Schedule by Zapier + Twilio + TargetBoard

Send TargetBoard KPI data via Twilio SMS updates every week

This Zap runs weekly by default, though you can choose to receive it monthly, daily, or hourly. It's configured to retrieve the progress data for a selected Key Performance Indicator (KPI) in TargetBoard. It then sends out a Twilio SMS update with the relevant information, keeping your stakeholders in the loop consistently and without the need for a manual message.

When this happens...
Every Week
Triggers every week, on the day(s) selected.
TriggerInstant
automatically do this...
Get KPI Data
Get a digest summary for an individual KPI.
ActionWrite
then do this!
Send SMS
Send a SMS to a number or numbers.
ActionWrite

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Supported triggers and actions

What does this mean?

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
Trigger
Instant
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- Time Offset
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
Try It
- The KPI IDRequired
- Start Date
- End Date
Action
Write
- The KPI IDRequired
- Start date
- End Date
- Recipient EmailsRequired
- Message
Action
Write

- KPI IDRequired
Action
Search
- KPI IDRequired
Action
Search

New Phone Number
Triggers when you add a new phone number.
Trigger
Scheduled
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New Recording
Triggers when a new recording is available on your account.
Trigger
Scheduled
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New Transcription
Triggers when a new transcription is available on your account.
Trigger
Scheduled
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- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
- Send Large Messages?
Action
Write

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
Try It
- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
Try It
Get Catalog
Returns the KPIs in the account's KPI catalog.
Action
Write
- Board IDRequired
- Board NameRequired
- Start date
- End date
- Message
- Filters
- Recipient Emails
Action
Write
- KPI IDRequired
- Dimension IDRequired
- Start DateRequired
- End DateRequired
Action
Search
- KPI IDRequired
- Dimension IDRequired
Action
Search
- Search TermRequired
Action
Search
- Instructions Copy
Trigger
Instant
Try It
- To NumberRequired
- Apply US Prefix
Trigger
Scheduled
Try It
- From NumberRequired
- To NumberRequired
- MessageRequired
- Voice
- Language
- Send Digits
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

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