ITCTXT Connect OpenAPI
ITCTXT App
    • Getting Started
    • OAuth 2.0 for ITCTXT
    • Postman How-to for ITCTXT OpenAPIs
    • Zapier How-to for ITCTXT OpenAPIs
    • FAQ
    • APIs
      • Message API
        • Send SMS
        • Send MMS
      • Contacts
        • Get All Contacts in an Org
        • Find contact using Mobile number
        • Search a contact using Number
        • Create or Update Contact
        • Update contact using Mobile number
        • Update Contact
      • Consent
        • Create Custom Consent
        • Update Custom Consent
        • Get Custom Consent Details Using ID
        • Get All Custom Consents
        • Change Custom Consent Status by Id
        • Add or Remove Custom Consent Type
      • Webhook Subscriptions API
        • Get All Subscriptions
        • Create or Update Subscription
      • Sites API
        • Get Sites
    ITCTXT App

    OAuth 2.0 for ITCTXT

    Zapier Documentation: From Sign-In to Building Zaps#

    1. Introduction to Zapier#

    Zapier is a no-code automation platform that connects apps and services together. It allows you to create workflows called Zaps, which automate tasks between applications without requiring programming knowledge.
    Zap: A workflow that connects two or more apps.
    Trigger: The event that starts with Zap.
    Action: The event a Zap performs after being triggered.
    Example:
    When a new row is added to Google Sheets (Trigger), send a Slack message (Action).
    More on Zapier here.

    2. Signing In to Zapier#

    Step 1: Visit Zapier
    Go to https://zapier.com.
    Click Sign Up (for new users) or Log In (for existing users).
    zimage1.png
    Step 2: Authentication Options
    You can log in via:
    Email and password
    Google account
    Microsoft account
    SSO (for business accounts)
    Step 3: Setting Up Your Workspace
    On first login, Zapier asks you to set up a Workspace.
    Workspaces help organize automations for individuals, teams, or companies.
    You can invite teammates later under Team settings.

    3. Navigating Zapier Dashboard#

    After signing in, you’ll land on the Zapier Dashboard. Key sections:
    Home: Quick access to your Zaps and templates.
    Zaps: View, edit, or create your Zaps.
    Tasks: Shows the history of task executions (runs of your Zaps).
    Apps: Manage connected apps and authentication credentials.
    Explore: Find pre-built Zap templates.

    4. Building a Zap: Creating or Updating a Contact in ITCTXT from Outlook#

    This section provides a step-by-step walkthrough to build a Zap that triggers on new Outlook contacts and then creates or updates a contact in ITCTXT.
    Prerequisites :
    To be able to use ITCTXT application through Zapier you need to have ITCTXT account.
    You should have a ITCTXT account.
    Login to ITCTXT. Go to Integrations->API Connect
    itc-1.png
    Select Grant Type as Code and click on Add New Client button. Please do not select any other GrantType other than Code as those are not supported.
    In the Client details sections, in the Callback url please enter https://zapier.com/dashboard/auth/oauth/return/BeetextingCLIAPI/
    and click Connect.
    Note - The CLIAPI is from our partner Beextexting.
    After clicking connect, you will get the Client API Key and Cient Secrets.
    These Client API Key and CLient Secret can be used later.
    Now let's move to Creation of Zap and subsequent steps:
    Step 1: Start Creating a Zap
    1.
    From the Dashboard, click Create.
    2.
    Select Zaps.
    3.
    A Zap editor window opens.
    zimage2.png
    Step 2: Configure the Trigger (Outlook)
    1.
    In the Trigger dialog box, search for Outlook.
    zimage3.png
    2.
    On the right-hand side, under Setup, choose:
    Trigger Event → New Contact.
    zimage4.png
    3.
    Log in to your Microsoft Outlook account when prompted and grant Zapier the required permissions.
    4.
    Click Continue.
    zimage5.png
    Step 3: Configure Outlook Options
    1.
    Under Set up trigger, select the Contact Folder if required (e.g., “Default Contacts”).
    2.
    Click Continue.
    Step 4: Test the Trigger
    1.
    In the Test step, Zapier will attempt to find recent contacts from your Outlook account.
    zimage6.png
    2.
    It will load up to 3 most recent contacts that have not been used previously.
    3.
    Confirm that the test contact data is correct.
    4.
    Click Test Trigger → Continue with selected record.
    zimage7.png
    Step 5: Choose the Action App (Beetexting)
    1.
    After confirming the trigger, a dialog box with Top Apps and Popular Built-in Tools appears.
    2.
    Search for Beetexting and select it.
    Note - Here we are using our Partner app Beetexting. Please ignore the version number as seen in the screenshot. It can be different or not there.
    zap8.png
    Step 6: Configure the Action (Beetexting)
    1.
    Under Account Selection, click on 'Change' button:
    zap9.png
    2. And then click on the '+Connect a new account' button :
    3.
    A dialog like the below will appear. Please fill it with details from the Beeteting application Integration-> API Connect (New Client details, (Please see Prerequisites section)).
    zap10.png
    Step 7: Connect Beetexting Account
    1.
    Zapier will prompt you to connect your Beetexting account.
    2.
    Enter your Beetexting credentials in the dialog box.
    3.
    Once authenticated, your account will be added to Zapier for future use.
    zimage10.png
    If the Beetexting login doesn't work you can try the steps with Incognito mode in the browser.
    Step 8.1: Required Fields
    You will see input fields such as:
    First Name → Map from Outlook Contact’s First Name.
    Last Name → Map from Outlook Contact’s Last Name.
    Mobile Number → Map from Outlook Contact’s Phone (Mobile) field.
    Email → Map from Outlook Contact’s Email Address.
    Company Name → Map from Outlook Contact’s Company.
    Tags → Add one or more tags (manually or mapped from Outlook categories/labels) to help organize contacts in Beetexting.
    Notes → We can insert data and text here as part of description.
    zimage11.png
    zimage22.png
    Step 8.2: Mapping Process
    1.
    Click inside each field.
    2.
    From the dropdown, select the corresponding Outlook data field (Zapier will show sample values from your Trigger test).
    3.
    Ensure all mandatory fields are mapped (especially First Name, Last Name, Mobile Number, and Email).
    zimage12.png
    Step 8.3: Continue
    Once all fields are mapped correctly, click Continue to proceed to the Test stage.
    Step 8.4: Test Phase (Verifying the Integration)
    1.
    Zapier sends a sample contact from Microsoft Outlook to Beetexting.
    2.
    On the Test screen, you can view:
    Data In: Information coming from Outlook (e.g., First Name, Mobile Phone).
    Data Out: Confirmation of data successfully sent to Beetexting (e.g., ID generated for the contact, mapped fields).
    3.
    If the test is successful, you’ll see the created contact inside your Beetexting account.
    4.
    If needed, click “Retest Step” to send data again after making changes.
    zimage13.png
    Step 8.5: Publish Phase (Activating the Zap)
    1.
    Once testing is complete, click Publish in the top-right corner.
    2.
    Zapier confirms with a message: “Zap published – Your Zap is on and using version v1.”
    3.
    The Zap is now live — every new Outlook contact will automatically create/update a corresponding contact in Beetexting.
    zimage14.png
    Step 9: Choosing Alternative Action Events
    When setting up the Action App (Beetexting), Zapier provides multiple options for the Action Event.
    Step 9.1: Create or Update Contact (previously covered)
    This action updates or creates new contacts in Beetexting whenever a new Outlook contact is created.
    Step 9.2: Send Message (new scenario)
    Instead of managing contacts, you can also set the Action Event to Send Message.
    zimage15.png
    Step 10: Configuring the Send Message Action
    Once you choose Send Message, Zapier will display a configuration panel:
    From Email Address → Select the verified sender account/email that will send the message.
    To Email Address → Map this field to the Outlook contact’s email or manually enter an address.
    Message Text → Enter the content of the message you want to send.
    After filling in the details, click Continue.
    zimage16.png
    Step 11: Testing the Send Message Action
    1.
    Zapier will now run a test of your configuration.
    2.
    On the Test screen, you will see:
    Data In: Information sent into Beetexting (From (Beetexting Department Number), To (Send Number), Message Body).
    Data Out: Confirmation that Beetexting successfully processed the message.
    Example:
    Data In → From: +15552461298, To: +15553789346, Message: Hello, welcome!
    Data Out → Message ID: 12345, Status: Sent
    zimage17.png
    3.
    Zapier will confirm with:
    “A Message was sent to Beetexting about 1 second ago.”
    zimage18.png
    Step 12: Publishing the Zap
    Once the test succeeds, click Publish.
    Zapier will display:
    “Zap published – Your Zap is on and using version v1.”
    Step 13: Choosing Search Contact Action Event:
    In addition to Create/Update Contact and Send Message, Zapier also provides the option to Search Contact in Beetexting.
    This action allows you to look up an existing contact based on defined search parameters.
    zimage19.png
    Step 14: Configuring the Search Contact Action
    When you select Search Contact as the Action Event, Zapier will ask for configuration inputs:
    Page → The zero-based page index (default: 0).
    Size → Number of results per page (default: 20).
    Sort → Sorting criteria in the format property such as (asc|desc) (e.g., firstName,asc).
    Additional options:
    Successful if no search results are found? → Choose whether Zapier should mark the step as successful even if no results are returned.
    If multiple search results are found → Select how Zapier should handle cases where more than one result matches (e.g., return the first record or raise an error).
    After entering the details, click Continue.
    zimage20.png
    Step 15: Testing the Search Contact Action
    1.
    Zapier now performs a Test Step to validate the setup.
    2.
    On the Test screen, you’ll see:
    Data In → The parameters you configured (Page, Size, Sort, Search criteria).
    Data Out → The search result(s) fetched from Beetexting.
    Example:
    Data In → Page: 0, Size: 10, Sort: firstName,asc.
    Data Out → Contact ID: 45678, Name: John Doe, Email: john@example.com.
    3.
    If no contacts are found, Zapier will display:
    “No records found, but step succeeded (based on your configuration).”
    Click Test Step to finalize.
    zimage21.png
    Step 16: Publishing the Zap (with Search Contact)
    Once the test passes, click Publish.
    Zapier confirms the Zap is live and will automatically perform the Search Contact action whenever the trigger occurs.
    Modified at 2025-12-05 08:29:31
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