message to the number from your destination field.

6. Review and Turn on your Zap

Once you are happy with your test, click "Turn On Zap", and your Zap will now be switched on and working.

7. Assign your Zap to your "Post MO" Webhook (New Reply only)

If you are using SMSPortal as your first trigger app, always assign your webhooks under the "Account Settings" and "Forwarding" section of your SMSPortal account, by selecting your webhook under the "Post MO (Reply)" field.

Please note: You would need to reassign your webhook on the SMSPortal platform every time you switch your Zap on or off, or when you edit it.

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Editing or switching your Zap on/off.

• Please ensure that you reassign your webhook on the SMSPortal platform every time you switch your Zap on or off, or when you edit it.