Add SMS capacities to your existing products and workflows with TxtSync's Microsoft Flow connector

A WORLD OF INTEGRATION

More than 300 applications to choose from

Microsoft Flow connects with web applications in seconds and it’s free to start using. We integrate with apps such as Facebook, Marketo, DropBox, Microsoft Dynamics, Outlook, Calendly, Docusign, FreshDesk, FreshBooks, SurveyMonkey, Slack, Quickbooks, Google Sheets, Google Docs & many more! Plus, we’re adding new ones every day.

300+

Apps supported

98%

Read Rate for SMS

3.5p

UK Text Messaging from

HOW IT WORKS

Connect your favourite apps with ease

We want you to be able to use TxtSync from all your normal day to day applications. Thanks to the power of Microsoft Flow, it couldn’t be easier. In fact, you’ll be sending SMS in a matter of minutes without having to learn how to code.

The example below shows how you could easily send out a text message when a customer creates a support case within Dynamics 365.

dynamicsLogo - Microsoft Flow
Trigger

When a support case is created in Dynamics 365

dynamicsLogo - Microsoft Flow
Logic

Find the relevant contact record in Dynamics 365

txtSyncLogo square - Microsoft Flow
Action

Send them a text message via TxtSync

txtSyncLogo square - Microsoft Flow
Result

The Customer is kept in the loop

How to get started

What you need to get integrating?

1. First, you need a TxtSync account. It’s free to sign up and you only pay for the SMS you send out. Don't worry though, we give you free credit to start with!

2. Generate your TxtSync Client Key and Secret. These are your TxtSync connector credentials so keep them safe.

3. You’ll need a Microsoft account if you don't have one already. Again, you can sign up for free and start using Microsoft without any cost.

HOW TO SET IT UP

Let's see it in action

Microsoft Flow has all the tools you need to save time while improving customer engagement and retention regardless of the application you’re using. The example below shows how easy it is to set up your first flow.

d step1 - Microsoft Flow

Select the application you want to hook up

When using Microsoft Flow - select the appropriate trigger that you want to use. For this example, we want to send a text message whenever a support case is raised. So, to start, we will create a trigger whenever a record is added to Dynamics 365.

Select the type of record

We set it up to check that on adding new ‘Cases’ to the system it will trigger the flow.

j step2 - Microsoft Flow
j step3 - Microsoft Flow

Let's find out who created the support case

To send the text message to the right person, we need to check who raised the case. We do this by getting a single record from Dynamics 365.

Get contact details

Next, we need to perform a query against the contact entity to locate the contact details of the customer that created the Case.

j step4 1 - Microsoft Flow
j step5 - Microsoft Flow

Set TxtSync as an action

Select TxtSync as an action and choose to send out a SMS. At this stage, you’ll also be required to enter your authentication details using the Client Key and Secret that you’ve already created in TxtSync.

And finally...

Enter the details required for sending out the SMS. You’ll be able to get and enter the contacts details from the previous step’s search.

j step6 - Microsoft Flow
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It's as simple as that!

Now that is setup, every time you receive a new support case, it will automatically send the contact a text message to tell them their case will be dealt with shortly. This is perfect for making your customers feel loved when they need it most.

Sample SMS
Sign up today and get started with Microsoft Flow in no time!

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