How to send an SMS automatically in Apptivo using the Estimates App?

Updated on April 21, 2022 09:38AM by Admin

The Triggers feature of Apptivo allows businesses to send an SMS automatically to a customer, contact, supplier, or employee when a condition matches in the record. You can generate SMS automatically using triggers from various applications of Apptivo like Customers App, Contacts App, Contracts App, Cases App, Cases Extended App. Candidates App, Estimates App, Invoice App, Items App, Leads App, Opportunities App, Orders App, Projects App, Purchase orders App, Supplier Invoices App, Supplier App, Targets App, and Work orders App. You can use this feature only if you have added a phone number in the Contact Center App.

Consider configuring the triggers for sending an SMS from the Estimates App. Estimates App of Apptivo permits you to configure Event Based and Time Based Triggers.

  • Event Based Triggers - An action occurs when an event is created, updated, or deleted.
  • Time Based Triggers - An action occurs when the criteria match the selected time.

Consider creating an Event Based Trigger where the action is to send an SMS in the Estimates App.

Note: This feature is available only in the Ultimate and Enterprise plans of Apptivo. Also, you should also integrate your Nexmo number with the Apptivo Contact Center app to use this feature.

Steps to Configure the SMS Trigger:

  • Log in and access the Estimates app from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings.
Estimates - Settings
  • On the Settings page, go to Estimate→ Triggers → Event Based Trigger. Select Create to create a new trigger page.
Estimates - EB Trigger Create
  • On the Create Trigger page, give a Name for the trigger. Besides, you can also set the event during which the action has to occur. Here, Estimate Created.
  • To have the trigger in operation, keep the enabled toggle ON.
Estimates - Name of EBT
  • In the Criteria section, determine the condition during which the trigger has to occur. Here, the condition is to generate a trigger when the Estimate Date is the Current Day.
  • You can make use of the Actions to set the type of trigger by using the Add dropdown. The action chosen here is Send SMS.
Estimates - Add
  • In the Create External SMS Side panel, add the information related to the SMS. You can select the phone number from which the SMS has to be sent. You can also add the SMS template.
  • In the Trigger To field, you can choose an attribute or employee to whom the SMS is to be sent. Here, the customer attribute is selected.
  • Select Create. It is added as an action.
Estimates - SMS Created
  • Once the changes are made, select Create. A new trigger is created.
Estimates - EBT Created
  • Create a new estimate in the Estimates App. On the Create Estimate page, the estimate’s date is the current day.
Estimates - New Estimate Created
  • As per the criteria in the trigger configuration, an SMS will be sent to the customer’s phone number added to the estimate.
Contact Center - Received SMS

Note: SMS will be sent only if the recipient has a phone number documented in Apptivo. Also, if more than one phone numbers is available, SMS will be sent to the first phone number by default.

  • The triggered SMS will be collected in the SMS section of the Contact Center App.
Contact-Center SMS