Text Request + Tracker

Create TrackerRMS activities for newly sent Text Request messages

Whenever a new text is sent to a candidate, this template creates activities in TrackerRMS on the candidate's page. The name of the candidate must be the exact same between Text Request and TrackerRMS. To save the activity on a contact or user instead of a candidate, map the "recipient name" field accordingly.

When this happens...
New Message Sent
Triggers when a new message is sent.
TriggerInstant
automatically do this!
Create Activity
Adds a new task/activity
ActionWrite

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Supported triggers and actions

- Text Request PhoneRequired
Trigger
Instant
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- Text Request PhoneRequired
Trigger
Instant
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- MessageRequired
- Recipient PhoneRequired
- Sender PhoneRequired
Action
Write
New Client
Triggers when a new client is added to Tracker.
Trigger
Instant
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New Invoice
Triggers when a new invoice is added to Tracker.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added to Tracker.
Trigger
Instant
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New Ticket
Triggers when a new ticket is added to Tracker.
Trigger
Instant
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Updated Client
Triggers when an existing client is updated on Tracker.
Trigger
Instant
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Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Trigger
Instant
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Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Trigger
Instant
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Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Trigger
Instant
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- Client NameRequired
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Telephone
- Fax
- Email
- Website
- Note
- Background
- Source
- Internal Reference
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated
- Last Updated By
- Target Revenue
- Turnover
- Creation Date
- Client Vertical
- Tag Text
- Client Owner
- Tax Exempt
- Invoice Contact Name
- Invoicing Frequency
- Invoicing Date
- Invoice Terms
- Department
Action
Write
- Invoice Date
- Invoice Due Date
- Name
- Invoice Contact Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Purchase Order No
- Invoice Status
- Invoice Owner
- Invoice Terms
- Payment Date
- Invoice Sub Total
- Invoice Tax Total
- Invoice Total
- Invoice Note
- Creation Date
- Currency Code
- Client Name
- Invoice Item Id
- Item Date
- Item Code
- Item Description
- Item Units
- Item Unit Value
- Item Sub Value
- Item Tax Rate
- Item Total Value
- Item Status
- Item Invoice Order Id
- Item Tax Amount
Action
Write
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- User Name
- Project Name
- Lead Name
- Date
- Time
- TextRequired
Action
Write
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Home Phone
- Mobile/Cell
- Work Phone
- Other Phone
- Email
- Other Email
- Date of Birth
- Nationality
- Ethnic Origin
- Languages
- Education
- Notice Period
- Interview Date
- Interview Result
- Interview Note
- Summary
- Date Resume Sent
- Date Applied
- Date Registered
- Interviewed By
- Source
- Sort Code
- Account No
- Bank Name
- Bank Reference
- Last Update
- Last Update By
- Status
- Creation Date
- Employment History
- Achievements
- Associations
- NI-SS Number
- Marketing
- Tag Text
- Current Salary
- Desired Salary
- Current Pay Rate
- Desired Pay Rate
- Owner
- Payroll Number
- Agency Name
- Available From Date
- IBAN
- Swift
- Current Employer
- Is Private Record
- Department
Action
Write
- TermRequired
Action
Search
- TermRequired
Action
Search

- Text Request PhoneRequired
Trigger
Instant
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- Name
- Contact PhoneRequired
- Text Request PhoneRequired
Action
Write
New Activity
Triggers when a new activity is added to Tracker.
Trigger
Instant
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New Contact
Triggers when a new contact is added to Tracker.
Trigger
Instant
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New Lead
Triggers when a new lead is added to Tracker.
Trigger
Instant
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New Resource
Triggers when a new resource is added to Tracker.
Trigger
Instant
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Updated Activity
Triggers when an existing activity is updated to Tracker.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated to Tracker.
Trigger
Instant
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Updated Lead
Triggers when an existing lead is updated to Tracker.
Trigger
Instant
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Updated Resource
Triggers when an existing resource is updated to Tracker.
Trigger
Instant
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- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- Project Name
- User Name
- Lead Name
- Subject
- Priority
- Activity Type
- Date Due
- Time Due
- Task Status
- Location
- Start Date
- End Date
- Start Time
- End Time
- Note
- Contact Type
- Interviewer
- Last Updated Date/Time
- Last Updated Name
- Reminder Date/Time
- Interview Type
- CV Sent
- CV Sent Count
- Interview Number
Action
Write
- Client Name
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Business Phone
- Home Phone
- Mobile/Cell
- Other Phone
- Fax
- LinkedIn
- Email
- Website
- Department
- Office
- Manager Name
- Assistant Name
- Nickname
- Spouses Name
- Birthday
- Anniversary
- Note
- Is Primary Contact
- Source
- Marketing
- Internal Reference
- Contact Role
- Last Updated
- Last Updated By
- Creation Date
- Tag text
- Contact Owner
- Is Private Record
Action
Write
- Client Name
- Contact Name
- Resource Name
- Lead Owner
- Product Name
- Lead NameRequired
- Description
- Lead From
- Telephone
- Email
- Lead Date
- Award Date
- Lead Status Name
- Source
- Value
- Strategy
- Contact Type
- Creation Date
- Internal Reference
- Tag Text
- Last Updated
- Last Updated By
- Currency
- Department
- Close Date
Action
Write
- Opportunity NameRequired
- Opportunity Owner
- Department
- Status
- Client Name
- Contact Name
- Date Opened
- Location
- Client Reference
- Work Type
- Source
- Probability
- Number of Positions
- Estimated Value
- Factored Value
- Target Margin
- Award Date
- Invoice Date
- Start Date
- End Date
- Date Filled
- Description
- Note
- Strategy
- Published
- Publish Reference
- Publish Title
- Publish Description
- Publish Location
- Publish Start
- Publish Duration
- Publish Work Type
- Publish Sector
- Publish Category
- Zip Code Location
- Last Update
- Last Update By
- Pay Rate/Salary
- Creation Date
- Currency
- Publish Salary From
- Publish Salary To
- Publish Salary Per
- Publish Benefits
- Publish Skills
- Tag Text
- Charge Rate/Fee
- Start Time
- End Time
- Business Type
- Secondary Owner
- Owner Percentage
- Secondary Owner Percentage
Action
Write
- Client Name
- Company Name
- Contact Name
- Product Name
- Project Name
- Ticket Raised Date
- Ticket Contact Type
- Company
- Email
- Telephone
- Ticket Status
- Ticket Priority
- Ticket Department
- Ticket Type
- Product Version
- Ticket Resolution Due
- Last Updated
- Last Updated By
- Subject
- Description
- Resolution
- Assigned To
- Keywords
- Publish
- Lifecycle Stage
- Assigned To
- Category 1 Changes
- Category 2 Changes
- Product Change
- Service Change
- Change Date
- Creation Date
- Assigned To Department
- Assigned Team
- Tag Text
- First Response Made
- Ticket Status
- First Response Due
- Ticket Type
- Closed
- Other Email To Notify
- Creation Contact Name
- Creation User Name
- Reminder
- Feedback Score
- Feedback Comments
- Feedback Link
- Ticket Priority
Action
Write
- TermRequired
Action
Search