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How to customize your SMS messages with Zapier and Awaz

This guide will show you how to trigger an SMS automatically after a call using Zapier and Twilio, connected to Awaz (Digital Influencers).

Updated over 2 weeks ago

With this setup, you can:

  • Send SMS confirmations to clients

  • Notify your team about new calls

  • Trigger SMS alerts based on specific call events

  • Send dynamic follow-ups automatically


Step 1: Choose Your Trigger App

First, create a new Zap in Zapier.

Search for Digital Influencers — this is the Awaz module.

Select it as your Trigger App.


Step 2: Select the Trigger Event

Inside the Trigger Event section, you’ll see two main options:

🔹 Agent Trigger

This will fire the Zap when a specific condition happens during the call.

Agent Trigger: Will fire the scenario after a specific situation occurs during the call, you must configure a Zapier Integration trigger on the Actions > Integrations section.

To use this:

  1. Go to Actions → Integrations inside Awaz.

  2. Create a new integration.

  3. Choose Zapier Trigger.

  4. Define exactly when the trigger should fire (for example: “Appointment Scheduled” or “Lead Qualified”).

  5. Save your configuration.

Once saved, every time the condition you described happens during a call, the Zap will automatically trigger.

Once saved, every time the condition you described happens during a call, the Zap will automatically trigger.

🔹 New Call

This trigger fires at the end of every call.

For this example, we’ll use New Call.

This is ideal when you want to:

  • Log every call

  • Send post-call follow-ups

  • Notify your team about all completed calls


Step 3: Add the Action App (Twilio)

Now, in the Action step of your Zap:

Search for Twilio.

Select it as your Action App.


Step 4: Choose the Action Event

Under Action Event, select:

➜ Send SMS

This tells Zapier to send a text message using Twilio.


Step 5: Connect Your Twilio Account

Click Sign in.

You’ll be prompted to enter:

  • Your Twilio Account SID

  • Your Auth Token

You can find both inside your Twilio dashboard.

After connecting successfully, continue to the configuration step.


Step 6: Configure Your SMS

Click Configure. You’ll now see three main fields:

1️⃣ From Number

The Twilio number that will send the SMS.

⚠️ Important: Make sure this number is SMS-enabled inside your Twilio account. Some numbers may be voice-only.

2️⃣ To Number

The recipient’s phone number.

You can either:

  • Enter a static number (e.g., your internal team phone)

  • Map a dynamic variable (e.g., the client’s phone number from the call data)

Using dynamic mapping allows personalized follow-ups.

3️⃣ Message

This is the body of your SMS.

You can:

  • Write static text

  • Insert dynamic fields from the call (name, outcome, date, summary, etc.)

  • Combine both

Example:

Hi {{First Name}}, thanks for your call! Your appointment is confirmed for {{Date}}.

Zapier allows you to insert data from the trigger step directly into this field.

After finishing all the required fields and connections, your Zap should look a bit like this:

Enhancing Your Zap (Recommended)

You’re not limited to a simple 2-step automation.

You can improve your workflow by adding:

  • ✅ Filters (e.g., only send SMS if call outcome = “Appointment Scheduled”)

  • ✅ Multiple SMS steps (client + internal notification)

  • ✅ Delays (send reminder 24 hours later)

  • ✅ CRM updates

  • ✅ Slack or Email notifications

This allows you to create fully customized automation flows — without writing any code.

Example Use Case

A call ends with an appointment scheduled.

Your Zap can automatically:

✔ Send a confirmation SMS to the client
✔ Send a notification SMS to your team
✔ Update your CRM
✔ Log the call in a spreadsheet

All instantly, as soon as the call ends.


Quick Tips

  • Always test before publishing

  • Use filters to avoid unnecessary messages

  • Keep SMS messages short and clear

  • Double-check that your Twilio number supports SMS

  • Use dynamic fields to personalize messages


Need Help?

We’ve got plenty of resources to assist you!

📺 Tutorial Videos: Watch step-by-step guides
🔑 Login / Sign-up: Access Awaz.ai
📖 Help Center: Visit our knowledge base
💬 Live Chat – Bottom-right corner of the Awaz platform


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