Zapier integration

When Textline and Zapier have been connected, you can create Zaps based on several different triggers and actions:

Triggers

New Customer Message

This trigger gets called when a customer sends you a new message in Textline. It includes information about the customer and the message.

Example: When a new message is received in Textline, add message information to Google Sheets

Actions

Send message to Textline contact

The selected trigger will send a message to a Textline contact via your Textline account.

ExampleWhen the status of a Lead is changed in Salesforce, send a message to a Textline contact

 

Import message to Textline from contact

The selected trigger will import a message to a Textline conversation, appearing as though the Textline contact has sent the message to your Textline account.

ExampleWhen a contact fills out a Google Form, import information as customer message in Textline

 

Create or update Textline contact

The selected trigger will create a new contact or update an existing contact in your Textline Address Book.

ExampleNew spreadsheet row in Google sheets creates a new Textline contact



Integrating and using Zapier

To integrate with Zapier, first head to your Tools & Integrations section in Textline. Click the Zapier button, then select Connect. Alternatively, if you see a Zap you'd like to use in the list of prebuilt options, you can select Use the Zap to be walked through setup.

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Clicking Connect will open Zapier. If you already have a Zapier account, select Log In. If not, select Sign Up to create your Zapier account.

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To complete the integration, search for Textline in Zapier's available apps. 

 

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If you'd like to create your first Zap now, you can choose from one of Textline's prebuilt Zaps that populate below the search field, or select the Make A Zap button to create a Zap of your own. Either option will walk you through setting up your Zap, and have you connect your Textline account if you haven't yet. You'll just need your Textline login credentials to complete the process, if this is your first time using the integration.

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If you're not ready to create your first Zap but would like to connect your Textline account for future use, you can do so in the App Details section below Popular Zaps. In the Textline box, select Connect Account, and proceed with the required steps.

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If you’d like to perform a Textline action triggered by a different app rather than one of the prebuilt options, or if you’re returning to your Zapier account at a later date to make a Zap, select the Make a Zap button found on your Zapier home screen. 

 

Steps to create Zaps - and the possible actions that can result - will vary based on the apps you've chosen as trigger and action(s). You can add your preferred Apps through Zapier’s Explore section.

 

Find out more using Zapier with Gmail, Google Sheets, Mailchimp, and Slack, and general information about creating Zaps here.