Access Practice SE + ClickSend SMS + Google Sheets
Access Practice SE + ClickSend SMS + Google Sheets
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.
- When this happens...Task FinishedTriggers when all tasks of a task are completed.
- automatically do this...Create Spreadsheet RowCreate a new row in a specific spreadsheet.
- then do this...Lookup Spreadsheet RowFind a specific spreadsheet row based on a column and value. If found, it returns the entire row.
- then do this!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
- Task Assigned
Triggers when a task is assigned or reassigned to a team member.
Try ItTriggerInstant - Task Started
Triggers when a task starts.
Try ItTriggerInstant - Contact Created/Updated
Triggers when a contact is created or updated.
Try ItTriggerInstant - ClientRequired
- TemplateRequired
ActionWrite
- Task Finished
Triggers when all tasks of a task are completed.
Try ItTriggerInstant - Client Created/Updated
Triggers when a new client is created or updated in Access Practice SE.
Try ItTriggerInstant - ClientRequired
- First NameRequired
- Last Name
- First and Last Name
- EmailRequired
- Contact ID
- Phone Number
- Job Title
- Greeting
ActionWrite- NameRequired
- Client ID
- Client ManagerRequired
- 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
ActionWrite








