Factorial SMS Integration

Yes - Mobile Message does integrate with Factorial!

HR teams using Factorial can spend too much time chasing routine actions across attendance, training and performance processes. A shift created or a shift autofilled can start a Zap that sends an SMS to the relevant manager or worker. That puts a practical reminder where it is more likely to be seen.

Other useful events include a training created, a task updated or a task comment created. These can notify an internal recipient about preparation, a changed responsibility or a new note. Factorial also provides actions such as Creates a Candidate and Starts a Review Process, which can be used when another Zap trigger supplies the required information.

Zapier carries the selected Factorial event into Mobile Message. You choose the message, recipient and fields that make the notice useful. The services do not become a shared HR record. Each workflow performs one defined action when its chosen Factorial event occurs.
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Factorial SMS Integration

What you can automate

Connect Factorial and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant A new Factorial shift is created Factorial · Creates a Shift
Then Text the assigned worker or manager Mobile Message · Send SMS
Use this Zap
When Instant A Factorial training is created Factorial · Creates a Training
Then Text staff about the new training Mobile Message · Send SMS
Use this Zap
When Instant A comment is added to a task Factorial · Creates a Task Comment
Then Text the task owner to check the note Mobile Message · Send SMS
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Factorial supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 111
  • Applies an Application — Triggered when an application is applied.
  • Approves a Leave — Triggered when a leave is approved.
  • Autofills a Shift — Triggered when a shift is autofilled.
  • Break Ends for Shift — Triggered when a shift break ends.
  • Break Starts for Shift — Triggered when a shift break starts.
  • Bulk Creates Tasks — Triggered when tasks are created in bulk.
  • Bulk Deletes Shifts — Triggered when shifts are deleted in bulk.
  • Bulk Deletes Tasks — Triggered when tasks are deleted in bulk.
Show all 111 triggers
  • Bulk Deletes Trainings — Triggered when trainings are deleted in bulk.
  • Bulk Updates Training Catalogs — Triggered when training catalogs are updated in bulk.
  • Changes Policy Period Status — Triggered when a policy period status is changed.
  • Clock in for Shift — Triggered when someone clocks in for a shift.
  • Clock Out for Shift — Triggered when someone clocks out of a shift.
  • Copies a Task — Triggered when a task is copied.
  • Creates a Candidate — Triggered when a candidate is created.
  • Creates a Contract Version — Triggered when a contract version is created.
  • Creates a Cost Center — Triggered when a cost center is created.
  • Creates a Document — Triggered when a document is created.
  • Creates a Folder — Triggered when a folder is created.
  • Creates a Job Posting — Triggered when a job posting is created.
  • Creates a Leave — Triggered when a leave is created.
  • Creates a Leave Type — Triggered when a leave type is created.
  • Creates a Location — Triggered when a location is created.
  • Creates a Payroll Integration Code — Triggered when a payroll integration code is created.
  • Creates a Payroll Supplement — Triggered when a payroll supplement is created.
  • Creates a Review Process — Triggered when a review process is created.
  • Creates a Schema — Triggered when a custom resources schema is created.
  • Creates a Shift — Triggered when a shift is created.
  • Creates a Task — Triggered when a task is created.
  • Creates a Task Comment — Triggered when a comment is created on a task.
  • Creates a Team — Triggered when a team is created.
  • Creates a Team Membership — Triggered when a team membership is created.
  • Creates a Timeoff Policy — Triggered when a timeoff policy is created.
  • Creates a Training — Triggered when a training is created.
  • Creates a Training Category — Triggered when a training category is created.
  • Creates a Webhook Subscription — Triggered when a webhook subscription is created.
  • Creates a Work Schedule — Triggered when a work schedule is created.
  • Creates an Application — Triggered when an application is created.
  • Creates an Attendance Shift — Triggered when an attendance shift is created.
  • Creates an Employee — Triggered when an employee is created.
  • Creates Employee With Contracts — Triggered when an employee is created with contracts.
  • Deletes a Candidate — Triggered when a candidate is deleted.
  • Deletes a Contract Version — Triggered when a contract version is deleted.
  • Deletes a Cost Center — Triggered when a cost center is deleted.
  • Deletes a Document — Triggered when a document is deleted.
  • Deletes a Job Posting — Triggered when a job posting is deleted.
  • Deletes a Leave — Triggered when a leave is deleted.
  • Deletes a Location — Triggered when a location is deleted.
  • Deletes a Payroll Integration Code — Triggered when a payroll integration code is deleted.
  • Deletes a Payroll Supplement — Triggered when a payroll supplement is deleted.
  • Deletes a Review Process — Triggered when a review process is deleted.
  • Deletes a Shift — Triggered when a shift is deleted.
  • Deletes a Task — Triggered when a task is deleted.
  • Deletes a Team — Triggered when a team is deleted.
  • Deletes a Team Membership — Triggered when a team membership is deleted.
  • Deletes a Timeoff Policy — Triggered when a timeoff policy is deleted.
  • Deletes a Training — Triggered when a training is deleted.
  • Deletes a Training Category — Triggered when a training category is deleted.
  • Deletes a Webhook Subscription — Triggered when a webhook subscription is deleted.
  • Deletes an Application — Triggered when an application is deleted.
  • Deletes an Attendance Shift — Triggered when an attendance shift is deleted.
  • Deletes an Employee — Triggered when an employee is deleted.
  • Duplicates a Job Posting — Triggered when a job posting is duplicated.
  • Duplicates a Review Process — Triggered when a review process is duplicated.
  • Edits a Cost Center — Triggered when a cost center is edited.
  • Invites an Employee — Triggered when an employee is invited.
  • Moves Document to Trash Bin — Triggered when a document is moved to trash bin.
  • Projects a Team — Triggered when a team project is created or updated.
  • Rejects a Leave — Triggered when a leave is rejected.
  • Reminds Review Process in Bulk — Triggered when review process reminders are sent in bulk.
  • Removes Review Process Schedule — Triggered when a review process schedule is removed.
  • Reopens a Review Process — Triggered when a review process is reopened.
  • Restores Document From Trash Bin — Triggered when a document is restored from trash bin.
  • Saves as Template an Evaluation Form — Triggered when an evaluation form is saved as template.
  • Schedules a Review Process — Triggered when a review process is scheduled.
  • Starts a Review Process — Triggered when a review process is started.
  • Stops a Review Process — Triggered when a review process is stopped.
  • Toggle Archives a Work Schedule — Triggered when a work schedule is toggle archived.
  • Toggles Clock for Shift — Triggered when a shift clock is toggled.
  • Toggles Review Process Archive — Triggered when a review process is archived or unarchived.
  • Unterminates an Employee — Triggered when an employee is unterminated.
  • Updates a Candidate — Triggered when a candidate is updated.
  • Updates a Contract Version — Triggered when a contract version is updated.
  • Updates a Document — Triggered when a document is updated.
  • Updates a Folder — Triggered when a folder is updated.
  • Updates a Job Posting — Triggered when a job posting is updated.
  • Updates a Leave — Triggered when a leave is updated.
  • Updates a Leave Type — Triggered when a leave type is updated.
  • Updates a Location — Triggered when a location is updated.
  • Updates a Payroll Integration Code — Triggered when a payroll integration code is updated.
  • Updates a Payroll Supplement — Triggered when a payroll supplement is updated.
  • Updates a Task — Triggered when a task is updated.
  • Updates a Team — Triggered when a team is updated.
  • Updates a Team Membership — Triggered when a team membership is updated.
  • Updates a Timeoff Policy — Triggered when a timeoff policy is updated.
  • Updates a Training — Triggered when a training is updated.
  • Updates a Webhook Subscription — Triggered when a webhook subscription is updated.
  • Updates a Work Schedule — Triggered when a work schedule is updated.
  • Updates an Application — Triggered when an application is updated.
  • Updates an Attendance Shift — Triggered when an attendance shift is updated.
  • Updates an Employee — Triggered when an employee is updated.
  • Updates an Incidence — Triggered when an incidence is updated.
  • Updates Review Process Agreements Configuration — Triggered when a review process agreements configuration is updated.
  • Updates Review Process Basic Info — Triggered when a review process basic info is updated.
  • Updates Review Process Competencies Assessments Configuration — Triggered when a review process competencies assessments configuration is updated.
  • Updates Review Process Deadline — Triggered when a review process deadline is updated.
  • Updates Review Process Employee Score Configuration — Triggered when a review process employee score configuration is updated.
  • Updates Review Process Reviewer Strategy — Triggered when a review process reviewer strategy is updated.
  • Updates Review Process Schedule — Triggered when a review process schedule is updated.
  • Updates Review Process Target Strategy — Triggered when a review process target strategy is updated.
  • Updates Training Status — Triggered when a training status is updated.
Actions 228
  • Activates a Project — ###### **What does it do?** This endpoint can be used to set a project as `Active`. ###### **What body params do you need?** - `id`: mandatory. The id of the project aimed to be activated. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the project.
  • Add Peers a Review Process Target — Assign peers to evaluate a specific participant.
  • Applies an Application — Apply to a job posting
  • Approve All Leaves — Allows authorized users to approve employee time-off requests by directly approving the leave
  • Approves a Leave — Allows authorized users to approve employee time-off requests by approving the corresponding approval flow if it exists
  • Approves an Overtime Request — Approves an Overtime request
  • Archives a Group — Archives a group but keeps the data.
  • Archives a Work Area — Archives a Work area
Show all 228 actions
  • Autofills a Shift — Autofills a Shift
  • Break Ends a Shift — Given that attendance breaks are enabled, this endpoint ends a break in an open shift.
  • Break Starts a Shift — Given that attendance breaks are enabled, this endpoint starts a break in an open shift.
  • Bulk Assigns a Project Worker — ###### **What does it do?** This method is used to specify a set of employees that should be assigned as a result of the execution. All the employees in the list will be assigned and all others will be unassigned. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the given project.
  • Bulk Create Updates a Cost Center Membership — ###### **What does it do?** Performs an update of cost center memberships for an employee. The action creates new memberships starting from today, terminating any pre-existing memberships for the employee. This ensures a history of cost center memberships is preserved. ###### **What does the `memberships` array look like?** An array of objects with these properties: - `cost_center_id` - `percentage`: A float between 0 and 1 representing the percentage that the employee is assigned to the cost center. For multiple assignments, the sum of percentages must equal 1.0. For example, for an employee assigned to cost center 1 during 30% of their time and cost center 2 during 70% of their time, the request parameters would look like: `memberships[][cost_center_id]=1&memberships[][percentage]=0.3&memberships[][cost_center_id]=2&memberships[][percentage]=0.7`
  • Bulk Creates a Download URL — This endpoint generate temporal urls for a list of documents. The urls let you download the documents.
  • Bulk Creates a Planning Version — Bulk creates a Planning version
  • Bulk Creates a Project Worker — Bulk creates a Project worker
  • Bulk Creates a Review Owner — Add multiple owners to a review process.
  • Bulk Creates a Review Process Target — Add multiple participants to the active review process and create the evaluations for them.
  • Bulk Creates a Session Access Membership — Bulk creates a Session access membership
  • Bulk Creates a Task — This endpoint creates a new task for each assignee.
  • Bulk Creates a Training Membership — Bulk creates a Training membership
  • Bulk Cuds a Day Configuration — Bulk cuds a Day configuration
  • Bulk Deletes a Shift — Bulk deletes a Shift
  • Bulk Deletes a Task — This endpoint allows to delete a list of tasks given the ids.
  • Bulk Deletes a Time Record — ###### **What does it do?** This endpoint is used to bulk delete all the time records in a particular `date` for a specific `project_worker_id`.
  • Bulk Deletes a Training — Bulk deletes a Training
  • Bulk Destroys a Project Task — Deletes multiple project tasks by their IDs. Required param: `ids`. Requires projects_management feature and project read permissions.
  • Bulk Destroys a Session Access Membership — Bulk destroys a Session access membership
  • Bulk Destroys a Training Membership — Bulk destroys a Training membership
  • Bulk Duplicates a Project Task — Creates copies of project tasks with same attributes. Required param: `ids`. Requires projects_management feature and project read permissions.
  • Bulk Initiates an Agreement — Initiate the action plan for all your direct reports in a review process. If you are acting as a company, the action plan from all employees in the review process will be initiated.
  • Bulk Processes a Time Record — Bulk create/update/delete time records. Input: array of {time_record_id?, attendance_shift_id?, project_worker_id?, subproject_id?}. Actions: Create (no time_record_id), Delete (only time_record_id), Update (time_record_id + data). Note: Duplicate attendance_shift_id processed in order. Requires projects_management feature.
  • Bulk Update Catalogs a Training — Bulk update catalogs a Training
  • Bulk Updates a Session Attendance — Bulk updates a Session attendance
  • Change Assignments a Project — ###### **What does it do?** **DEPRECATED**; this endpoint will be removed soon. This changes assignment type to a project. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of assign employees.
  • Change Statuses a Policy Period — Change statuses a Policy period
  • Clock In/Out a Shift — Use this endpoint to toggle shift (it will clock in or out)
  • Clocks in a Shift — Records the start of a shift by setting the current time as the clock-in. The shift remains open and will not have a clock-out time until explicitly updated. If you need to clock out directly, consider using or subscribing to the [clock-out endpoint](https://apidoc.factorialhr.com/v2025-01-01/reference/post_api-2025-01-01-resources-attendance-shifts-clock-out)
  • Clocks Out a Shift — Completes an open shift by setting the current time as the clock-out. This action only applies to shifts that were previously started using clock_in. If you need to clock in directly, consider using or subscribing to the [clock-in endpoint](https://apidoc.factorialhr.com/v2025-01-01/reference/post_api-2025-01-01-resources-attendance-shifts-clock-in)
  • Closes a Project — ###### **What does it do?** This endpoint can be used to set a project as `Closed`. ###### **What body params do you need?** - `id`: mandatory. The id of the project aimed to be closed. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the project.
  • Copies a Task — This endpoint duplicates a task.
  • Create Comments a Task — Create comments a Task
  • Create With Contracts an Employee — Create an employee with a contract
  • Creates a Blocked Period — Creates a blocked period is add a range of dates during which employees cannot submit time off requests. This allows to better plan your team's work throughout the year and ensure that time off requests are in line with the company's needs
  • Creates a Break Configuration — Creates a Break configuration
  • Creates a Break Configuration — Creates a Break configuration
  • Creates a Candidate — Creates candidates related to a particular company in an ATS
  • Creates a Category — Creates a Category
  • Creates a Code — Creates a Code
  • Creates a Comment — Creates a Comment
  • Creates a Compensation — Creates a Compensation
  • Creates a Contract Version — Creates a Contract version
  • Creates a Cost Center — Creates a Cost center
  • Creates a Custom Field Option — Creates an Option
  • Creates a Document — Creates a Document
  • Creates a Family Situation — Create a family situation.
  • Creates a Feedback — This endpoint allows to create new feedback entries for candidates.
  • Creates a Field — Creates a Field
  • Creates a Flexible Time Record — Creates a flexible time record for active projects and assigned workers. Required: `project_worker_id`, `date`, `imputed_minutes`. Optional: `subproject_id`. Project must be active and worker must be assigned. Requires projects_flexible_tracking feature and create permissions.
  • Creates a Flexible Time Record Comment — ###### **What does it do?** This endpoint can be used to create a comment for an already existing `flexible time record`. In order to retrieve the comment, you can use the `read` endpoint for `flexible time records`. ###### **What params does it accept?** - `content`: the content itself for the comment to be created. - `flexible_time_record_id`: the `flexible time record` to which the comment should be associated. ###### **Is it related to other entities?** A `flexible time record comment` is always related to a `flexible time record`. ###### **Who can use it?** Only companies who have enabled `projects_flexible_tracking` feature.
  • Creates a Folder — Create a folder.
  • Creates a Group — Creates a Group
  • Creates a Job Posting — Create a new job posting.
  • Creates a Leave — Creates a Leave
  • Creates a Leave Type — Creates a Leave type
  • Creates a Location — Creates a Location
  • Creates a Membership — Assign an employee to a team, meaning create a membership.
  • Creates a Message — Creates a Message
  • Creates a Planning Version — Creates a Planning version
  • Creates a Policy — Creates a Policy
  • Creates a Post — Creates a Post
  • Creates a Project — Creates a new project in Factorial. Required param: `name`. Optional params: `code` (unique identifier), `start_date` and `due_date` (YYYY-MM-DD format), `status` (`active` or `closed`, defaults to `active`), `employees_assignment` (`manual` or `company`, defaults to `manual`). Requires project management feature and project creation permissions.
  • Creates a Project Task — Creates a new project task and linked system task. Required: `name`, `project_id`. Optional: `status` (default: To do), `content`, `starts_on`, `follow_up` (notifications), `due_on`, `assignee_ids[]`, `subproject_id`, `files[]`. Requires projects_management feature and project create permissions.
  • Creates a Project Worker — ###### **What does it do?** This creates a new project worker. By default, the project worker will be created with the status `assigned`. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the given project.
  • Creates a Review Process — Create a new review process.
  • Creates a Schedule — Creates a Schedule
  • Creates a Schema — Creates a Schema
  • Creates a Session — Creates a Session
  • Creates a Shift — Creates a Shift
  • Creates a Shift — Creates a complete shift by specifying both the clock-in and clock-out times. If you need to clock in directly, consider using or subscribing to the [clock-in endpoint](https://apidoc.factorialhr.com/v2025-01-01/reference/post_api-2025-01-01-resources-attendance-shifts-clock-in)
  • Creates a Subproject — ###### **What does it do?** This creates a new subproject. ###### **Is it related to other entities?** A subproject is always related to a project. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with a role in the project owning the subproject.
  • Creates a Supplement — Creates a Supplement
  • Creates a Task — This endpoint creates a new task.
  • Creates a Task File — Creates a Task file
  • Creates a Team — Create a team with a given name
  • Creates a Time Record — Creates a time record linking project_worker and attendance_shift_id, with optional subproject. Project worker must be assigned and project must be active. Requires projects_management feature and create permissions.
  • Creates a Training — Creates a Training
  • Creates a Value — Creates a Value
  • Creates a Value — Creates a Value
  • Creates a Webhook Subscription — Creates a Webhook subscription
  • Creates a Work Area — Creates a Work area
  • Creates an Account — Create a ledger account for the company legal_entity. To avoid duplicates use the external_id field to set the ID of the ledger account in the external system.
  • Creates an Allowance — Creates a new Time off allowance
  • Creates an Allowance Incidence — Creates an allowance incidence, also known as an Allowance Adjustment in the Employee Time off Page. They are hours or days added or subtracted from the time off allowance
  • Creates an Application — Creates an Application
  • Creates an Edit Timesheet Request — Creates an edit timesheet request by specifying the type of the request and the fields required to create or update the shift.
  • Creates an Identifier — Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany
  • Creates an Overlap Period — Creates an Overlap period
  • Creates an Overtime Request — Creates an Overtime request
  • Delete by Flexible Time Records a Flexible Time Record Comment — ###### **What does it do?** This endpoint can be used to delete a `flexible time record comment`. ###### **What params does it accept?** - `flexible_time_record_id`: the `flexible time record` to which the comment to be deleted is associated. ###### **Who can use it?** Only companies who have enabled `projects_flexible_tracking` feature.
  • Delete With Alt Allowances an Allowance — Deletes an allowance and migrate the existing incidences in the alternative allowance
  • Deletes a Blocked Period — Deletes a blocked period
  • Deletes a Candidate — Deletes a candidate from the ATS
  • Deletes a Category — Deletes a Category
  • Deletes a Code — Deletes a Code
  • Deletes a Comment — Deletes a Comment
  • Deletes a Compensation — Deletes a Compensation
  • Deletes a Contract Version — Deletes a Contract version
  • Deletes a Cost Center — Deletes a Cost center
  • Deletes a Document — Deletes a Document
  • Deletes a Feedback — This endpoint allows to delete a specific feedback entry associated with a candidate's application.
  • Deletes a Field — Deletes a Field
  • Deletes a Flexible Time Record — ###### **What does it do?** This endpoint is used to delete a `flexible time record`. ###### **What params does it accept?** - `id`: the id of the `flexible time record` willing to be deleted. ###### **Who can use it?** Only companies who have enabled `projects_flexible_tracking` feature and users with the permission to delete flexible time records.
  • Deletes a Group — Deletes a Group
  • Deletes a Job Posting — Delete a job posting.
  • Deletes a Leave — Deletes a Leave
  • Deletes a Location — Deletes a Location
  • Deletes a Membership — Delete the membership to remove the employee from the team.
  • Deletes a Planning Version — Deletes a Planning version
  • Deletes a Policy — Deletes a Policy
  • Deletes a Post — Deletes a Post
  • Deletes a Review Owner — Remove an owner from a review process. The review process must have at least one owner.
  • Deletes a Review Process — Delete an existing review process.
  • Deletes a Review Process Target — Delete a participant from the active review process. This will also remove all previously submitted evaluations about the participant.
  • Deletes a Session — Deletes a Session
  • Deletes a Shift — Deletes a Shift
  • Deletes a Shift — Deletes a Shift
  • Deletes a Subproject — ###### **What does it do?** This deletes a subproject. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with a role in the project owning the subproject.
  • Deletes a Supplement — Deletes a Supplement
  • Deletes a Task — This endpoint deletes a task.
  • Deletes a Task File — Deletes a Task file
  • Deletes a Team — Delete a team
  • Deletes a Time Record — Deletes a Time record
  • Deletes a Training — Deletes a Training
  • Deletes a Webhook Subscription — Deletes a Webhook subscription
  • Deletes an Allowance — Deletes an allowance
  • Deletes an Allowance Incidence — Deletes an allowance incidence
  • Deletes an Application — Deletes an Application
  • Deletes an Edit Timesheet Request — Deletes an edit timesheet.
  • Deletes an Identifier — Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany
  • Deletes an Overlap Period — Deletes an Overlap period
  • Deletes an Overtime Request — Deletes an Overtime request
  • Duplicates a Job Posting — Duplicate an existing job posting.
  • Duplicates a Review Process — Duplicate an existing review process
  • Edits a Cost Center — Edits a Cost center
  • Initiates an Agreement — Initiate the action plan for a review process target ID in a review process.
  • Invites an Employee — Send an email invitation to an unconfirmed employee to join Factorial
  • Move to Trash Bins a Document — This endpoint moves the documents to the trash bin, after 30 days they will be deleted from the system.
  • Rejects a Leave — Allows authorized users to reject employee time-off requests
  • Rejects an Overtime Request — Rejects an Overtime request
  • Remind in Bulks a Review Process — Send bulk reminders to the reviewers that haven't answered their evaluations in a review process.
  • Remove Peer Evaluations a Review Process Target — Remove peers and their evaluations from a specific participant.
  • Remove Schedules a Review Process — Removes the schedule job for a review process. This is only allowed if the process is scheduled.
  • Renames a Subproject — ###### **What does it do?** This renames a subproject. ###### **Who can use it?** Only companies who have enabled the `projects_with_subprojects` feature and users with a role in the project owning the subproject.
  • Reopens a Review Process — Reopen a finished review process.
  • Replace Reviewers a Review Evaluation — Define a new reviewer for the evaluation that will only be able to leave feedback about the employee. This can only be done if the process is active, the evaluation is not published and the evaluation type is not "self".
  • Restore From Trash Bins a Document — This endpoint restores the documents from the trash bin, remember that a document in the trash bin will be deleted from the system after 30 days.
  • Saves as Template an Evaluation Form — Save an evaluation form as a template.
  • Schedules a Review Process — Schedule a review process to start at a given date. This is only allowed if the process is in draft.
  • Sets a Company Employee Score Scale — Set the predefined employee score scale for the company.
  • Soft Deletes a Project — ###### **What does it do?** This soft deletes a project. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with the permission of delete projects.
  • Starts a Review Process — Start a review process. This is only allowed if the process is in draft or scheduled.
  • Stops a Review Process — Stop a review process.
  • Terminates an Employee — Terminates an Employee
  • Toggle Archives a Review Process — Archive or unarchive a review process
  • Toggle Archives a Schedule — Toggle archives a Schedule
  • Unarchives a Work Area — Unarchives a Work area
  • Unassigns a Project Worker — Unassigns a Project worker
  • Unterminates an Employee — Unterminates an Employee
  • Update Agreements Configurations a Review Process — Enable or disable the action plan feature of a review process.
  • Update Basic Infos a Review Process — Update the basic information of an existing review process.
  • Update by Flexible Time Records a Flexible Time Record Comment — ###### **What does it do?** This endpoint can be used to update the content for a `flexible time record comment`. ###### **What params does it accept?** - `content`: the new content for the comment. - `flexible_time_record_id`: the `flexible time record` to which the comment to be updated is associated. ###### **Who can use it?** Only companies who have enabled `projects_flexible_tracking` feature.
  • Update Competencies Assessments Configurations a Review Process — Enable or disable the generation of competencies assessments from a review process. This is only allowed while the process is in draft.
  • Update Deadlines a Review Process — Update the deadline of a review process.
  • Update Default Rating Scales a Review Questionnaire by Strategy — Update the scoring range used in rating questions for all reviewer strategies.
  • Update Employee Score Configurations a Review Process — Enable or disable the generation of employee scores from a review process. This is only allowed while the process is in draft.
  • Update Project Workers a Time Record — ###### **What does it do?** This endpoint is used to change the project that an employee (`project_worker`) has assigned to an `attendance_shift`.
  • Update Questionnaire for Strategies by Sstrategy — Update the review process questionnaire for a specific reviewer strategy (review type). It can be used to add, edit or delete questions from a draft review process.
  • Update Reviewer Strategies a Review Process — Update the review types of a review process. This is only allowed while the process is in draft.
  • Update Schedules a Review Process — Update the starting date of a scheduled review process. This is only allowed if the process is scheduled.
  • Update Statuses a Training — Update statuses a Training
  • Update Target Strategies a Review Process — Update the criteria for calculating the participants of a review process. This is only allowed while the process is in draft.
  • Updates a Blocked Period — Updates a blocked period
  • Updates a Bookkeepers Management Incidence — Updates an Incidence
  • Updates a Break Configuration — Updates a Break configuration
  • Updates a Break Configuration — Updates a Break configuration
  • Updates a Candidate — Updates ATS Candidates data
  • Updates a Code — Updates a Code
  • Updates a Comment — Updates a Comment
  • Updates a Compensation — Updates a Compensation
  • Updates a Contract Version — Updates a Contract version
  • Updates a Custom Resource Field — Creates an schema custom field
  • Updates a Document — Updates a Document
  • Updates a Family Situation — Update a family situation.
  • Updates a Feedback — This endpoint allows to update existing feedback entries associated with candidates' applications.
  • Updates a Flexible Time Record — Updates the imputed minutes for a flexible time record. Required param: `imputed_minutes`. Requires projects_flexible_tracking feature and update permissions.
  • Updates a Folder — Update a folder.
  • Updates a Group — Updates a Group
  • Updates a Job Posting — Update a job posting.
  • Updates a Leave — Updates a Leave
  • Updates a Leave Type — Updates a Leave type
  • Updates a Location — Updates a Location
  • Updates a Membership — Update the membership to either make the employee a lead of the team or remove them as a lead.
  • Updates a Planning Version — Updates a Planning version
  • Updates a Policy — Updates a Policy
  • Updates a Post — Updates a Post
  • Updates a Project — ###### **What does it do?** This updates a project with the given params. ###### **Who can use it?** Only companies who have enabled the `projects_management` feature and users with a role in the project.
  • Updates a Project Task — Updates a project task. Required: `id`, `name`, `project_id`. Optional: `content`, `starts_on`, `follow_up` (notifications), `due_on`, `assignee_ids[]`, `subproject_id`, `files[]`, `status` (default: To do). Requires projects_management feature and project create permissions.
  • Updates a Review Visibility Setting — Modifiy the visibility settings of the review process.
  • Updates a Schedule — Updates a Schedule
  • Updates a Session — Updates a Session
  • Updates a Shift — Updates a Shift
  • Updates a Supplement — Updates a Supplement
  • Updates a Task — This endpoint updates an existing task.
  • Updates a Team — Update a team
  • Updates a Training — Updates a Training
  • Updates a Training Membership — Update a training membership
  • Updates a Value — Updates a Value
  • Updates a Webhook Subscription — Updates a Webhook subscription
  • Updates a Work Area — Updates a Work area
  • Updates an Allowance — Updates an existing Time Off Allowance
  • Updates an Allowance Incidence — Updates an allowance incidence
  • Updates an Application — Updates an Application
  • Updates an Edit Timesheet Request — Updates an edit timesheet request by specifying the fields required to update the shift.
  • Updates an Employee — Updates an Employee
  • Updates an Identifier — Reads Payroll employee identifier codes, current countries supported are Portugal, Italy and Germany
  • Updates an Overlap Period — Updates an Overlap period
  • Updates an Overtime Request — Updates an Overtime request

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Factorial + SMS: common questions

Can Factorial text staff when a shift is created?

Yes. Creates a Shift can trigger Mobile Message Send SMS. Map the shift and recipient details so the message gives the worker or manager a clear notice.

Can a Factorial training event send a reminder?

Yes. Creates a Training can start a Zap that sends an SMS. The text can include the training name and other fields supplied by Factorial.

How do I set up Factorial SMS notifications?

In Zapier, select the Factorial trigger and Mobile Message action, then connect both accounts. No code is needed. Your Factorial and Mobile Message accounts must both be authorised.

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