When someone texts your keyword, you can automatically create a new profile for them and add them to a workflow in your Rock RMS account.
Steps
In Rock, create a new workflow type or edit an existing one by going to Admin Tools > General Settings > Workflow Configuration > Select a category > Add Workflow Type.
Under Attributes, click the + button to add a new attribute.
Name your field and set the Field Type to Person. Click Save.
Under Activities, click Add Action. Name your action and set the action type to Workflow Attributes > Attribute Set from Entity.
Under Attribute, select the Person attribute you created in the previous step. Then, add any other actions you want to your workflow and click Save.
In Clearstream, create a new keyword or edit an existing one.
Click Add Step.
Select Push to Rock RMS. Since Rock requires a first and last name to create a person, we will automatically add the Collect Name and Email step to your workflow if it hasn't already been created.
*If you haven't yet set up your Rock integration, click Connect in the newly added step to start the process.
Check the Launch Workflow(s) checkbox and select the workflow you want to launch.
(Optional) When Clearstream launches the workflow you have selected, we can pass along additional attributes with the request. Add any additional workflow attributes you would like sent by adding key value pairs under Workflow Attributes.
Click Create or Update Keyword.
Now that you've set up your keyword, everyone who texts in and fills out the form will be created as a new person and automatically added to your selected workflow in your Rock account.