Send staged onboarding SMS messages to new customers

Your onboarding emails require SMS follow‑up; manual messages delay activation and burden account managers. It sends staged SMS so customers stay informed during activation within days.

Overview

Manual SMS follow‑up during onboarding steals time from billable work and risks confusing new customers. This workflow extracts contact details from onboarding emails and delivers a staged SMS cadence as emails arrive, ensuring customers get timely status updates within days and freeing account managers to focus on setup.