Connect touchSMS and Charles Schwab to Build Intelligent Automations
Enable Integrations or automations with these events of touchSMS and Charles Schwab
Enable Integrations or automations with these events of touchSMS and Charles Schwab
Triggers
New SMS Received
Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).
Actions
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 a text message to the specified phone number using your approved sender ID.
Send Verification SMS
Send an SMS verification code to a recipient using the touchSMS verification template.
Add Opt-Out Number
Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.
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Frequently Asked Questions
To start, connect both your touchSMS and Charles Schwab accounts to viaSocket. Once connected, you can set up a workflow where an event in touchSMS triggers actions in Charles Schwab (or vice versa).
Absolutely. You can customize how touchSMS data is recorded in Charles Schwab. This includes choosing which data fields go into which fields of Charles Schwab, setting up custom formats, and filtering out unwanted information.
The data sync between touchSMS and Charles Schwab 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 touchSMS and Charles Schwab. 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 Charles Schwab
Charles Schwab is a leading provider of financial services, offering a wide range of investment products, banking services, and financial advisory solutions. With a focus on empowering individual investors and institutions, Schwab provides tools and resources to help clients make informed financial decisions and achieve their financial goals.
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