How to Connect Telesign as Data Destination

Integration will allow you to send messages to Telesign in response to some action on other systems. For example, when a new line appears in Google Sheets, an order in your CRM moves to another stage of the funnel, or when a new order appears on your website. This will allow you to effectively automate your workflows and save a lot of time.

Let's go through the entire Telesign setup steps together!

Navigation:
1. What will the integration with Telesign do?
2. How to connect your Telesign account to ApiX-Drive?
3. How can I set up data transfer to Telesign in the selected action?
4. Example of data that will be sent to your Telesign.
5. Auto-update and update interval.

Once you have set up a Data Source system, such as Google Sheets, you can begin setting up Telesign as a Data Destination.

To do this, click “Start configuring Data Destination”.

Select the system as Data Destination. In this case, you must specify Telesign.

Next, you need to specify the action “Send SMS”.

The next step is to select the Telesign account to which the data will be sent.

If there are no accounts connected to the ApiX-Drive system, click “Connect account”.

In the window that opens, you need to fill in the fields Customer ID and API Keys.

In order to find this data, let's go to your Telesign account.

At the top right, click on your profile and select the "API Keys" section.

Next, copy the “Customer ID” and “API Key” fields and paste them into the corresponding fields in the ApiX-Drive system.

When the connected account appears in the "active accounts" list, select it.

Attention! If your account is on the "inactive accounts" list, check your access to this login!

Now you need to specify the field where the recipient's phone number will be taken from.

Also, you need to indicate the alpha name of the sender, which you have registered in the Telesign service.

In the "Message" field, you can use both system variables, such as time, date, year, month, day, and variables from the data source system, in this case Google Sheets.

You can combine these variables in any way you like. For example, take a name from one cell, then put a comma, and then indicate the main text of the message from another cell, as shown in the example.

Also select the Message Type for which SMS will be sent.

Now you see what the future SMS message will look like, according to the selected data.

Click “Send test data to Telesign” and an SMS message will be sent to the phone number specified in the test data.

If you are not satisfied with something, click “Edit” and go back a step.

If you are satisfied with everything, click “Next” to continue the setup.

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable auto-update".

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.   

To enable auto-update, switch the slider to the position as shown in the picture.

To force a connection, click on the arrow icon.

This completes the setup of Telesign as a Data Destination! See how simple it is!?

Now you don’t have to worry, ApiX-Drive will do everything on its own!