Configure SMS actions to send automated text messages through your workflows. This guide shows you how to set up and use SMS actions effectively.

🎥 Video walkthrough

Step-by-step guide

Follow these steps to create your SMS action:

1. Select SMS action

Choose SMS Action from the available action types to get started. Action Type

2. Configure your SMS action

Fill in the required fields:
  • Name: Enter a name for your action (e.g., “My SMS Action”).
  • Description: Briefly describe your SMS action (e.g., “Action for sending automated SMS”).
  • From: Select the sender’s phone number from the dropdown.
  • To: Input the recipient’s phone number (e.g., “123-456-7890”).
  • CC: Add any phone numbers to CC (e.g., “987-654-3210”).
  • Message: Write the message body (e.g., “Hello, this is a reminder for our meeting on [date]. Please be prepared.”).
After filling in all fields, click Create Action to save your SMS action. 🎉

Example SMS action setup

  • Name: My SMS Action
  • Description: Action for sending automated SMS
  • From: Select from dropdown
By following these steps, you enable efficient SMS communication and automation in your application. SMS Action Example

3. Create the action

Once you’ve filled in all the required details, click Create Action. SMS Example

4. View added actions

You can view your added actions by clicking on the action name. View Added Actions