Text Request + Tracker

Log new messages received in Text Request in Tracker RMS

Keep your activity details in Tracker up to date without stopping for duplicate data entry. With this Zap in place, each new message received in Text Request will be automatically added to Tracker RMS.

When this happens...
New Message Received
Triggers when a new message is received.
TriggerInstant
automatically do this!
Create Activity
Adds a new task/activity
ActionWrite

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Supported triggers and actions

- Text Request PhoneRequired
Trigger
Instant
Try It
- Text Request PhoneRequired
Trigger
Instant
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- MessageRequired
- Recipient PhoneRequired
- Sender PhoneRequired
Action
Write
New Client
Triggers when a new client is added to Tracker.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is added to Tracker.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is added to Tracker.
Trigger
Instant
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New Ticket
Triggers when a new ticket is added to Tracker.
Trigger
Instant
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Updated Client
Triggers when an existing client is updated on Tracker.
Trigger
Instant
Try It
Updated Invoice
Triggers when an existing invoice is updated to Tracker.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an existing opportunity is updated to Tracker.
Trigger
Instant
Try It
Updated Ticket
Triggers when an existing ticket is updated to Tracker.
Trigger
Instant
Try It
- Client NameRequired
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Telephone
- Fax
- Email
- Website
- Note
- Background
- Source
- Internal Reference
- Sort Code
- Account Number
- Bank Name
- Bank Reference
- Last Updated
- Last Updated By
- Target Revenue
- Turnover
- Creation Date
- Client Vertical
- Tag Text
- Client Owner
- Tax Exempt
- Invoice Contact Name
- Invoicing Frequency
- Invoicing Date
- Invoice Terms
- Department
Action
Write
- Invoice Date
- Invoice Due Date
- Name
- Invoice Contact Name
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Purchase Order No
- Invoice Status
- Invoice Owner
- Invoice Terms
- Payment Date
- Invoice Sub Total
- Invoice Tax Total
- Invoice Total
- Invoice Note
- Creation Date
- Currency Code
- Client Name
- Invoice Item Id
- Item Date
- Item Code
- Item Description
- Item Units
- Item Unit Value
- Item Sub Value
- Item Tax Rate
- Item Total Value
- Item Status
- Item Invoice Order Id
- Item Tax Amount
Action
Write
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- User Name
- Project Name
- Lead Name
- Date
- Time
- TextRequired
Action
Write
- Preferred Name
- First Name
- Last Name
- Full NameRequired
- Job Title
- Address Line 1
- Address Line 2
- Town/City
- County/State
- Post/Zip Code
- Country
- Home Phone
- Mobile/Cell
- Work Phone
- Other Phone
- Email
- Other Email
- Date of Birth
- Nationality
- Ethnic Origin
- Languages
- Education
- Notice Period
- Interview Date
- Interview Result
- Interview Note
- Summary
- Date Resume Sent
- Date Applied
- Date Registered
- Interviewed By
- Source
- Sort Code
- Account No
- Bank Name
- Bank Reference
- Last Update
- Last Update By
- Status
- Creation Date
- Employment History
- Achievements
- Associations
- NI-SS Number
- Marketing
- Tag Text
- Current Salary
- Desired Salary
- Current Pay Rate
- Desired Pay Rate
- Owner
- Payroll Number
- Agency Name
- Available From Date
- IBAN
- Swift
- Current Employer
- Is Private Record
- Department
Action
Write
- TermRequired
Action
Search
- TermRequired
Action
Search

- Text Request PhoneRequired
Trigger
Instant
Try It
- Name
- Contact PhoneRequired
- Text Request PhoneRequired
Action
Write
New Activity
Triggers when a new activity is added to Tracker.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added to Tracker.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added to Tracker.
Trigger
Instant
Try It
New Resource
Triggers when a new resource is added to Tracker.
Trigger
Instant
Try It
Updated Activity
Triggers when an existing activity is updated to Tracker.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated to Tracker.
Trigger
Instant
Try It
Updated Lead
Triggers when an existing lead is updated to Tracker.
Trigger
Instant
Try It
Updated Resource
Triggers when an existing resource is updated to Tracker.
Trigger
Instant
Try It
- Contact Name
- Client Name
- Resource Name
- Opportunity Name
- Campaign Name
- Project Name
- User Name
- Lead Name
- Subject
- Priority
- Activity Type
- Date Due
- Time Due
- Task Status
- Location
- Start Date
- End Date
- Start Time
- End Time
- Note
- Contact Type
- Interviewer
- Last Updated Date/Time
- Last Updated Name

Text Request + Tracker

Log new messages received in Text Request in Tracker RMS

Supported triggers and actions

New Contact

New Message Sent

Send Message

New Client

New Invoice

New Opportunity

New Ticket

Updated Client

Updated Invoice

Updated Opportunity

Updated Ticket

Create Client

Create Invoice

Create Note

Create Resource

Find Clients

Find Resources

New Message Received

Create or Update Contact

New Activity

New Contact

New Lead

New Resource

Updated Activity

Updated Contact

Updated Lead

Updated Resource

Create Activity