Step 1: Set the Trigger
Start by creating a new Zap (in Zapier).
Trigger App: EasyWebinar
Trigger Event: New Webinar Registration
This ensures the workflow is triggered every time a new registrant signs up for your webinar.
Step 2: Format the Phone Number
Add a Formatter by Zapier step to ensure the phone number is properly formatted.
Event: Numbers → Transform
Action: Format the registrant’s phone number into the correct structure required by Twilio.
This step ensures the phone number is standardized before sending the SMS.
Step 3: Format the Webinar Date and Time
Add another Formatter by Zapier step to adjust the webinar date and time for your reminder.
Event: Date/Time → Add/Subtract Time
Action: Set the time offset for when the SMS should be sent.
For example:
To send an SMS 15 minutes before the webinar starts, use the expression:
-15 minutesTo send it 30 minutes before, use the expression:
-30 minutes
Make sure to enter the expression in the exact format.
Step 4: Add a Delay
Next, add a Delay by Zapier step.
Event: Delay Until
Configuration: Select the formatted webinar date and time output from the previous step.
This ensures the workflow pauses until the appropriate time (e.g., 15 minutes before the webinar).
For example, if your webinar is scheduled for August 4th at 9:00 PM, and you’ve set a delay of -15 minutes, the SMS will be sent at 8:45 PM.
Step 5: Configure the SMS in Twilio
Finally, set up the SMS action.
App: Twilio
Event: Send SMS
Action: Create and customize your message content.
Once your message is configured, test the workflow to confirm that the SMS is triggered at the correct time, then publish your Zap.