1.Detect status column updates
Integrate monday.com and onboarding status monitoring tools to detect updated column values and trigger the welcome flow.
Send welcome SMS to client when onboarding status changes
Automatically monitor updated onboarding status across monday.com boards. Instantly send welcome SMS when onboarding status changes, status set to send, or onboarding moved to activeβso you can format phone numbers, prevent same-day duplicates, and deliver timed outreach without manual outreach.
How this automation delivers welcome SMS on status changes
When onboarding status changes but sends are handled manually, customers can get duplicates or mistimed outreach. This automation filters status criteria, formats and staggers delivery, then searches duplicates and sends the welcome SMSβso your team can scale consistent onboarding.
monday.comor swap with your favorite app
2.Continue only when preferred name exists
Integrate Filter by Zapier and validation tools to continue only when the preferred name field exists and status matches the send trigger.
Filter by Zapieror swap with your favorite app
3.Format phone and generate delay
Integrate Formatter by Zapier and phone formatting tools to convert the phone to E.164 and generate randomized delay minutes.
Formatter by Zapieror swap with your favorite app
4.Stagger delivery with randomized wait
Integrate Delay by Zapier and scheduling tools to wait for the randomized delay minutes before attempting the send.
Delay by Zapieror swap with your favorite app
5.Check for same-day outbound duplicates
Integrate RingCentral and message search tools to search outbound messages by formatted phone within today's time window.
RingCentralor swap with your favorite app
6.Send welcome SMS with personalization
Integrate RingCentral and SMS sending tools to send the onboarding SMS from the configured outbound number to the formatted phone.
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