Starting a Flow via Zapier

***Our Zapier application is now Global! Learn how to start a flow via Zapier here.***

Use this guide to learn how to start a flow via one the 500+ apps available on Zapier. Specifically, this guide will show you how to use information collected by a Typeform to start a flow. Typeform is a service that helps you create beautiful, intuitive web forms. If you ever need to run a survey, questionnaire, form, contest, etc...Typeform will help you do so seamlessly across all devices, every time, using its unique platform. Don't have an invite link? Click here.

How it Works

  1. Someone completes a Typeform. 
  2. The fields created by the Typeform entry are sent to TextIt. 
  3. TextIt starts anyone who completes the Typeform in a flow. 

What You'll Need

Setting it Up

Zapier watches your apps for new data, and kicks off triggers and actions based on the rules you set. Each trigger and action pairing is called a 'zap', and each zap begins with a trigger. In this case, the trigger will be a new Typeform entry. Once you've created your Zapier and Typeform accounts, you'll need to create the Typeform itself. Ask anything you want, but you'll need to acquire the respondent's phone number (country code included, e.g. 17078888744) to start your flow. Here's an example. 

Next, navigate to your Zapier dashboard to start building your zap: 

Creating the Trigger

Follow the steps Zapier provides to select your Typeform and setup your trigger: 

Creating the Action

Next, setup your 'Start Contact in Flow' action. Use the search bar to find TextIt within Zapier's app directory:

You can find your API token by clicking on the Webhook icon in your account page

Once you've added your account, you'll be prompted to add: 

  • The flow you want to start.
  • The Typeform question that will populate the 'phone' field.
  • Whether or not you'd like to restart the flow for contacts who've already entered it. 

Lastly, you can add any extra fields you'd like to insert into the flow and the corresponding Typeform questions. You can reference these fields in a flow using @extra variables, which refer to values pulled from an external application or another flow. The fields you create should be lowercase. 

Building your Flow

Here's an example of a short, one message flow that thanks each contact who completes the survey: 

We want to save the information we've collected with the Typeform to each contact's profile, so we've added Update the Contact actions to beginning of the flow. In each action, we place the corresponding extra field that we created via our zap: 

Once the contact's Full Name field is updated, you can reference their first name using the variable @contact.first_name

To learn how to send information collected by your flows to other apps via Zapier, click here.  

Go with the Flow

TextIt is changing the way organizations communicate with customers, beneficiaries, constituents and stakeholders. Whether you're interested in adding an SMS messaging channel to your communication pipeline like WebHelp Groupe, or building chat bot like HigherMe, you're guaranteed to increase engagement and efficacy. 

For Example:

  1. An E-commerce company can use TextIt to improve funnel abandonment by texting discount codes to customers who put something in their cart but don't purchase.
  2. An on-demand company can push text notifications when their delivery is on the way or manage a fleet of workers who won't be on computers but will always have their phones.  
  3. Any company can measure Net Promotor Score or customer satisfaction by sending messages that are more likely to be read and responded to than any other form of communication.

Follow us on Twitter to interact with a chat application built with TextIt, or create a free account to build your own. You'll be sending messages in minutes! Get in touch anytime with any questions, comments, or suggestions.