How to Send Twilio SMS Messages for Recalled Zoho Sign Documents Using Pabbly Connect

Learn how to send Twilio SMS messages for recalled Zoho Sign documents using Pabbly Connect. Follow this detailed tutorial for step-by-step integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send Twilio SMS messages for recalled Zoho Sign documents, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly Connect website.

Once there, you will see options to sign in or sign up. If you are new, create an account, which takes less than two minutes and grants you 100 free tasks. After signing in, you will arrive at the all applications page, where you can start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Send SMS Messages for Recalled Zoho Sign Documents’.

• Click on ‘Create’ to proceed.
• You will see options for trigger and action applications.

This workflow will trigger when a document is recalled in Zoho Sign, and the action will be to send an SMS via Twilio. This setup will automate the notification process efficiently.

3. Setting Up Zoho Sign as Trigger Application

In this step, you will set Zoho Sign as the trigger application in Pabbly Connect. Click on Zoho Sign and select the event ‘Document Recalled’. This event triggers when a document is recalled by the sender.

Next, connect your Zoho Sign account by clicking on ‘Add New Connection’. You will need to enter your Zoho domain, which is typically ‘zoho.com’. After entering the domain, click ‘Save’.

4. Sending SMS via Twilio in Pabbly Connect

After setting up the trigger, the next step involves configuring Twilio as the action application in Pabbly Connect. Choose Twilio and select the action event ‘Send SMS’. Connect your Twilio account by entering the Account SID and Authorization Token.

• These can be found in your Twilio dashboard.
• Map the SMS body, including the recipient’s name and the reason for the document recall.

Ensure that the recipient’s mobile number is formatted correctly with the country code. After configuring the message, click on ‘Save and Send Test Request’ to verify the integration.

5. Testing the Integration Process

To test the integration, recall a document in Zoho Sign and observe if the SMS is sent successfully via Twilio. This confirms that the workflow is functioning as intended in Pabbly Connect.

Upon recalling the document, you should receive an SMS notification containing the details about the recalled document. This step ensures that your integration is not only set up but also actively working in real-time.

Conclusion

In this tutorial, we demonstrated how to send Twilio SMS messages for recalled Zoho Sign documents using Pabbly Connect. This seamless integration automates the notification process, ensuring clients are promptly informed about document recalls.