Access Practice SE + ClickSend SMS + Google Sheets
Send ClickSend SMS messages when new tasks are completed in Access Practice SE
Send an SMS to your client with ClickSend SMS when a new task is marked as done in Access Practice SE to keep your client informed of progress. To control which closed tasks trigger client messages, update a row in a Google Sheet first where the message details can be updated. Then, add a column to your closed job tracking worksheet to update the SMS send status. Use this Yes/No status to control when to send the message to the client.
Send an SMS to your client with ClickSend SMS when a new task is marked as done in Access Practice SE to keep your client informed of progress. To control which closed tasks trigger client messages, update a row in a Google Sheet first where the message details can be updated. Then, add a column to your closed job tracking worksheet to update the SMS send status. Use this Yes/No status to control when to send the message to the client.
- When this happens...Task Finished
Triggers when all tasks of a task are completed.
- automatically do this...Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- then do this...Lookup Spreadsheet Row
Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.
- then do this!Send SMS
Sends a new SMS.
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Task Assigned
Triggers when a task is assigned or reassigned to a team member.
Try ItTask Started
Triggers when a task starts.
Try ItContact Created/Updated
Triggers when a contact is created or updated.
Try ItClientRequired
TemplateRequired
Task Finished
Triggers when all tasks of a task are completed.
Try ItClient Created/Updated
Triggers when a new client is created or updated in Access Practice SE.
Try ItClientRequired
First NameRequired
Last Name
First and Last Name
EmailRequired
Contact ID
Phone Number
Job Title
Greeting
NameRequired
Client ID
Client ManagerRequired
Client Type
Email
Primary Contact - First Name
Primary Contact - Last Name
Primary Contact - First and Last Name
Primary Contact - Email
Primary Contact - Phone Number
Primary Contact - Job Title
Address Line 1
Address Line 2
City
State
Postal Code
Country
