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Make Integration

Automate your workflows with Salesmsg + Make integration.

Tawheed Altowaitee avatar
Written by Tawheed Altowaitee
Updated over a month ago

Make lets you connect Salesmsg to 1,000+ other apps in a few clicks.

Automated connections can be built using trigger, action and search modules. An automatic connection called Scenario, set up in minutes with no coding, can automate your day-to-day tasks and allow you to build workflows between apps that otherwise wouldn't be possible.

A trigger module monitors data changes in your app or service and kickstarts the scenario. It can be either instant or scheduled. With instant triggers, the scenario runs immediately after the module registers a change. On the other hand, scheduled trigger modules monitor changes in predetermined intervals that you define. An action module creates, updates, reads, or deletes data in an app or service. A search module retrieves data from your app or service based on the conditions you specify. It can return one or more results.


Getting Started with Make

Sign up for a free Make account. From there, you can jump right in and start connecting Salesmsg to your favorite apps.

What can I do with Make and Salesmsg?

The diversity of examples appears boundless, but the following selection shall provide you with an insightful glimpse into the realm of possibilities!

Triggers

Watch Contacts Created

Triggers when a contact is created.

Watch Contact's Tags Added

Triggers when a tag is added to a contact.

Watch Inboxes Updated

Triggers when a new inbox is updated.

Watch Keyword's Subscribers

Triggers when a there is a new subscriber for a keyword.

Watch Incoming Phone Calls

Triggers when an answered incoming call is ended.

Watch Contacts Opted-Out

Triggers when a contact has opted-out.

Watch Inboxes Created

Triggers when a new Salesmsg inbox is created.

Watch SMS Messages Received

Triggers when a new text message is received.

Watch Missed Phone Calls

Triggers when an incoming phone call is missed.

Watch SMS Messages Sent

Triggers when a new text message is sent.

Actions

Send a Text Message (SMS / MMS)

Sends a new SMS or MMS message.

Add Tag to Contact

Apply tags to an existing contact.

Create a Contact

Creates a new contact.

Create Conversation

Starts a conversation with a specific contact. When the first message is sent to or received from a contact, a new conversation is created automatically. In case a contact id is given, the endpoint returns a new conversation with them. In case team id is provided, the endpoint returns a new conversation in a shared inbox.

Create Keyword

Create Keyword.

Assign Conversation to User

Allows you to assign a conversation to a specific user who is the right person to provide a response. Blank User ID field sets a conversation to Unassigned.

Create Contact Note

Creates a new note on a existing contact.

Create Inbox

Create Inbox.

Create Saved Reply

You can use this API endpoint to create a saved reply. The properties that you need to put into your request include:

Contact id with which the new saved reply should be mapped

The content URL for media for the saved reply if needed. Set public key to either true or false (if the key is set to false, the saved reply is private and only visible to the user who created it. If the key is set to true, the saved reply will be visible to all users across the system) Title string for the saved reply.

Searches

Add Members to Inbox

This request adds a user object as a team member to a particular team by user id. Additionally, the API is used to define team member roles in the team.

Get Inbox Members

Get inbox members.

Get Messages by Contacts

Get Messages by Contacts.

Get Numbers

Get Numbers.

Get Tags

Get Tags.

Remove Member From Inbox

This request removes information about a particular team member, specified by a member's id, from the team, specified by team id. The result is - the user no more can see the team they were a part of.

Get Inboxes

Get Inboxes.

Get Keywords

Get Keywords.

Get Messages by Conversation

This API endpoint returns a paginated list of current user conversations including the latest messages. Will return most recent messages first. The request is used to fetch thread message information by conversation_id.

Get Saved Replies

Get user's saved replies.

Get Users Conversations

Get Users Conversations.

Search Contacts

Finds a person by first name, last name, email, or phone number.

Templates

Welcome Text for New Subscribers

Tracks new Contact in Salesmsg and sends out scripted message.

Missed Call Follow Up

Tracks missed calls and sends scripted autoreply.

Send Text from Google Sheets

Tracks addition of new lines into a Google Sheet and sends scripted message to added number.

Welcome Text for New Subscribers (Zoho CRM)

Tracks addition of new Contacts in Zoho CRM and sends scripted message to added number.

Welcome Text for New Subscribers (Airtable)

Tracks addition of new record in Airtable and sends scripted message to added number.


Frequently Asked Questions

Can I troubleshoot my Make Scenarios?

Make has great logging for what is happening with your scenarios in the Scenario settings panel. If there is a problem in your scenario, you'll receive a warning which will allow you to proceed with error processing.

Is Make free?

Make is free for automations that can be created using a drag-and-drop interface. However, to get access to more sophisticated automations you will need to choose a paid plan of Make.


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