Send a helpful text after payment confirmation
Give customers a timely confirmation by text when the matching email includes a usable phone number and payment details.
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
Customers may wait for confirmation while you manually check payment notices and send updates.
- Send a confirmation without a separate manual follow-up.
- Include only payment details present in the email.
- Set clear rules for which payment notices should trigger a text.
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 payment confirmations.
- 3In one instruction, describe qualifying confirmations, the recipient phone number source, and the SMS wording.
- 4Pick Agent mail's New Email Received trigger and choose a report channel.
- 5Test with one real payment confirmation and check the recipient and message.
Questions about this workflow
What if the email has no customer phone number?
Tell Notis to skip the SMS when the email does not contain a usable number.
Can I include the amount paid?
You can ask Notis to include the amount if it appears in the confirmation email.
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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