1.Monitors new pre-survey rows
Integrate SQL Server and database tools to run a query or watch a view for new pre-survey rows to capture the row identifier and contact fields.
Send pre-survey SMS to customer records from SQL
Automatically monitor new pre-survey rows across SQL Server and transactional SMS apps. Get instant SMS when pre-survey rows arrive, qualifying records appear, or contact fields populate—so you can normalize phones, filter recipients, and send templated messages without manual outreach.
How this automation sends pre-survey SMS at the right time
When new pre-survey rows land in SQL Server, manual outreach can miss recipients and delay coordination. This automation normalizes phone numbers, filters qualifying records, and sends templated SMS messages—so your team triggers outreach without chasing lists.
SQL Serveror swap with your favorite app
2.Normalizes phone format
Integrate Formatter by Zapier and phone number formatting tools to map the source phone field to a formatted E.164 number for delivery.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying recipients
Integrate Filter by Zapier and rules checks to continue only when the formatted phone is present and the record meets criteria.
Filter by Zapieror swap with your favorite app
4.Sends templated pre-survey SMS
Integrate SMS by Zapier and message templating tools to send the SMS to the formatted phone and include the row identifier as metadata.
SMS by Zapieror swap with your favorite app
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