How to integrate Messaggio with apps via Zapier

Performing integrations with Messaggio in Zapier make it easy to connect to applications. You can automatically set up the creation of contact groups from your database for messaging via Messaggio. You can also send trigger messages without enlisting the help of a developer team.

This is done by forwarding an event from the source — your CRM, CMS, or table to the receiver — Messaggio.

Integration scenarios with Messaggio in Zapier

To configure the integration of the source and receiver applications, a Zap template needs to be created. Below, we present 5 integration scenarios (Zap templates) that we offer to automate processes in Messaggio:

  1. Messaggio and Stripe

  2. Sending out SMS after you make a payment through Stripe. Notify customers about different order statuses like placed order or subscription, successful payment, accepted refund, etc.

  3. Messaggio and Google Calendar

  4. Sending SMS about events to Google Calendar. Remind colleagues, clients, and partners about an upcoming meeting or schedule changes. Not only that, but you can send SMS to employees at the end of an event reminding them to prepare a review of the meeting or other tasks, according to business processes.

  5. Messaggio and Google Sheets

  6. Automatic creation of contact groups from Google Sheets for messaging via Messaggio. Send messages to the base of contacts, which are compiled and stored in Google Sheets.

  7. Messaggio and Call Rail

  8. Automatic creation of contact groups from Call Rail for messaging via Messaggio. Send messages to clients who called the company and were recorded by the call tracking system. You can send all contacts to Messaggio, or just tagged contacts.

  9. Messaggio and Mailchimp

  10. Automatic creation of contact groups from Mailchimp. Send messages to new subscribers who have just been added to your Mailchimp audience.

All these are examples of Messaggio's connections to applications. Other scenarios are also possible. It is advisable to try out different integrations with Messaggio via Zapier to achieve maximum automation in the company's interactions with customers.

How integrations in Zapier work

To transfer data from one app to another, you need to create a connection. In Zapier, the connection between two applications is called Zap.

A simple Zap has two steps:

  1. Trigger — an event by which the data transfer process is started.
  2. Action — an event to be performed if the Trigger is activated.

At the Trigger step, you need to specify the app from which you want to take data, and at the Action step, specify the application you want to transfer data to.

How to Build a Zap Template

Log in to your Zapier account or create a new account.

Screenshot 1: create a Zapier Account

The main Zapier dashboard will open in front of you. Click Create zap.

Screenshot 2: create Zap

Here are the steps for creating a connection (Zap). Create a Zap using the following algorithm:

  1. Select the app in which the trigger should fire.
  2. Screenshot 3: select Messaggio data transfer app
  3. Specify the trigger event that will activate Zap. The list of possible events is unique for each app.
  4. Screenshot 4: specify trigger event
  5. Select the account of the application from which you want to receive data. To do this, click +Create a new account in the Choose account field in the drop-down list. To set up subsequent integrations with this app, you will not need to link an account again — it will be saved in the drop-down list.
  6. Screenshot 5: specify data source account
  7. If the trigger fires when creating new data in the source, you’ll need to specify the file, table, fields from which you want to take data — follow the prompts in the interface.
  8. Screenshot 6: set up a trigger
  9. Test the trigger and check the data that will be sent to Messaggio. To do this, click Test trigger.
  10. Screenshot 7: test a trigger
  11. Select Messaggio as the app in which the action should occur.
  12. Screenshot 8: select Messaggio as data receiver
  13. Indicate the action that suits your needs. There are two actions available in Messaggio:
    • Send SMS — sending SMS by triggers.
    • Create Contact — create a contact in a group for dispatch.
    Screenshot 9: assign an action in Messaggio
  14. Select the Messaggio account you want to transfer data to. To do this, you have to click + Create a new account in the Choose account field in the drop-down list. To set up subsequent connections with this app, you will not need to link an account again as it will be saved in the drop-down list.
  15. Screenshot 10: select the Messaggio account to transfer data to
  16. If the action you need to perform is Send SMS, you have to specify the Sender's ID, Messaggio login, the field from which the phone number will be taken to send the message, and the text the message should contain. If your action is Create Contact, you have to specify the Contact group to which the new phone number should be added, as well as the fields in the source from which you want to get data for substitution in Messaggio variables.
  17. Screenshot 11: set up an action
  18. Check the correctness of the data and test the action. To do this, click Test and continue.
  19. Turn on your Zap. To do this, you have to change the position of the button next to Zap in the list of all connections created in the account.
Screenshot 12: turn on your Zap

Congratulations, you've set up a connection! Now the required action will take place in Messaggio, and will be activated by a trigger in the application of your choice. When on a free plan, Zapier allows you to create just a maximum of 5 Zaps.

Review

We've covered how to set up connections between Messaggio and other apps in Zapier. If you want to learn how to customize a specific integration scenario in Zapier, then read the instructions about Messaggio’s integrations with popular apps.

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