Textline and Salesflare

How to connect Textline

What you can automate

  • When new Contact Message in Textline, find or create contact in Salesflare.

About Textline

Textline is a text messaging platform for your business. Share one or more phone numbers for receiving, managing, & responding to messages.

Textline operations on Zapier

Triggers (1)

Start a workflow when this happens

  • New Contact Message — Triggers when a contact sends you a new message.

Actions (6)

Things Salesflare can make it do

  • Create/Update Contact — Creates or updates an entry in your Textline address book.
  • Import Contact Message — Imports a new message into Textline as if the contact sent it by SMS.
  • Send Announcement — Send an announcement to one or more contacts. This can be done by phone number(s), tag, or saved search.
  • Send Message — Sends a new message to a contact.
  • Send Survey — Send a survey to one or more contacts. This can be done by phone number(s), tag, or saved search.
Show 1 more actions
  • Update Agent Status — Updates an Agent's availability within Textline.

Searches (2)

Look up existing records

  • Find Agent — Find an agent's information by email.
  • Find Contact — Find a contact by phone number.

Textline operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch Agent Status — Triggers when an agent status has been changed.
  • Watch Conversation Status — Triggers when a conversation status has been changed.
  • Watch Customer Posts — Triggers when a message from a customer has been received.
  • Watch Customers — Triggers when a customer has been created or updated.
  • Watch Outbound Messages — Triggers when an outbound message has been sent.
Show 1 more triggers
  • Watch Whisper — Triggers when a whisper from an agent has been received.

Actions (10)

Things Salesflare can make it do

  • Create a Customer — Creates a new customer.
  • Get a Customer — Retrieves a customer.
  • Import a Message as a Customer — Imports a post into account as if the customer sent an SMS to your account.
  • Make an API call — Performs an arbitrary authorized API call.
  • Message a Conversation — Sends an outbound message to a conversation.
Show 5 more actions
  • Message a Phone Number — Sends an outbound message to a phone number.
  • Send a Survey — Sends a new survey.
  • Send an Announcement — Sends an announcement to a group of contacts.
  • Update Agent Status — Updates an agent status.
  • Update a Customer — Updates a customer.

Searches (2)

Look up existing records

  • Search Agents — Searches for agents or lists them all.
  • Search Customers — Searches for customers or lists them all.

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