OrbisX + Twilio

OrbisX + Twilio integrations

Send sms in Twilio for new leads in OrbisX

This workflow springs into action when a new lead is entered into the OrbisX system, automatically sending a prompt SMS message via Twilio to follow up. Ideal for businesses looking for a seamless way to connect with potential customers, this automation will keep your communication timely and efficient without any additional input needed from you. Use this workflow to simplify your lead management process and never miss an opportunity to connect with a prospective client.

When this happens...
New Leads HookTriggers when a new lead is created.
TriggerInstant
automatically do this!
Send SMSSend a SMS to a number or numbers.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with OrbisX and Twilio

Discover other triggers and actions you can use with OrbisX and Twilio

Completed Event Hook
Triggers when an event is completed
Trigger
Instant
Try It
Get POS Items
Triggers when a list of available POS items is required.
Trigger
Polling
Try It
- Invoice ID
  Required
Trigger
Polling
Try It
New Clients
Triggers when a new clients are created.
Trigger
Polling
Try It
- Form ID
Trigger
Polling
Try It

New Estimate Hook
Triggers when a new estimate is created.
Trigger
Instant
Try It
New Events Hook
Triggers when a new event is created.
Trigger
Instant
Try It

New Expense Hook
Triggers when a new expense is created.
Trigger
Instant
Try It
New Invoice Hook
Triggers when a new invoice is created
Trigger
Instant
Try It
New Leads
Triggers when a new leads are created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New Tag Added to Client
Triggers when a tag or label is added to a client
Trigger
Instant
Try It
New Tag Added to Lead
Triggers when a tag or label is added to a lead
Trigger
Instant
Try It
New Tag Removed From Event
Triggers when a tag or label is removed from an event
Trigger
Instant
Try It
Updated Invoice Hook
Triggers when an invoice is updated
Trigger
Instant
Try It
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Write
- Amount
  Required
- Category
  Required
- Vendor/Supplier
  Required
- New Customer Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
Action
Write
- Contact / Full Name
  Required
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tags
Action
Write
- Lead ID
- Email
- Phone
- Notes
- Primary User ID
- Tags
- Lead Status
Action
Write
- Client ID
- Phone Number
- Email
- Start Date
- End Date
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
Action
Search or write
New Phone Number
Triggers when you add a new phone number.
Trigger
Polling
Try It
New Recording
Triggers when a new recording is available on your account.
Trigger
Polling
Try It
New Transcription
Triggers when a new transcription is available on your account.
Trigger
Polling
Try It
- From Number
  Required
- To_number
  Required
- Message
  Required
- Voice
- Language
- Send Digits
Action
Write
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
- Send Large Messages?
Action
Write

Deleted Event Hook
Triggers when an event is deleted.
Trigger
Instant
Try It
Lead Converted to Client
Triggers when a lead is converted to a client
Trigger
Instant
Try It
New Booking Request Received
Triggers when a new booking request is received
Trigger
Instant
Try It
New Clients Hook
Triggers when a new client is created.
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Events
Triggers when a new events are created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Trigger
Instant
Try It
New Leads Hook
Triggers when a new lead is created.
Trigger
Instant
Try It
New Payment Hook
Triggers when a new payment is created.
Trigger
Instant
Try It
New Tag Added to Event
Triggers when a tag or label is added to an event
Trigger
Instant
Try It
New Tag Removed From Client
Triggers when a tag or label is removed from a client
Trigger
Instant
Try It
New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Trigger
Instant
Try It
Updated Events Hook
Triggers when an event is updated.
Trigger
Instant
Try It
- Assigned Staff Member
  Required
- Event Date
  Required
- Event Time
  Required
- Title
  Required
- Details
- Price
- Duration (minutes)
- Service ID
- Service Name
- Existing Lead
- Existing Client
- New Lead Name
- New Client Name
- New Lead/Client Email
- New Lead/Client Phone
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Event Address
- Event Notifications
- Event Tags/Labels
- Created By User ID
Action
Write
- Journal Entry
  Required
- Journal Target
  Required
- Target ID (lead or client ID)
  Required
- Staff/User ID
Action
Write
- Message Type
  Required
- Message Content
  Required
- Client's Phone or Email
  Required
Action
Write
- Full Name
- Phone
- Email
Action
Search
- Full Name
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Interest
- Source
- Lead ID
Action
Search
- Contact / Full Name
  Required
- Phone
- Email
- Tags
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Source
- Lead ID
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
Action
Search or write
- Instructions_copy
Trigger
Instant
Try It
- To Number
  Required
- Apply US Prefix
Trigger
Polling
Try It
- To Number
  Required
Trigger
Polling
Try It
- Help Text
- From Number
  Required
- Alphanumeric Sender ID
- To_number
  Required
- Message
  Required
- Media_url
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Twilio

An easy tool for developers to send and receive SMS and voice calls.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Similar apps

CallFire

Phone & SMS

Kudosity

Phone & SMS

RingCentral

Phone & SMS

Related Zap Templates

Send sms in Twilio for new clients in OrbisX

Send sms in Twilio for new leads in OrbisX