You can create triggers to send data to Zapier and perform further actions after customers respond to your SMS messages or click links.

You can find more information about triggering Zaps in the Zapier Help Center.

Complete several steps as follows.

Step 1: Start Creating a Zap

1. On your Zapier home page, click + Create Zap on the left to start.

   

2. The Zapier editor opens with your draft Zap. Modify the name by clicking the pencil icon next to it.

   

Step 2: Set up a Trigger

1. Click the trigger step in the editor.

2. Find CommPeak and select it.

   

3. Go to the side panel on the right and click on the Event field to select an action.

   

4. Currently, we support two types of events:

   • an incoming SMS

     

   • or Short URL click

     

   For our workflow, we must select the New Incoming SMS event. Then click Continue.

5. Connect to your CommPeak Portal account. To do this, enter your credentials, complete the captcha authentication, and click LOGIN .

   

6. Authorize Zapier.

   

7. Click Continue.

   

8. Test your trigger.

   

9. Select an incoming message record and continue with it.

   

Step 3: Set up an Action

1. Click the Action step, find SendGrid, and select it.

   

2. Choose the Send Email event.

   

3. Click Sign in to connect your SendGrid account.

   

4. Enter your API Key from SendGrid and agree to continue in a pop-up window.

   

5. Click Continue.

   

6. Complete the fields, then click Continue.

   

7. Test the step, or skip it for now.

   

8. Publish your Zap.

   

   The system will publish and turn it on.