Zapier Integration

This guide will walk you through creating SMS integrations with CommPeak in Zapier.

Zapier integrations will allow you to receive SMS notifications triggered by an action in any connected app. Implement this SMS Automation using CommPeak Integrations to reach a large audience with minimal effort.

You can find more information about Zaps in the Zapier help center.

1. Sign Up to Zapier

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NOTE

If you already have a Zapier account, go to the next section.

  1. Navigate to CommPeak Integrations page (https://zapier.com/apps/commpeak/integrations) on the Zapier website. Here, you can select a signup option that is most suitable for you.

    Screenshot of the **Integrations** page on the Zapier website

    Integrations page on the Zapier website

  2. Provide more information about yourself and your company. Then click Continue.

    Screenshot of the screen for providing information about you

    Providing information about you

  3. You can select the CommPeak app, along with other apps you use, to get tailored recommendations and then click Finish setup .

    Screenshot of the screen with selecting the CommPeak app

    Selecting the CommPeak app

2. Publish Your Zap Based on CommPeak Template

Now, let's see how to create Zaps from templates prepared by CommPeak. We will demonstrate adding Zaps for two workflows: a new event created in Google Calendar and a new order paid in Shopify. You can try other apps as you wish.

Navigate to https://zapier.com/apps/commpeak/integrations and scroll down. Here, you will find pre-created templates.

SMS Notifications About New Events in Google Calendar

Step 1: Select a Template

Screenshot of the template selection

Template selection

Find a template for Google Calendar and click Try it. This will open a default template for this app. You can change the trigger event later.

Another way to get to the right template is to click Details on the template. You will see the list of templates associated with Google Calendar. Click Try it on the New Event template.

Screenshot of the Google Calendar templates selection

Google Calendar templates selection

Step 2: Name Your Zap

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

Screenshot of the screen with naming your draft Zap

Naming your draft Zap

Step 3: Complete Trigger Settings

  1. On the editing pane on the right, expand the App & event tab and review the app you are going to use and the event that will trigger your Zap. You can change these settings here as needed. In our example, we select New Event.
    Then click Continue.

    Screenshot of the screen with setting up trigger

    Setting up trigger

  2. Sign in to your Google account, then click Continue.

    Screenshot of the screen with signing into Google account

    Signing into Google account

  3. On the Trigger tab, select the calendar you want to use for this Zap.

    Screenshot of the **Trigger** tab

    Trigger tab

  4. Continue to the Test tab. Click Test trigger.

    Screenshot of the **Test trigger** option

    Test trigger option

  5. Select a record and click Continue with selected record.

    Screenshot of the **Continue with selected record** option

    Continue with selected record option

Step 4: Complete Action Settings

  1. The App & event tab must be auto-filled from your chosen template. Otherwise, select the CommPeak app and the Send SMS event, and continue to the Account tab.

    Screenshot of the **Send SMS in CommPeak** option

    Send SMS in CommPeak option

  2. Click Sign in to connect to CommPeak, then click Continue

    Screenshot of the **Sign in**  to CommPeak option

    Sign in to CommPeak option

  3. On the Action tab, complete the required fields:

    1. Select a Sender ID from your approved sender IDs in CommPeak SMS platform.

    2. Enter a target phone number.

    3. Set up the message. You can modify the suggested message and insert data, such as the event description or time. Then click Continue.

      Screenshot of the **Action** tab

      Action tab

  4. On the Test tab, click Test step. The system will send a test SMS message to your target phone number.

    Screenshot of the **Test** tab

    Test tab

  5. Click Publish.

    Screenshot of the **Publish** option

    Publish option

    Congratulations! You've published your first Zap.

    Screenshot of the publish success screen

    Publish success screen

SMS Notifications About New Paid Orders in Shopify

Step 1: Select a Template

Find a template for the new paid Shopify order and click Try it.

Screenshot of the template selection screen

Template selection

Step 2: Name Your Zap

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

Screenshot of the screen with naming Zap

Naming Zap

Step 3: Complete Trigger Settings

  1. On the editing pane on the right, expand the App & event tab and review the app you are going to use and the event that will trigger your Zap.
    Then click Continue.

    Screenshot of the **New Paid Order in Shopify** dialog

    New Paid Order in Shopify dialog

  2. Sign in to your Shopify account, then click Continue.

    Screenshot of the screen with signing into Shopify account

    Signing into Shopify account

  3. On the test tab, click Test trigger.

    Screenshot of the screen with trigger testing

    Trigger testing

  4. Select a record to perform the test or skip the test.

    Screenshot of the **Test** page

    Test page

Step 4: Complete Action Settings

  1. The App & event tab must be auto-filled from your chosen template. Otherwise, select the CommPeak app and the Send SMS event, and continue to the Account tab.

    Screenshot of the **Send SMS in CommPeak** dialog

    Send SMS in CommPeak dialog

  2. Click Sign in to connect to CommPeak, then click Continue.

    Screenshot of the screen with signing into CommPeak

    Signing into CommPeak

  3. On the Action tab, complete the required fields:

    1. Select a sender from your approved sender IDs in CommPeak SMS platform.

    2. Enter a target phone number.

    3. Set up the message. You can insert data, such as the event description or time.
      Then click Continue.

      Screenshot of the **Action** tab

      Action tab

  4. On the Test tab, click Test step. The system will send a test SMS message to your target number.

    Screenshot of the **Test** tab

    Test tab

  5. Click Publish.

    Screenshot of the **Publish** option

    Publish option

    Your new Zap is ready.

    Screenshot of the publish success screen

    Publish success screen

3. Create Zaps from Scratch

In this section, you will learn how to create Zaps for sending messages via CommPeak SMS Platform from scratch. In this example, we will set a workflow to send notifications when a new row is added or an existing row is edited in Google Sheets.

Step 1: Start by Opening the Editor

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

Screenshot of the **+ Create Zap** option

+ Create Zap option

Step 2: Name Your Zap

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

Screenshot of the screen with naming Zap

Naming Zap

Step 3: Set Up the Trigger

  1. Click the trigger box to access an editing pane that will expand on the right.

  2. Select an app and an event, then click Continue.

    Screenshot of the screen with setting up trigger

    Setting up trigger

  3. Sign in to your Google account, then click Continue.

    Screenshot of the screen with signing into Google account

    Signing into Google account

  4. Complete the fields on the Trigger tab, then click Continue.

    Screenshot of the **Trigger** tab

    Trigger tab

  5. Test your trigger.

    Screenshot of the **Test** tab

    Test tab

Step 4: Set up the Action

  1. A pop-up window will appear where you should select the app that will perform the action.

    Screenshot of the screen with setting up action

    Setting up action

  2. Select the Send SMS event, then click Continue.

    Screenshot of the **Send SMS** event selection

    Send SMS event selection

  3. Sign in to your CommPeak account and continue to the Action tab.

    Screenshot of the screen with signing into CommPeak account

    Signing into CommPeak account

  4. Complete the fields:

    1. Select an approved sender ID from your CommPeak SMS platform account.

    2. Enter a target phone number.

    3. Enter the message text, optionally add data, such as the row ID, and then click Continue.

      Screenshot of the **Action** tab

      Action tab

  5. On the Test tab, click Test step. The system will send a test SMS message to your target phone number. You can also skip the test and perform it later.

    Screenshot of the **Test** tab

    Test tab

  6. Click Publish.

    Screenshot of the **Publish** option

    Publish option

    Your Zap will be added to your Zaps list.
    You can view them on our homepage.

    Screenshot of the homepage with added Zaps

    Homepage with added Zaps