Send welcome SMS and add buyer as contact
Send welcome SMS and add buyer as contact
Your purchased service requests arrive without tracked contacts, leaving coordinators unable to confirm scope or timing. Add contact and send SMS so coordinators can start onboarding same day.
Workflow preview:
Zap details:
Overview
When purchased service requests arrive without contact records, coordinators waste time hunting for buyer details and kickoff is delayed. This flow creates a contact and sends a welcome SMS immediately, so project managers can begin onboarding and confirm scope the same day.