This guide will walk you through creating SMS integrations with CommPeak in Zapier. Such integrations will allow you to receive an SMS notification triggered by an action in any connected app.
You can find more information about Zaps in the Zapier help center.
1. Sign up to Zapier
NOTE
If you already have a Zapier account, go to the next section.
Navigate to CommPeak Integrations page (https://zapier.com/apps/commpeak/integrations) on the Zapier website. Here, you can select a signup option that is most suitable for you.
Provide more information about yourself and your company. Then click Continue.
You can select the CommPeak app, along with other apps you use, to get tailored recommendations and then click Finish setup.
2. Publish Your Zap Based on CommPeak Template
Now, let's see how to create Zaps from templates prepared by CommPeak. We will demonstrate adding Zaps for two workflows: a new event created in Google Calendar and a new order paid in Shopify. You can try other apps as you wish.
Navigate to https://zapier.com/apps/commpeak/integrations and scroll down. Here you will find pre-created templates.
SMS Notifications About New Events in Google Calendar
Step 1: Select a Template
Find a template for Google Calendar and click Try it. This will open a default template for this app. You can change the trigger event later.
Another way to get to the right template is to click Details on the template. You will see the list of templates associated with Google Calendar. Click Try it on the New Event template.
Step 2: Name Your Zap
The Zapier editor opens with your draft Zap. Modify the name by clicking the pencil icon next to it.
Step 3: Complete Trigger Settings
On the editing pane on the right, expand the App & event tab and review the app you are going to use and the event that will trigger your Zap. You can change these settings here as needed. In our example, we select New Event.
Then click Continue.
Sign in to your Google account, then click Continue.
On the Trigger tab, select the calendar you want to use for this Zap.
Continue to the Test tab. Click Test trigger.
Select a record and click Continue with selected record.
Step 4: Complete Action Settings
The App & event tab must be auto-filled from your chosen template. Otherwise, select the CommPeak app and the Send SMS event, and continue to the Account tab.
Click Sign in to connect to CommPeak, then click Continue.
On the Action tab, complete the required fields:
Select a sender from your approved sender IDs in CommPeak SMS platform.
Enter a target phone number.
Set up the message. You can modify the suggested message and insert data, such as the event description or time. Then click Continue.
On the Test tab, click Test step. The system will send a test SMS message to your target phone number.
Click Publish.
Congratulations! You've published your first Zap.
SMS Notifications About New Paid Orders in Shopify
Step 1: Select a Template
Find a template for the new paid Shopify order and click Try it.
Step 2: Name Your Zap
The Zapier editor opens with your draft Zap. Modify the name by clicking the pencil icon next to it.
Step 3: Complete Trigger Settings
On the editing pane on the right, expand the App & event tab and review the app you are going to use and the event that will trigger your Zap.
Then click Continue.
Sign in to your Shopify account, then click Continue.
On the test tab, click Test trigger.
Select a record to perform the test, or skip the test.
Step 4: Complete Action Settings
The App & event tab must be auto-filled from your chosen template. Otherwise, select the CommPeak app and the Send SMS event, and continue to the Account tab.
Click Sign in to connect to CommPeak, then click Continue.
On the Action tab, complete the required fields:
Select a sender from your approved sender IDs in CommPeak SMS platform.
Enter a target phone number.
Set up the message. You can insert data, such as the event description or time. Then click Continue.
On the Test tab, click Test step. The system will send a test SMS message to your target number.
Click Publish.
Your new Zap is ready.
3. Create Zaps from Scratch
In this section, we will show you how to create Zaps for sending messages via CommPeak SMS Platform from scratch. In this example, we will set a workflow to send notifications when a new row is added or an existing row is edited in Google Sheets.
Step 1: Start by Opening the Editor
To start, On your Zapier home page, click + Create Zap on the left.
Step 2: Name Your Zap
The Zapier editor opens with your draft Zap. Modify the name by clicking the pencil icon next to it.
Step 3: Set up the Trigger
Click the trigger box to access an editing pane that will expand on the right.
Select an app and an event, then click Continue.
Sign in to your Google account, then click Continue.
Complete the fields on the Trigger tab, then click Continue.
Test your trigger.
Step 4: Set up the Action
A pop-up window will appear where you should select the app that will perform the action.
Select the Send SMS event, then click Continue.
Sign in to your CommPeak account and continue to the Action tab.
Complete the fields:
Select an approved sender ID from your CommPeak SMS platform account.
Enter a target phone number.
Enter the message text, optionally add data, such as the row ID, and then click Continue.
On the Test tab, click Test step. The system will send a test SMS message to your target phone number. You can also skip the test and perform it later.
Click Publish.
Your Zap will be added to the list of your Zaps.
You can view them on our homepage.
