Integration between AVANSER and Zapier

Zapier Setup


Overview

The AVANSER integration for Zapier allows for "zaps" (an event supported within Zapier) to be triggered by events created by AVANSER or complete actions handled by AVANSER.

The AVANSER triggers include:
  1. Inbound Call completion
  2. Outbound Call completion
  3. Inbound SMS received
  4. Outbound SMS sent
The AVANSER events include:
  1. Request call, allowing the following parameters to be set:
    1. from
    2. to
    3. CLI on/off
  2. Send SMS, allowing the following parameters to be set:
    1. from
    2. to
    3. body
In addition to the guide below, a video guide is also available.


Step-by-step Setup

On your Zapier Zaps dashboard found at https://zapier.com/app/zaps click on the "+ Create Zap" button on the top left.



Setting up an AVANSER Trigger

In the App event selector, search for, and select AVANSER.



Choose the event that you wish to trigger the Zap, in this example we will use "Inbound Call" as our trigger. Once our chosen event is selected we press continue.


With any AVANSER event selected, you must login using your Customer Portal Login details in order to authorise the connection. To do this, we press sign in when prompted and fill in our Customer Portal Login username and password.



 


With a valid AVANSER login entered, we can press "Continue" to begin setting up the trigger.



The following details are used to narrow down exactly what calls you want to trigger the event. 
  1. The Caller field allows you to enter a specific phone number of the caller. This field can be left empty in order to trigger the event for all callers rather than one.
  2. The Tracking Service Type field allows you to limit the event to only being triggered by specific service types, the types included are listed below. Note that this field can be left empty in order to trigger the event for all service types rather than one:
    1. GEO numbers (local area telephone number)
    2. Mobile numbers (AVANSER asssigned Virtual Mobile Numbers)
    3. TOLLFREE numbers (1300 or 13 number)
    4. FREECALL numbers (1800 number)
    5. VIRTUAL numbers (reporting only number, e.g. +61-VIRTxxxxxx)
  3. The Tracking Service field specifies which AVANSER tracking service you wish to watch for calls
  4. The Target field allows you to enter a specific phone number that the inbound call will be received on. This field can be left empty in order to trigger the event for all targets rather than one.



Once the trigger has been setup to your preference we can test the trigger to ensure that it is functioning correctly with your configuration and is able to find any existing calls that match the criteria by pressing the "Test trigger" button. Here is an example of a successful test.



Setting up an AVANSER Action

After the completed or skipped test, you will be prompted to make the action that will occur when it is triggered by the chosen setting. In this example we are choosing the AVANSER action of sending an SMS message to a chosen number.

  



With the chosen AVANSER action selected, you will be prompted to enter your AVANSER Customer Portal login details again. If you used an AVANSER login for a trigger, your login details will be saved and can be selected from the drop down menu.



For the Send SMS action, I am prompted to choose:
  1. A tracking number that has been assigned through your AVANSER account, this number is the number that the SMS will be sent from
  2. A number that the SMS will be sent to, set with the country code prefix, i.e. for an Australian number "+61-04xxxxxxxx"
  3. The message that will be sent when the action is triggered 



Once your parameters have been entered you send a test SMS message (or skip the testing phase) and save the setup.



At any time once a Zap has been successfully created and published you can edit it by clicking on the name of the created Zap.


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