1.Catches retainer event via Catch Hook
Integrate Webhooks by Zapier and incoming event data to trigger the retainer SMS workflow for new invoice emails.
Send retainer SMS alerts to clients and billing staff
Automatically filter for mobile phone provided across Webhooks by Zapier and RingCentral. Get instant alerts when retainer invoice emailed, after-hours send window triggers, or valid mobile numbers confirm—so you can notify clients, route to billing staff, and hold until morning without manual after-hours follow-up.
How this automation schedules retainer SMS alerts
When retainer invoice emails happen, after-hours sends and invalid recipients can create delays and extra back-and-forth. This automation catches events, filters for mobile validity, formats local send time, delays outside business hours, and sends SMS via RingCentral—so your team can deliver on schedule.
Webhooks by Zapieror swap with your favorite app
2.Continues only for mobile provided
Integrate Filter by Zapier and data validation tools to stop records without a mobile phone and protect send quality.
Filter by Zapieror swap with your favorite app
3.Formats local send time from timestamp
Integrate Formatter by Zapier and time zone utilities to map the event timestamp into a formatted local send time.
Formatter by Zapieror swap with your favorite app
4.Delays SMS until 8:00 AM local
Integrate Delay by Zapier and business-hour rules to hold messages outside business hours until 8:00 AM local.
Delay by Zapieror swap with your favorite app
5.Sends SMS using configured template
Integrate RingCentral and SMS delivery tools to send the templated SMS to the validated recipient number.
RingCentralor swap with your favorite app
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