Zapier Integration Notes
Updated
by
Jean Powell
Zapier is a third-party service that provides the ability to connect and automate workflows between web applications, including Myopolis. This integration allows you to connect your account with other software platforms to send messages, sync data, and automate your business.
Steps to integrate:
- Create a Zapier account
- In Zapier, create your Zap using triggers and actions to connect Myopolis to third-party applications
- To complete the connection, you will be required to authorize Zapier to access your Myopolis account. Confirm that you would like to allow this access.
Actions
Send Message - send an SMS message
Phone Number (required) - Recipient phone number. The phone number should be text-enabled
Template (required if message not specified) - Myopolis message template to be used. Please ensure data will be available for variables defined in the template.
Message (required if template not specified) - The content of the SMS message. Template variables are not supported in this field
First Name (optional) - Recipient first name
Last Name (optional) - Recipient last name
Email (optional) - recipient email address
Company (optional) - recipient company name
Contact ID (optional) - Unique ID of the customer record in the external system. Without an external ID updates can potentially result in a duplicate Myopolis record. If Contact ID is not present, the phone number will be used to check for an existing record.
Add Contact - add or update a Myopolis contact/customer
Phone Number (required) - Recipient phone number. The phone number should be SMS enabled
First Name (optional) - Recipient first name
Last Name (optional) - Recipient last name
Email (optional) - recipient email address
Company (optional) - recipient company name
Contact ID (optional) - Unique ID of the customer record in external the system. Without an external ID updates can potentially result in a duplicate Myopolis record. If Contact ID is not present, the phone number will be used to check for an existing record.
Triggers
New Message - Triggers when a new message is received
id - Myopolis message ID
from - the sender of the message. could be phone number or Facebook user ID
to - destination phone number
text - message content
customer_id - Myopolis sender/customer ID
firstName - sender/customer first name
lastName - sender/customer last name
email - sender/customer email
attachments - list of attachment URLs sent with the message
