SMS by Zapier + Jotform + Sierra Interactive Integrations

How to connect SMS by Zapier + Jotform + Sierra Interactive

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Do even more with SMS by Zapier + Jotform + Sierra Interactive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, Jotform, and Sierra Interactive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- From Number
  Will attempt to send from this number, falling back to a random number if no longer available or unspecified.
- MessageRequired
  Messages should not contain any reference to alcohol, illegal drugs, cannabis/CBD, firearms, gambling, prescription medication, tobacco, or adult content, and comply with Twilio's Messaging Policy. Messages exceeding 153 characters will truncate.
Action
Write
- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
  Select a form to assign
- Assignee emailRequired
  Enter your assignee’s email address
- Invitation Message
  Include an invitation message
- Prefilled Field Permissions
  Make pre-populated fields read only or editable
Action
Write
- Api Docs Info
  API docs for Jotform are located here http://api.jotform.com/docs/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- SiteRequired
  Filter by site name.
- AgentRequired
  Filter by agent name.
Trigger
Instant
Try It

- SiteRequired
  Filter by site name.
- AgentRequired
  Filter by agent name.
Trigger
Instant
Try It
- AgentRequired
  Select agent. Please select site first.
- New TagRequired
  Triggers when a new tag is applied to lead in our admin area.
- SitesRequired
  Filter by site name.
Trigger
Instant
Try It

- MessageRequired
- Lead Id or Email or PhoneRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
Action
Write
- Traditional Action PlanRequired
  Traditional Action Plan.
- Note
  Note to be added to the lead history when the action plan is applied.
- Start Next Day if Applied After
  Start action plan on Next date in case the applied after selected time.
- Lead Id or Email or Phone NumberRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
Action
Write
- TypeRequired
  Task type.
- DescriptionRequired
  Task description.
- Due DateRequired
  Due date of a new task
- Lead ID or Email or PhoneRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
Action
Write
- Lead Id or Email or Phone NumberRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
Action
Write
- Traditional Action PlanRequired
  Traditional Action Plan.
- Lead Id or Email or Phone NumberRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
- Note
  Note to be added to the lead history when the action plan is stopped.
Action
Write

- FormRequired
Trigger
Scheduled
Try It
- Select a formRequired
  Select a form to assign
- Asignee emailRequired
  Enter your assignee’s email address
- Invitation Message
  Include an invitation message
- Assignee Permission
  Let assignees submit only, submit and view submissions later, or submit and edit submissions later
Action
Write
- Select a formRequired
  Select a form to create submissions for
Action
Write
- SiteRequired
  Filter by site name.
- AgentRequired
  Select agent. Please select site first.
- Source Type
  Filter by source type of lead.
- Type
  Filter by type of lead
- SourceRequired
  Filter by lead source.
Trigger
Instant
Try It
- SiteRequired
  Filter by site name.
- AgentRequired
  Select agent. Please select site first.
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SitesRequired
  Filter by site name.
- AgentRequired
  Filter by agent name.
Trigger
Instant
Try It
- Fully Automated Action PlanRequired
  Fully Automated Action Plan.
- Note
  Note to be added to the lead history when the action plan is applied.
- Start Next Day if Applied After
  Start action plan on Next date in case the applied after selected time.
- Lead Id or Email or Phone NumberRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
Action
Write
- Lead First NameRequired
  Lead's first name.
- Lead Last NameRequired
  Lead's last name.
- PasswordRequired
  Lead's preferred password for their account.
- Lead Type
  Lead's type.
- Lead Status
  Lead's status.
- EmailRequired
  Lead's email address.
- Email Status
  Lead's email address status.
- Phone
  Lead's phone number.
- Phone Status
  Lead's phone number status.
- Agent
  Assign new lead to Agent.
- Referral Fee
  Specifies whether agent owes referral fee to account owner for lead. (Ignore if not applicable).
- Send Registration Email
  Specifies whether welcome notification email will be sent to the newly added lead.
- Lead Source Type
  Lead's source.
- Note
  Descriptive note about lead which will be added as Note to lead's history.
- Tags
- Source
- Site
  For accounts with multiple sites, the ID of the site to which the lead should be assigned. (Will be assigned to primary site when empty).
- City
  Contact info. Lead's city.
- Street Address
  Contact info. Lead's street address.
- Zip
  Contact info. Lead's zip / postal code.
- State
  Lead's state / province from US or Canada
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
Action
Write
- Fully Automated Action PlanRequired
  Select Fully Automated Action Plan to stop.
- Update Action Plan StatusRequired
  Select the status that should be applied to the stopped Fully Automated Action Plan.
- Lead Id or Email or Phone NumberRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
- Note
Action
Write
- Lead Id or Email or PhoneRequired
  Lead's Sierra Interactive unique identifier or email address or phone number. Note: if email address is specified, it may need to be URL-encoded.
- First Name
  Lead's first name.
- Last Name
  Lead's last name.
- Password
  Lead's password.
- Email
  Lead's email address.
- Phone
  Lead's phone number.
- Referral Fee
  Specifies whether agent owes referral fee to account owner for lead. (Ignore if not applicable).
- Note
  Descriptive note about lead which will be added as Note to lead's history.
- Lead Status
  Lead's status.
- Email Status
  Lead's email address status.
- Phone Status
  Lead's phone-number status.
- Source Type
  Lead's source.
- Tags
  Apply tag(s) to lead
- Remove Tags
  Remove tag(s) from lead
- Source
  Set source for lead.
- City
  Contact info. Lead's city.
- Street Address
  Contact info. Lead's street address.
- Zip
  Contact info. Lead's zip / postal code.
- State
  Lead's state / province from US or Canada
- Home Anniversary
- Birthday
Action
Write

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How SMS by Zapier + Jotform + Sierra Interactive Integrations Work

Step 1: Authenticate SMS by Zapier, Jotform, and Sierra Interactive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SMS by Zapier + Jotform + Sierra Interactive

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

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About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

Learn more

Related categories

CRM (Customer Relationship Management)

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SMS by Zapier + Jotform + Sierra Interactive Integrations

How to connect SMS by Zapier + Jotform + Sierra Interactive

Do even more with SMS by Zapier + Jotform + Sierra Interactive

Send SMS

From Number

New Signed Document

DocumentRequired

Assign Prefilled Form

Select a formRequired

Assignee emailRequired

Invitation Message

Prefilled Field Permissions

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Request for More Info

SiteRequired

AgentRequired

New Saved Listing

SiteRequired

AgentRequired

New Tag

AgentRequired

New TagRequired

SitesRequired

Create Note

MessageRequired

Lead Id or Email or PhoneRequired

Apply Traditional Action Plan

Traditional Action PlanRequired

Note

Start Next Day if Applied After

Lead Id or Email or Phone NumberRequired

Create Task

TypeRequired

DescriptionRequired

Due DateRequired

Lead ID or Email or PhoneRequired

Stop Fully Automated Action Plan (Lead Responded)

Lead Id or Email or Phone NumberRequired

Remove Traditional Action Plan

Traditional Action PlanRequired

Lead Id or Email or Phone NumberRequired

Note

New Submission

FormRequired

Assign Form

Select a formRequired

Asignee emailRequired

Invitation Message

Assignee Permission

Create Submission

Select a formRequired

New Lead

SiteRequired

AgentRequired

Source Type

Type

SourceRequired

New Site Visit

SiteRequired

AgentRequired

New Schedule Showing Request

SiteRequired

AgentRequired

New Task

SitesRequired

AgentRequired

Apply Fully Automated Action Plan

Fully Automated Action PlanRequired

Note

Start Next Day if Applied After

Lead Id or Email or Phone NumberRequired

Create Lead

Lead First NameRequired