This automation scenario allows you to connect Upwork and SMS
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Upwork
Triggers when a new message is sent to a room.
Then this action happens in SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
This guide contains information on how to set up an automatic workflow that allows to Send Zapier SMS for new Upwork messages.
Part I
First, we need to connect Upwork and SMS to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Upwork to Zapier.
Give Zapier access to your Upwork account, using Upwork credentials.
Connect SMS to Zapier.
Give Zapier access to your SMS account, using SMS credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Upwork
Choose the following trigger: New Message (Triggers when a new message is sent to a room.).
Then set up an Action for SMS
Choose this action: Send SMS (Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Upwork and SMS.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Zapier SMS for new Upwork messages!
Triggers when a new message is sent to a room.
This is a hidden list, and is used to get list of rooms for the Upwork user
This is a hidden list, and is used to get list of teams for the Upwork user
Sends a message to a room.
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
This Action will send an SMS to your mobile phone.
Make a phone call to a number. Notice that a successful action means that the call has been queued, not completed. (Deprecated, no longer available for new customers)
Send an SMS to a number.
Send IFTTT a tagged SMS by adding a hashtag symbol anywhere in the message (e.g. #IFTTT).
This Trigger fires every time you send any SMS to your IFTTT phone number.
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