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Updated over a week ago

This guide will walk you through automating your workflows in using CommPeak integration. Pre-set recipes are ready for use.

For more information about integrations, refer to the Knowledge base.

Creating an Integration

You can set up SMS notifications about various updates in your board. Complete the following steps.

  1. In your board, click Integrate in the top-right.

  2. Select CommPeak SMS app.

  3. Select a recipe to get SMS notifications about your board updates. For example, you can receive an SMS when an item's status changes.

  4. Enter your CommPeak Portal account credentials, complete the captcha authentication, and click LOGIN.

  5. Authorize the application to use your CommPeak account.

  6. Fill in the details in your recipe by completing the underlined fields. In our example, we need to define the following:

    1. Select a column for the status.

    2. Select a sender from the approved Sender IDs available in your TextPeak account.

    3. Enter the recipient's phone number.

    4. Type your message. You can auto-populate fields for board items.

  7. Click Add To Board.

  8. A new item will appear on the Board Integrations tab.

Integration Activity

You can add as many integrations as you need for other activities or phone numbers. All of them are displayed on the Board Integrations tab.

Here, you can switch off unnecessary items. Click the three-dot menu to edit, duplicate, or delete an integration.

Click Integration Activity to see the status of your SMS messages.

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