When Textline and Zapier have been connected, you can create Zaps based on several different triggers and actions:
New Customer Message
This trigger gets called when a customer sends you a new message in Textline. It includes information about the customer and the message.
Example: When a new message is received in Textline, add message information to Google Sheets
Send message to Textline contact
The selected trigger will send a message to a Textline contact via your Textline account.
Example: When the status of a Lead is changed in Salesforce, send a message to a Textline contact
Import message to Textline from contact
The selected trigger will import a message to a Textline conversation, appearing as though the Textline contact has sent the message to your Textline account.
Example: When a contact fills out a Google Form, import information as customer message in Textline
Create or update Textline contact
The selected trigger will create a new contact or update an existing contact in your Textline Address Book.
Example: New spreadsheet row in Google sheets creates a new Textline contact
Integrating and using Zapier
To integrate with Zapier, first head to your Tools & Integrations section in Textline. Click the Zapier button, then select Join our Zapier Beta.
This will open Zapier. If you already have a Zapier account, select Log in & Accept Invite. If not, select Sign Up & Accept Invite.
If you’d like to create your first Zap now, Zapier will walk you through setting up an action triggered by a Textline message.
If you’d like to perform a Textline action triggered by a different app, or if you’re returning to your Zapier account at a later date to make a Zap, select the Make a Zap button found on your Zapier home screen.
Steps to create Zaps - and the possible actions that can result - will vary based on the apps you've chosen as trigger and action(s). You can add your preferred Apps through Zapier’s Explore section.