Connect SMS Partner and forecast to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMS Partner
Choose an Action
Automatically do this!
- Request a new Action for forecast
Enable Integrations or automations with these events of SMS Partner and forecast
Enable Integrations or automations with these events of SMS Partner and forecast
Actions
Send SMS
Send SMS messages to one or more phone numbers immediately or at a scheduled time.
Cancel Scheduled SMS
Cancel a previously scheduled SMS using its Message ID.
Create Contact
Create a new contact within a group.
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Frequently Asked Questions
To start, connect both your SMS Partner and forecast accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Partner triggers actions in forecast (or vice versa).
Absolutely. You can customize how SMS Partner data is recorded in forecast. This includes choosing which data fields go into which fields of forecast, setting up custom formats, and filtering out unwanted information.
The data sync between SMS Partner and forecast typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SMS Partner and forecast. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SMS Partner
SMS Partner is a robust platform for managing and sending SMS communications, ideal for businesses looking to enhance their customer engagement and communication strategies.
Learn MoreAbout forecast
Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.
Learn More
