How to Configure the SMS Sending Action
Learn how to customize the SMS sending action in an automation in octapipe to trigger automatic messages when rules and events are met
Support Team
Last Update il y a 4 mois
1st Step: Accessing the Automations Administration Module
In the lower left side menu, click “Automations” to view the list.
Click “New Automation” to create a rule or select an existing automation to edit.
Select the “Entity” that will be monitored (e.g., Pipeline Cards, Database Records, Tasks, or Users).
Choose the “Event” that will trigger the automation:
- Create
- Update
- Delete
- Move
- Task Completed
- All Tasks Completed
In the “Action” field, choose “Send SMS”.
If necessary, add conditions to restrict when the SMS should be sent. Configure:
- Field
- Operator
- Value
In the Settings section, fill in the fields:
- Number: enter the recipient’s phone number.
- Message: write the text that will be sent.
You can use dynamic variables represented by the (x) icon next to the field to automatically fill in data from the card or record, such as customer name, status, or order number.
After reviewing, click “Create Automation”.
The automation will become active and will send SMS messages whenever the configured event and conditions are met.
- Use variables to personalize the message with data from the card or record.
- Keep messages concise to ensure proper delivery.
- Test the automation with a sample number before deploying to production.
- Use specific conditions to avoid excessive triggers.
Conclusion:
You have learned how to configure the SMS sending action in an automation, from defining the entity and event to customizing the message with dynamic variables. This feature helps keep customers and teams informed in real time within octapipe. If you have any questions, contact our support team.