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  • ClickSend SMS logoClickSend SMS logo
  • Google Sheets logoGoogle Sheets logo
  • Access Practice SE logoAccess Practice SE logo
  • ClickSend SMS logoClickSend SMS logo
  • Google Sheets logoGoogle Sheets logo

Access Practice SE + ClickSend SMS + Google Sheets

Access Practice SE + ClickSend SMS + Google Sheets

Access Practice SE + ClickSend SMS integrations

Send ClickSend SMS messages when new tasks are completed in Access Practice SE

Send an SMS to your client with ClickSend SMS when a new task is marked as done in Access Practice SE to keep your client informed of progress. To control which closed tasks trigger client messages, update a row in a Google Sheet first where the message details can be updated. Then, add a column to your closed job tracking worksheet to update the SMS send status. Use this Yes/No status to control when to send the message to the client.

  1. When this happens...
    Task Finished
    Task Finished
    Task FinishedTriggers when all tasks of a task are completed.
  2. automatically do this...
    Create Spreadsheet Row
    Create Spreadsheet Row
    Create Spreadsheet RowCreate a new row in a specific spreadsheet.
  3. then do this...
    Lookup Spreadsheet Row
    Lookup Spreadsheet Row
    Lookup Spreadsheet RowFind a specific spreadsheet row based on a column and value. If found, it returns the entire row.
  4. then do this!
    Send SMS
    Send SMS
    Send SMSSends a new SMS.
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More things you can do with these apps

Discover other triggers and actions you can use with Access Practice SE, Google Sheets, and more

  • Access Practice SE triggers, actions, and search
    Task Assigned

    Triggers when a task is assigned or reassigned to a team member.

    Trigger
    Instant
    Try It
  • Access Practice SE triggers, actions, and search
    Contact Created/Updated

    Triggers when a contact is created or updated.

    Trigger
    Instant
    Try It
    • Client
      Required
    • Template
      Required
    Action
    Write
  • Access Practice SE triggers, actions, and search
    Task Finished

    Triggers when all tasks of a task are completed.

    Trigger
    Instant
    Try It
  • Access Practice SE triggers, actions, and search
    Client Created/Updated

    Triggers when a new client is created or updated in Access Practice SE.

    Trigger
    Instant
    Try It
    • Client
      Required
    • First Name
      Required
    • Last Name
    • First and Last Name
    • Email
      Required
    • Contact ID
    • Phone Number
    • Job Title
    • Greeting
    Action
    Write
    • Name
      Required
    • Client ID
    • Client Manager
      Required
    • Client Type
    • Email
    • Primary Contact - First Name
    • Primary Contact - Last Name
    • Primary Contact - First and Last Name
    • Primary Contact - Email
    • Primary Contact - Phone Number
    • Primary Contact - Job Title
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Postal Code
    • Country
    Action
    Write
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About Access Practice SE
Access Practice SE is a workflow solution that lets you manage your client data, communication and accounting practice jobs and track their progress easily.
Related categories
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About ClickSend SMS
ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax and Letters worldwide.
Related categories
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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