Salesforce + Twilio + PassEntry

Send new Salesforce contacts PassEntry passes via Twilio SMS

When a new contact is created in Salesforce, this Zap creates a digital pass in PassEntry using mapped contact details and your selected template. It then sends the pass download link to the contact via SMS through Twilio. The message is customisable – be sure to edit the sample text to fit your brand. Use a consistent external ID to avoid creating duplicate passes for the same user.

When this happens...
New Contact
Triggers when a new Contact is created.
TriggerPolling
automatically do this...
Create Pass
Issues a wallet pass for the customer from the selected template and returns the download link.
ActionWrite
then do this!
Send SMS
Send a SMS to a number or numbers.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Pass Added to Wallet
Triggers when a new pass is added to a wallet.
Trigger
Instant
Try It
Pass Scanned
Triggers when a pass is scanned using NFC or barcode.
Trigger
Instant
Try It
- Pass TemplateRequired
Action
Write
- External IdentifierRequired
- MessageRequired
Action
Write
- External IdentifierRequired
- OperationRequired
- AmountRequired
- Message
Action
Write
- External IdentifierRequired
- Pass TemplateRequired
Action
Search or write
- Instructions Copy
Trigger
Instant
Try It
- To NumberRequired
- Apply US Prefix
Trigger
Polling
Try It
- To NumberRequired
Trigger
Polling
Try It
- Help Text
- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Pass Created
Triggers when a new pass is created in PassEntry.
Trigger
Instant
Try It
Pass Removed From Wallet
Triggers when user removes a pass from their wallet.
Trigger
Instant
Try It
Pass Status Changed
Triggers when a pass is added to or removed from a customer's wallet.
Trigger
Instant
Try It
- External IdentifierRequired
Action
Write
- Pass TemplateRequired
Action
Write
- External IdentifierRequired
Action
Search
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 NumberRequired
- To NumberRequired
- MessageRequired
- Voice
- Language
- Send Digits
Action
Write
- From NumberRequired
- Alphanumeric Sender ID
- To NumberRequired
- MessageRequired
- Media Url
- Send Large Messages?
Action
Write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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 more

Related categories

Phone & SMS

Similar apps

About PassEntry

PassEntry is a platform to create, message, and manage Apple & Google Wallet passes for loyalty cards, event tickets, and memberships.

Related categories

Marketing Automation

Salesforce + Twilio + PassEntry

Send new Salesforce contacts PassEntry passes via Twilio SMS

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Run Report

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Pass Added to Wallet

Pass Scanned

Create Pass

Send Notification

Update Loyalty Balance

Find or Create Pass

New Call

New SMS

New WhatsApp Message

Send WhatsApp Message

API Request (Beta)

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Pass Created

Pass Removed From Wallet

Pass Status Changed

Deactivate Pass

Update Pass

Search Pass

New Phone Number

New Recording

New Transcription

Call Phone

Send SMS

About Salesforce

Related categories

Similar apps

Zapier Interfaces

About Twilio

Related categories

Similar apps

CallFire

Kudosity

RingCentral

About PassEntry

Related categories