Send planned customer SMS campaigns on schedule
Give approved customer updates a dependable send time with a schedule and a prepared ClickSend list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create and Send SMS Campaign
Creates and sends an SMS campaign to a contact list.
Why this helps
Campaigns can slip when someone has to remember the send time and move a ready message into the messaging tool.
- Reduce missed campaign send times
- Use a prepared ClickSend contact list
- Keep the scheduled send instruction and report together
Setup
Build it in a few focused steps.
- 1Connect ClickSend once in the Notis portal; Agile CRM has no trigger events for this workflow.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to send the approved SMS campaign to the named ClickSend contact list at the scheduled run.
- 4Choose a notis_cron schedule and select where run reports should go.
- 5Test with one real example and verify recipient consent, message content, and opt-out wording before launch.
Questions about this workflow
Does the workflow select recipients from Agile CRM?
No Agile CRM trigger events are available. The campaign action sends to a ClickSend contact list you specify.
What should a marketing message include?
Marketing messages must include an opt-out mechanism. Confirm the list is consented and the campaign is approved before scheduling.
Can this be set to send once or repeatedly?
The trigger is a recurring schedule. Specify a schedule that matches the intended campaign cadence and avoid overlapping or unintended repeated sends.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to ClickSend. A trigger fires from one place; an action lands in another.
Agile CRM triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Agile CRM and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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