1.Runs daily at 12:00 PM
Integrate Schedule by Zapier to start the workflow and trigger membership outreach for a consistent daily send.
Send seven-day drop messages to membership contacts daily
Automatically monitor the daily schedule across Schedule by Zapier and membership messaging apps. Create and update when seven-day outreach flags show, message details are ready, or sends are attemptedβso you can send texts, format dates, and log every outreach without manual reporting.
How this automation protects your outreach
When the daily send time arrives, missed outreach can slip and members go unengaged. This automation finds flagged rows, sends messages, and logs each attempt and timestampβso your team can keep follow-through consistent.
Schedule by Zapieror swap with your favorite app
2.Finds flagged seven-day rows
Integrate Google Sheets and spreadsheet data to find membership rows flagged for seven-day outreach and create the loop payload.
Google Sheetsor swap with your favorite app
3.Loops through each recipient row
Integrate Looping by Zapier and data mapping to iterate each returned row and skip entries missing phone or message.
Looping by Zapieror swap with your favorite app
4.Sends message to the phone
Integrate SOLAPI and messaging routing to send the message text to each recipient phone with required channel options.
SOLAPIor swap with your favorite app
5.Formats the send timestamp
Integrate Formatter by Zapier and reporting tools to format the SOLAPI response date into YYYY-MM-DD for logging.
Formatter by Zapieror swap with your favorite app
6.Appends a log row
Integrate Google Sheets and ops reporting to add a log row with date, phone, and a seven-day outreach tag for visibility.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Allen Lai, Head of Customer Experience
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