myCRMSIM Support Center | myCRMSIM Zapier Integration Guide

myCRMSIM Zapier Integration Guide

Overview

This guide provides step-by-step instructions for creating a Zap using the myCRMSIM App in Zapier.
In this workflow, Zapier listens for a New Inbound Message from myCRMSIM and automatically performs the Send Message action.
This integration enables users to automate messaging workflows, such as instantly responding to incoming messages or sending follow-up messages through a selected communication channel.

What This Guide Will Cover

This guide includes:

Connect Zapier Integration in myCRMSIM
Creating a new Zap in Zapier

Setting up and and Configuring the Trigger

Setting up and Configuring the Send Message action

Publishing and renaming the Zap
Testing the Created Zap
Viewing Zap History to check successful and failed Zap runs

myCRMSIM integrates with Zapier and currently supports 2 triggers and 4 actions.

Triggers

1. New Inbound Message
Fires instantly when a new inbound message is received in your myCRMSIM workspace.

2. New Missed Call
Fires instantly when an incoming call is missed in your myCRMSIM workspace.

Actions

1. Send iMessage
Sends an iMessage to a contact via myCRMSIM, with optional attachments.

2. Send RCS Message
Sends an RCS message to a contact via myCRMSIM, with optional attachments.

3. Send SMS
Sends an SMS to a contact via myCRMSIM, with optional attachments.

4. Send WhatsApp Message
Sends a WhatsApp message to a contact via myCRMSIM, with optional attachments.

Pre-requisites

Before you begin, make sure you have the following:

An active Zapier account
Access to the myCRMSIM App Version 2.1.0 in Zapier
A connected myCRMSIM account
A connected sub-account
The correct Location ID for the required sub-account
At least one connected device , such as:
- Android
- iMessage
- WhatsApp
- RCS

Procedure

1: Connect Zapier Integration in myCRMSIM

Open your myCRMSIM dashboard.
Go to Integrations.
Scroll down to the Zapier integration section.
Click the Connect button.
A Zapier login/authorization window will open.
Log in using your Zapier Google account.
Complete the authorization process.
After successful connection, return to myCRMSIM and confirm that Zapier shows as Connected.

✅ Zapier is now connected with myCRMSIM.

2: Create a Zap in Zapier

From the Zapier dashboard, click Create on the right side.

The Zap editor will open.
From here, you can configure:
- Trigger
- Action

3. Set Up and Configure the Trigger

Click on the Trigger step.

Search for myCRMSIM .

Select the myCRMSIM Draft app Version 2.0.0.

In the setup panel, confirm the following:

App: Auto-filled
Trigger Event: Select New Inbound Message

Under Account, choose one of the following options:

Select an existing connected myCRMSIM account
Or click + Connect a New Account and complete the connection

Once the myCRMSIM account is connected, Zapier will automatically fetch the required Location ID from the connected account.

Click Continue.

Click Test Trigger.

After clicking Test Trigger, Zapier will fetch a sample message from myCRMSIM.

When you click on the sample message, Zapier will display the returned data.

The sample message data may include:

Message ID
Phone Number
Message Text
Message Type such as SMS, iMessage, or WhatsApp
Created Time
Location ID

Review the returned data carefully.

Click Continue to move to the next step.

4. Set Up and Configure the Send Message Action

Click on the Action step
Search and select: myCRMSIM Draft app Version 2.0.0.

In the setup panel:

Action Event: Select Send Message
Account: Select the connected account
Click Continue.

In the Message Configure panel, enter the required details:

Phone Number – Recipient number
Message – Content to send
Location ID – Sub-account ID
Message Channel – Select SMS (or other available options)
Attachments (optional) – Add files if needed
Click Continue

5. Test the Send Message Action

Review all entered details
Click Test Run or Test Step

The message will be sent
A success confirmation will appear

6. Publish and Rename the Zap

Click Publish (top-right corner)
Wait for confirmation

Once published:

The Zap becomes active
Rename the Zap.
It will automatically run when a New Inbound Message is received

7. Test the Created Zap

Send a new inbound message to myCRMSIM.

Once the inbound message is received, the created Zap will be triggered automatically.

The Zap will send the reply message that you configured in the Send Message action.

Check the conversation in myCRMSIM.

8. View Zap History

To monitor performance:
- Go to Zapier Dashboard → Zaps
- Locate your Zap
- Click the three-dot menu
- Select View History
You can review:
- Trigger data
- Action execution status
- Message delivery details
- Success or failure logs

Verification

After publishing, verify:

Trigger test returns correct inbound data
Location ID is accurate
Action test sends messages successfully
Correct message channel is selected
Zap is published and turned ON
Zap History shows successful runs

Conclusion

The myCRMSIM Zapier integration simplifies message automation by connecting inbound message triggers with automated responses.

By using the New Inbound Message trigger and Send Message action, users can build efficient workflows that respond instantly and operate seamlessly in the background.

Once activated, the Zap runs automatically based on the configured conditions, improving response time and operational efficiency.

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