Connect touchSMS and casebook to Build Intelligent Automations

Choose a Trigger

touchSMS

When this happens...

Choose an Action

casebook

Automatically do this!

Enable Integrations or automations with these events of touchSMS and casebook

Enable Integrations or automations with these events of touchSMS and casebook

Triggers

New SMS Received

New SMS Received

Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).

Request a new Trigger for touchSMS

Actions

Create Contact

Create Contact

Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.

Send SMS

Send SMS

Send a text message to the specified phone number using your approved sender ID.

Send Verification SMS

Send Verification SMS

Send an SMS verification code to a recipient using the touchSMS verification template.

Add Opt-Out Number

Add Opt-Out Number

Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.

Request a new Action for touchSMS

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Frequently Asked Questions

How do I start an integration between touchSMS and casebook?

To start, connect both your touchSMS and casebook accounts to viaSocket. Once connected, you can set up a workflow where an event in touchSMS triggers actions in casebook (or vice versa).

Can we customize how data from touchSMS is recorded in casebook?

Absolutely. You can customize how touchSMS data is recorded in casebook. This includes choosing which data fields go into which fields of casebook, setting up custom formats, and filtering out unwanted information.

How often does the data sync between touchSMS and casebook?

The data sync between touchSMS and casebook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from touchSMS to casebook?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between touchSMS and casebook?

Yes, you can set conditional logic to control the flow of data between touchSMS and casebook. 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.