Text Request and Salesflare

How to connect Text Request

What you can automate

  • When new Contact in Text Request, find or create contact in Salesflare.
  • When new Review in Text Request, create internal note in Salesflare.
  • When contact Updated in Text Request, find or create contact in Salesflare.

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.

Text Request operations on Zapier

Triggers (9)

Start a workflow when this happens

  • Contact Updated — Triggers when contact is updated.
  • Keyword Subscribed — Triggers when user subscribes to a keyword.
  • Keyword Unsubscribed — Triggers when user unsubscribes from a keyword.
  • Message Delivery Status Changed — Triggers when an outbound message delivery status changes (e.g. delivered, undelivered, failed). This is not the same as "New Message Sent", which fires when Text Request accepts the send.
  • New Contact — Triggers when a new contact is created.
Show 4 more triggers
  • New Message Received — Triggers when a new message is received.
  • New Message Sent — Triggers when a new message is sent.
  • New Review — Triggers when a new review is received.
  • Payment Status Changed — Triggers when a Text Request payment request status changes (e.g. Sent, Paid, Cancelled, Failed). Use order_reference (not legacy reference_id) when matching accounting or billing systems.

Actions (19)

Things Salesflare can make it do

  • Add or Remove Contact Custom Field — Adds/Removes Contact Custom Field to/from an existing contact.
  • Add or Remove Contact Tag — Adds/Removes Contact Tag to/from an existing contact.
  • Add or Remove Contact to Group — Adds/Removes Contact Group to/from an existing contact.
  • Create Contact — Creates a new contact.
  • Create Contact Group — Adds Contact Group to your Text Request dashboard.
Show 14 more actions
  • Create Contact Tag — Creates new Contact Tag for your dashboard.
  • Create Custom Field — Creates new Custom Field for your dashboard.
  • Create Keyword — Adds a Keyword Group to your Text Request dashboard that customers subscribe to by texting in the keyword value.
  • Find or Create Contact — Finds a contact.
  • Find or Create Group — Finds a group by name.
  • Find or Create Keyword — Finds a Keyword by name.
  • Get Contact Custom Field — Retrieves the value a specific contact's custom field.
  • Mark Payment as Paid — Marks a payment request as paid.
  • Resend Payment Request — Sends a reminder message for an existing Payment Request.
  • Send Group Message — Sends a group message.
  • Send Message — Sends an SMS or MMS message, optionally at a scheduled time.
  • Send Payment Request — Sends a Payment request message.
  • Send Review Request — Sends an SMS or MMS message with Review Request.
  • Update Contact — Updates the name of an existing contact.

Searches (4)

Look up existing records

  • Find Contact — Finds a contact.
  • Find Conversation — Finds a conversation.
  • Find Group — Finds a group by name.
  • Find Keyword — Finds a Keyword by name.

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