Automate SMS Notifications for DEAR Inventory Invoice Authorization Using Pabbly Connect

Learn how to automate SMS notifications for DEAR Inventory invoice authorizations with Pabbly Connect and Twilio. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate SMS notifications for DEAR Inventory invoice authorizations, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing up for a free account or logging in if you already have one.

Once logged in, navigate to the ‘All Apps’ page and click on the ‘Access Now’ button under Pabbly Connect. This will take you to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the ‘Create Workflow’ button and name your workflow, for example, ‘DEAR Inventory to Twilio’. This workflow will handle the automation of sending SMS notifications. using Pabbly Connect

After naming your workflow, you will see two main sections: the trigger window and the action window. The trigger will be the event that starts the automation, while the action will be the SMS sending task.

• Click on the trigger window and search for ‘DEAR Inventory’.
• Select the trigger event ‘Sale Invoice Authorize’ from the dropdown.
• Connect your DEAR Inventory account by providing the required credentials.

Now that you have set up the trigger, you can proceed to configure the action that will send the SMS.

3. Configuring DEAR Inventory Connection

To connect your DEAR Inventory account, you need to input your Account ID, Application Key, and Domain into Pabbly Connect. These details can be found in the ‘Integrations’ section of your DEAR Inventory dashboard. using Pabbly Connect

Once you have these details, paste them into the respective fields in Pabbly Connect. Make sure to remove the ‘https://’ prefix from the domain before saving your connection.

• Go to your DEAR Inventory dashboard and click on ‘Integrations’.
• Select ‘API’ and create a new application to get your Account ID and Application Key.
• Copy and paste these details into Pabbly Connect.

After saving your connection, click on ‘Save and Send Test Request’ to ensure that the integration is working correctly.

4. Sending SMS Notifications via Twilio

After successfully connecting DEAR Inventory, the next step is to send SMS notifications using Twilio. In the action window, search for ‘Twilio’ and select the action event ‘Send SMS Message’. using Pabbly Connect

To connect your Twilio account, you will need your Account SID and Authorization Token, which can be found on the Twilio dashboard. Paste these credentials into Pabbly Connect to establish the connection.

Go to your Twilio dashboard and find your Account SID and Authorization Token. Input these values in Pabbly Connect to connect your Twilio account. Configure the SMS body and recipient number using data received from DEAR Inventory.

For the SMS body, you can customize the message to include the customer’s name and the invoice ID to provide essential information. Once everything is set, click on ‘Save and Send Test Request’ to send a test SMS.

5. Finalizing the Automation Process

After setting up the SMS sending action, it’s essential to finalize your automation. You can test the entire workflow by authorizing a new invoice in DEAR Inventory. using Pabbly Connect

Once you authorize an invoice, Pabbly Connect will capture the details and automatically send an SMS to the designated customer using Twilio. This automation ensures that your team or customers are promptly informed about invoice authorizations.

To ensure everything works smoothly, check the SMS inbox of the recipient to confirm that the message was received as intended. If any adjustments are needed, revisit your workflow settings in Pabbly Connect to make the necessary changes.

Conclusion

By following these steps, you can effectively automate SMS notifications for DEAR Inventory invoice authorizations using Pabbly Connect. This integration not only saves time but also enhances communication with your customers.

Utilizing Pabbly Connect allows you to streamline your workflow and ensure that your team is always informed about important updates. Start automating today!