1.Detect new worksheet intake row
Integrate Smartsheet to trigger outreach when a new vehicle intake row is added.
Send condition report request texts to vehicle owners
Automatically monitor new vehicle intake rows across Smartsheet and Textline. Automatically send a condition report request and follow-up SMS—so you can avoid manual outreach, reduce missed reports, and send personalized reminders without paperwork.
How this automation sends condition report requests
When a new vehicle intake row is added, owners can miss the condition report window and delays build up. This automation triggers SMS requests and follow-up messages by delaying, formatting tokens, and sending Textline texts—so you can collect reports faster.
Smartsheetor swap with your favorite app
2.Pauses for 1 minute batching
Integrate Delay by Zapier to pause for 1 minute so short edits land before sending.
Delay by Zapieror swap with your favorite app
3.Transforms lessee name to token
Integrate Formatter by Zapier to split the lessee name and extract the first token for the salutation.
Formatter by Zapieror swap with your favorite app
4.Sends first condition report SMS
Integrate Textline to send the first SMS to the recipient phone with vehicle tokens and a condition report link.
Textlineor swap with your favorite app
5.Sends follow-up example media SMS
Integrate Textline to send a second SMS with example media and the same reference tokens for context.
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Streamline customer updates with automated message sends, status-based triggers, and CRM logging
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