Send ClickSend SMS messages from new AgencyBloc activities
Targeted messages are one of the best ways to communicate with your contacts. Send targeted campaigns via ClickSend SMS. When you create an activity with a specific subject line (i.e. AEP) in AgencyBloc, that specific individual will be sent a text message via ClickSend. You can create the activities manually in AgencyBloc or use Automated Workflow in AgencyBloc to automate the process (i.e. when an individual’s status is updated to a specific item, it generates an activity with the subject line “AEP,” which then triggers the Zapier template.)
Targeted messages are one of the best ways to communicate with your contacts. Send targeted campaigns via ClickSend SMS. When you create an activity with a specific subject line (i.e. AEP) in AgencyBloc, that specific individual will be sent a text message via ClickSend. You can create the activities manually in AgencyBloc or use Automated Workflow in AgencyBloc to automate the process (i.e. when an individual’s status is updated to a specific item, it generates an activity with the subject line “AEP,” which then triggers the Zapier template.)
- When this happens...Activity Created
Triggers when an Activity is created in AgencyBloc.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Get Individual by ID
Find and include Individual information by Individual ID.
- then do this!Send SMS
Sends a new SMS.
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