How to Configure the SMS Sending Action

Configuring the “Send SMS” action allows you to automatically send text messages to defined recipients, keeping customers and teams informed in real time about changes in cards, records, or tasks.

1st Step: Accessing the Automations Administration Module

In the lower left side menu, click “Automations” to view the list.

2nd Step: Creating or Editing an Automation

Click “New Automation” to create a rule or select an existing automation to edit.

3rd Step: Defining Entity and Event

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 Each entity has its own events that can be used depending on the context.

4th Step: Selecting the Action

In the “Action” field, choose “Send SMS”.

5th Step: Applying Conditions (Optional)

If necessary, add conditions to restrict when the SMS should be sent. Configure:

• Field
• Operator
• Value

6th Step: Configuring the SMS

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.

7th Step: Saving the Automation

After reviewing, click “Create Automation”.

The automation will become active and will send SMS messages whenever the configured event and conditions are met.

Best Practices:

• 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.