Turn approved AnyDB copy into reusable SMS templates
When approved copy is ready, have Notis save it as a ClickSend template so your next message starts from a reliable draft.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create SMS Template
Creates a reusable SMS template for campaigns.
Why this helps
Useful message copy gets lost in records, leading to repeated drafting and inconsistent wording.
- Reuse approved wording instead of starting from scratch.
- Keep message creation connected to its source record.
- Spend less time repeating routine drafting.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and ClickSend once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a ClickSend SMS template from approved reusable copy in AnyDB, and skip records that are not approved.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real approved message and review the template in ClickSend.
Questions about this workflow
Will this send an SMS?
No. It creates a reusable SMS template. Sending remains a separate action.
How should unapproved copy be handled?
Tell Notis to skip it and report that approval is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to ClickSend. A trigger fires from one place; an action lands in another.
AnyDB 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.
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Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
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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.
AnyDB and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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