Communication
Textline
17 min
textline is a business texting platform enabling teams to send, receive, and manage sms conversations with customers integrating textline with make com allows users to automate customer messaging, trigger texts from crm updates, and streamline support workflows this is ai generated content based on official textline documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www textline com/ directly requirements to use the textline app in make, you must have an active textline account and an api key, https //www textline com/ for subscription, refer to the https //www textline com/ connect textline and {{product name}} to get started, you must first create a connection between textline and {{product name}} , allowing the two services to communicate obtain your basic in your textline account create the connection in make obtain your basic in your textline account before you create the connection in {{product name}} , you should first obtain your basic in your textline account to obtain your basic navigate to settings click tools and integrations click developer api copy the api token displayed in the api credentials section you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help textline com/en/articles/6660332 zendesk support send text trigger create the connection in {{product name}} https //www make com/en/register , add the textline module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your textline account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page textline modules after connecting to the textline app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer creates a new customer record in your account get a customer fetches detailed information about a specific customer import a message as a customer imports a post into your account, simulating it as if the customer had sent an sms message directly to your account make an api call executes a custom api request to the connected service using your authorized credentials message a conversation sends a message from your system to an ongoing conversation with a contact message a phone number sends a text message to a specified phone number search agents searches for specific agents based on given criteria or retrieves a complete list of all agents search customers searches for specific customers or retrieves a complete list of all customers send a survey creates and sends a new survey to specified recipients send an announcement sends a message or notification to a selected group of contacts update agent status updates the current status of a specified agent update a customer updates the details of an existing customer watch agent status triggers when the status of a support agent is updated, such as becoming available, busy, or offline watch conversation status triggers when the status of an existing conversation is updated, such as being marked as resolved, pending, or closed watch customer posts triggers when a customer sends a new message to your account watch customers triggers when a new customer is added or when an existing customer's information is updated watch outbound messages triggers when an outbound message is successfully sent from your account watch whisper triggers when an agent sends a whisper message to a user templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} textline resources you can have access to more resources related to this app on the following links https //www textline com/ https //textline docs apiary io/ https //www make com/en/integrations/textline