1.Receives fees-paid event payload
Integrate Webhooks by Zapier and data mapping tools to ingest the fees-paid payload and centralize agent and send inputs.
Send onboarding SMS when fees are paid to agents
Automatically monitor fees-paid events across Webhooks by Zapier, Real reZEN, and Twilio. Send and schedule onboarding SMS when fees are paid, anniversary dates match, or phone numbers are available—so you can confirm onboarding without manual follow-up.
How this automation sends onboarding SMS on time
When fees are paid but onboarding messages stay untriggered, delays can impact agent activation and confidence. This automation receives the fees-paid payload, looks up agent and template settings, and sends or schedules the onboarding SMS—so your team avoids manual outreach.
Webhooks by Zapieror swap with your favorite app
2.Finds agent record details
Integrate Real reZEN and customer data tools to look up the agent record and extract phone, country, and dates.
Real reZENor swap with your favorite app
3.Finds state configuration template
Integrate Zapier Tables and configuration sheets to retrieve the state-specific template and live message settings.
Zapier Tablesor swap with your favorite app
4.Computes SMS schedule dates
Integrate Formatter by Zapier and date rules tools to calculate send timing from the anniversary date for today or tomorrow.
Formatter by Zapieror swap with your favorite app
5.Sends or schedules onboarding SMS
Integrate Twilio and SMS delivery tools to send immediately or schedule a timed send with the selected template.
Twilioor 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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