Make appointment changes easier to catch
When a reschedule or cancellation email needs a customer update, Notis can send the concise text you describe through ClickSend.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
Appointment changes can lead to missed visits when an email update does not reach the customer in time.
- Reduce the chance of a customer missing a changed appointment.
- Include the new time only when the email states it.
- Keep the text focused on the action the customer needs to take.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for appointment updates.
- 3Describe which changes qualify, how to find the customer's phone number, and what the text should say.
- 4Pick Agent mail's New Email Received trigger and choose a report channel.
- 5Test with one real appointment change email and review the SMS.
Questions about this workflow
Can it handle both reschedules and cancellations?
Yes. Describe each type of message and the SMS to send for it in the instruction.
What if the new time is not in the email?
Notis cannot supply a missing appointment time. Ask it to omit unavailable details or skip the text.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to ClickSend. A trigger fires from one place; an action lands in another.
Agent mail triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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