This automation scenario allows you to connect Xero and touchSMS
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 Xero
Triggers when you add a new sales invoice. (Accounts Receivable).
Then this action happens in touchSMS
Sends a SMS to a single mobile number.
This guide contains information on how to set up an automatic workflow that allows to Send SMS alerts in touchSMS for new issued invoices in Xero.
Part I
First, we need to connect Xero and touchSMS to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Connect touchSMS to Zapier.
Give Zapier access to your touchSMS account, using touchSMS 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 Xero
Choose the following trigger: New Sales Invoice (Legacy) (Triggers when you add a new sales invoice. (Accounts Receivable).).
Then set up an Action for touchSMS
Choose this action: Send SMS (Sends a SMS to a single mobile number.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Xero and touchSMS.
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 SMS alerts in touchSMS for new issued invoices in Xero!
Triggers when you add a new sales invoice. (Accounts Receivable).
Triggers when you add a new contact.
Triggers when you add a new contact.
Triggers when you receive a new payment.
Triggers when you add a new bill. (Accounts Payable).
Triggers when a new quote is created.
Sends a SMS to a single mobile number.
Automatically creates a new contact in touchSMS platform.
Triggers when a new inbound SMS is received.
Get Sender Ids from account
touchSMS alternatives
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