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  • Mail to SMS automation with Zapier

    Tutorial : how to configure an automated SMS when a new e-mail is recieved ?

    Want to recieve / send SMS related to your mailbox's events ? Use SMSFactor and Zapier ! In this tutorial, we'll cover how to quickly create an automation from any e-mail provider !

    If you don’t feel at ease using this type of web application, know that we created our own mail to SMS module. This solution is free so feel free to reach for easier solution.

    Creating a Zapier Account

    To create your account go to this page and enter your log-in information. Zapier will send you an Account creation confirmation email which allows you to connect.

    Note that Zapier offers you free 100 interactions per month. You can without subscription send a 100 SMS per month through your mailbox and this by having only as a cost the price of an SMS.

    zapier log in page
    zapier log in form

    Your first Zapier Connection

    You're ready to start : to connect and start Zapier’s Adventure.

    Create a new Zap

    As shown in the picture, once logged in click on the button “Create a Zap” on the button located at the top left of your dashboard.

    orange button from zapier's dashboard

    Mail to SMS configuration

    trigger panel

    Trigerring app choice

    We aim to use Email by Zapier as the trigerring app. Be sure to select Email by Zapier and not an email provider (such as Outlook, Gmail or Yahoo).

    Choose the trigerring event

    From the dropdown list you will be able to choose between :

    New Inbound Email = new email recieved in your mailbox. We'll use this trigger to illustrate the other steps.

    New Read Receipt = an email you sent was opened

    Hit "Continue" to move on to the next steps.

    triggering event dropdown list

    A functional mail to sms !

    Your Zap being functional you will not have to deal with it and you can also send your mail by SMS following the procedure we just saw.

    email creation interface

    Create a linking email adress.

    In other words : this email adress will convert the message sent by your real email adress into a SMS.

    Only use lowercase letters and/or numbers for its name. Press "Continue" once settled.

    Test the email.

    In the previous step we created a special email adress. Zapier asks us to try it : go to your email provider (Gmail, Outlook, Yahoo...) and send an email to the created adress.

    Head back to Zapier and click on "Test trigger". If you haven't recieved a new e-mail then wait for a minute and try again. If the test fails then make sure the previous steps were set up correctly.

    test of an email
    results of an email test shown in zapier

    Successfull test

    If your test succeeded you should see this kind of message appear. Simply continue.

    Chain SMSFactor

    Look for SMSFactor through the search bar in the action windows and chose the Newer Available version.

    search action bar in zapier
    list of actions with the SMSFactor solution

    Sending action

    Select "Send SMS" from the dropdown list of actions.

    Log into SMSFactor

    Select your SMSFactor account or (in case this is your first time) click on "+Connect New Account" and insert your account's name & password.

    SMSFactor log in interface through zapier
    example of an SMS configuration

    SMS set up

    1-Message : e-mail field containing the information you want to recieve in your SMS. You can choose the Subject, Sender(from) or any other field. In this tutorial we chose "Body Plain"(the email's message).

    2-Message Push Type : select "alert" because the "marketing" option forbids sending between 10 PM and 8 AM from monday to saturday and completely on sundays.

    3-Date to send : delay between the email's reception and the sending of a SMS. Select "1 minute from now".

    4-Sender: sender's name shown at the top of the SMS. This field can be left empty however it could be useful to provide a specific term (for instance : IMPORTANT). The length can't exceed 11 caracters.

    5-GSM Number : phone number recieving the SMS. In order to make it work you'll have to dedicate a specific field of your email (stripped text / stripped signature / subject). For example someone wants to reach you with this Mail to SMS solution they can simply write their message in the body of their email and write your number in the subject field.

    Click on "Continue" & test your action.

    Publish your new Zap.

    When everything is settled press the "Publis" button in the top left corner. Congratulations, you're done !

    publish button in zapier

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