1.Detects client activity created
Integrate AgencyBloc and activity tracking tools to detect when client activity is created.
Send timely SMS when client activity is created
Automatically monitor client activity created across AgencyBloc, Filter by Zapier, Formatter by Zapier, and ClickSend SMS. Send timely, tailored SMS when qualifying activity subjects trigger—so you can filter subjects, format phone numbers, and deliver messages without manual follow-up.
How this automation sends timely client updates
When an activity is created, delayed outreach can miss the moment a client is ready to respond. This automation filters qualifying subjects, finds the right individual, formats the phone number, and sends an SMS instantly—so your team can follow up without delay.
AgencyBlocor swap with your favorite app
2.Filters qualifying activity subjects
Integrate Filter by Zapier and automation rules to continue only for qualifying activity subjects.
Filter by Zapieror swap with your favorite app
3.Finds individual by record association
Integrate AgencyBloc and contact lookup tools to find the individual and retrieve contact phone data.
4.Formats phone number to E.164
Integrate Formatter by Zapier and phone formatting tools to convert the phone number to E.164.
Formatter by Zapieror swap with your favorite app
5.Sends tailored SMS messages
Integrate ClickSend SMS and SMS templates to send the message to the formatted phone recipient.
ClickSend SMSor 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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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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