1.Receives webhook payload and maps references
Integrate Webhooks by Zapier and routing tools to extract contact and order references for lookup variables.
Send 30/60/90 day SMS reminders to participant contacts
Automatically monitor incoming webhook payloads across Webhooks by Zapier and Zapier Tables. Create tracking records and send 30, 60, and 90 day SMS reminders when webhook payloads arrive, contact references match, or order references arrive—so you can prevent delays, personalize messaging, and keep participants on schedule without manual follow-up.
How this automation schedules participant reminders
When webhook requests arrive but reminders are not automated, participants miss key check-ins and status stays unclear. This automation catches webhook payloads, looks up contacts, and creates and updates tracking while sending staged SMS messages—so your team keeps cadence without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Finds contact and deal by references
Integrate servis.ai and CRM lookup tools to retrieve phone and first name using contact and order references.
servis.aior swap with your favorite app
3.Finds or creates tracking record
Integrate Zapier Tables and data table tools to upsert a tracking row and set status to start.
Zapier Tablesor swap with your favorite app
4.Waits 30 days per tracking row
Integrate Delay by Zapier and correlation tokens to tie the wait to the correct Zapier Tables row.
Delay by Zapieror swap with your favorite app
5.Sends and updates 30 60 90 reminders
Integrate SimpleTexting and SMS messaging tools to send staged messages and update tracking status for 30 60 90 days.
SimpleTextingor swap with your favorite app
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Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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