1.Monitors new email in folder
Integrate Microsoft Outlook and email parsing tools to extract the portal-link request from new Sent Items emails.
Send tax reminder SMS with secure portal link
Automatically monitor new task emails in Microsoft Outlook Sent Items. Create SMS reminders with secure portal links across Formatter by Zapier, URL Shortener by Zapier, Karbon, Zapier Tables, and ClickSend SMSβso you can reduce follow-up delays, prevent duplicate reminders, and confirm delivery without manual outreach.
How this automation sends timely SMS reminders
When new client task emails arrive without a quick reminder, follow-ups stall and portal engagement drops. This automation extracts the portal link, shortens it, looks up phone contacts, and sends SMS remindersβso your team can collect tax documents faster.
Microsoft Outlookor swap with your favorite app
2.Extracts URL from email body
Integrate Formatter by Zapier and text extraction tools to capture the first link from the email body.
Formatter by Zapieror swap with your favorite app
3.Shortens extracted link for SMS
Integrate URL Shortener by Zapier and link tools to shorten the extracted URL for SMS-friendly delivery.
URL Shortener by Zapieror swap with your favorite app
4.Finds contact by recipient email
Integrate Karbon and contact data tools to search for the recipient and retrieve associated phone numbers.
Karbonor swap with your favorite app
5.Records send and prevents duplicates
Integrate Zapier Tables and spreadsheet data tools to look up message identifiers and create send records.
Zapier Tablesor swap with your favorite app
6.Sends SMS to selected phone number
Integrate ClickSend SMS and messaging tools to send a personalized SMS with the shortened secure link.
ClickSend SMSor swap with your favorite app
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Explore all tax document collection automations
Accelerate client document intake with automated request sending, file routing, and completion alerts
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Step 1
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