An automated workflow using zapier
Connects Zoho People + Twilio
Send Zoho People event reminders with a Twilio SMS
About this workflow template
This automation scenario allows you to connect Zoho People and Twilio
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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.
Zoho People and Twilio can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zoho People
New Event in Zoho People
Triggers based on the date field of a form.
Then this action happens in Twilio
Send SMS in Twilio
Send a SMS to a number or numbers.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Zoho People event reminders with a Twilio SMS.
Part I
Configure Applications
First, we need to connect Zoho People and Twilio to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho People to Zapier.
Give Zapier access to your Zoho People account, using Zoho People credentials.
Connect Twilio to Zapier.
Give Zapier access to your Twilio account, using Twilio credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho People
Choose the following trigger: New Event (Triggers based on the date field of a form.).
Then set up an Action for Twilio
Choose this action: Send SMS (Send a SMS to a number or numbers.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho People and Twilio.
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 Zoho People event reminders with a Twilio SMS!
Supported triggers and actions
New incoming sms (instant)
New incoming sms (instant)
triggerbypipedreamNew sms
Triggered when an SMS is sent to your Twilio number.
triggerbyzapierautomateiopabbly-connectalbatoNew recording
Triggered when a new recording is available on your account.
triggerbyzapierautomateiopipedreamNew call
Triggered when a call is finished on your Twilio number.
triggerbyzapierautomateiopabbly-connectalbatoNew transcription
Triggered when a new transcription is available on your account.
triggerbyzapierautomateiopipedreamNew phone number
Triggered when you add a new phone number.
triggerbyzapierpipedream
Add a record
Adds a record to a form.
actionbyintegromatAdd record
Adds a new record in the selected form.
actionbyzapierCreate attendance entry
Does a check-in and/or check-out in Zoho People.
actionbyzapierAdd company file
Adds a new file as a Company File in the Files module.
actionbyzapierAdd hr file
Adds a new file as HR file in the Files Module.
actionbyzapierFind employee
Finds an employee by Email ID or Employee ID.
actionbyzapier
Apps you need
Twilio
A cloud communication platform, which brings voice, telephony, SMS, and messaging functionality to your app
Twilio is a cloud communications API that allows developers to easily integrate SMS, Voice/Telephony capabilities into their software using their existing web languages and skills. With Twilio, companies can make global phone calls and send and receive text messages, strengthening customer relationships.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
