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Frequently Asked Questions about BatchDialer + SMS by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BatchDialer and SMS by Zapier
How do I set up a trigger in BatchDialer for SMS by Zapier?
To set up a trigger in BatchDialer for SMS by Zapier, you’ll need to first connect your BatchDialer account. Once connected, navigate to the Zapier dashboard and create a new Zap. Choose BatchDialer as the app and select your desired trigger event, such as 'New Call' or 'Lead Updated.' Then, follow the setup instructions to link it with actions in SMS by Zapier.
Which actions can be performed in SMS by Zapier when triggered by BatchDialer?
When triggered by an event in BatchDialer, you can automate various actions in SMS by Zapier such as sending a new SMS message or adding recipients to your contact list. You must choose these actions during the setup of your automation within the Zapier platform.
What are common use cases for integrating BatchDialer with SMS by Zapier?
Common use cases include sending automatic follow-up messages after a call is completed in BatchDialer or updating contacts in real-time when a lead's status changes. This integration facilitates seamless communication flows between dialed calls and SMS activities.
Do I need coding skills to integrate BatchDialer with SMS by Zapier?
You don’t need any coding skills to integrate BatchDialer with SMS by Zapier. Our platform is designed for ease of use with a user-friendly interface that guides you through setting up triggers and actions without requiring technical expertise.
Can I customize the message content sent via SMS due to a trigger from BatchDialer?
Yes, you can customize the content of your messages sent from SMS by Zapier based on triggers from BatchDialer. During setup, you'll be given fields where you can input personalized message text including placeholders for dynamic data such as name or call details.
Is it possible to schedule specific times for sending messages through this integration?
Currently, direct scheduling of send-times within the integration isn't available. However, you can use third-party tools like Google Calendar via another Zap step to specify timings post-trigger from your initial event in BatchDialer.
What should I do if my messages fail to send from Zapier after being triggered?
First, ensure that all connection settings between BatchDialer and SMS by Zapier are correct. If issues persist, check if there's compliance with any character limits or data validation needed within message fields. Consulting our support team is recommended if problems continue.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Calendar Events
Will return a list of new calendar events since last endpoint call.
Try It - New Updated Contacts
Will return a list of updated contacts since last endpoint call.
Try It - New DNC Numbers
Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.
Try It - Contact IDRequired
- Vendor Contact ID
- Phone Number 1Required
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- Phone Number 6
- Phone Number 7
- Phone Number 8
- Phone Number 9
- Phone Number 10
- Title
- First name
- Middle name
- Last name
- Address
- City
- State
- Postal code
- Mailing address
- Mailing city
- Mailing state
- Mailing postal code
- Country
- Gender
- Date of birth
- E-mail
- Security phrase
- Comment
- Custom fields
- New Call Disposition Events
Will return a list of new call disposition events since last endpoint call.
Try It - New Lead Created
Triggers when a a new lead is created.
Try It - Contact IDRequired
- Campaign IDRequired
- Contact IDRequired
- Vendor Contact ID
- Phone Number 1Required
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 5
- Phone Number 6
- Phone Number 7
- Phone Number 8
- Phone Number 9
- Phone Number 10
- Title
- First name
- Middle name
- Last name
- Address
- City
- State
- Postal code
- Mailing address
- Mailing city
- Mailing state
- Mailing postal code
- Country
- Gender
- Date of birth
- E-mail
- Security phrase
- Comment
- Custom fields