SMS Alert node

The SMS Alert node sends a text message to the selected users in the workspace when an incident occurs in business processes. These text messages are especially useful when urgent action is needed from the Synerise users. You can use this node to inform about anomalies, getting closer to a workflow goal, form submissions, running out of coupons, and other events.

Requirements

1. Enable integration with an SMS provider in Synerise.
2. Create a sender account in Synerise.
3. Create a message template.

Node configuration

1. To create a workflow that lets you send SMS alerts to the Synerise users, go to Automation > Workflows > New workflow.
2. Select one of the business or profile trigger nodes.
3. Click THEN > SMS Alert.
4. Click the node.
5. In the Sender details section, select the SMS account from which the message will be sent.
6. In the Content section, select the message template created as a part of the requirements.
7. In the Recipient section:
   • To choose an existing list, click the search box:
     1. Go to the Saved lists tab.
     2. Select a list of recipients.
   • To create a list of recipients of the alert SMS, click the search box:
     1. In the Profiles tab, use the text field to find recipients or enter a phone number to add recipients outside the contact base.
     2. Confirm the selection by clicking Add.
     3. Confirm the list by clicking Save list. This way you can use this list in the future.
        Result: A pop-up opens.
     4. In the List name field, enter the name of the list.
     5. Confirm by clicking Apply.
     6. Go to Saved lists tab.
     7. Select the list you created.
8. Confirm the action setting by clicking Apply.

Example of use

This example presents an automated scenario triggered by a lead form submission on a specific URL.

1. In the settings of Profile Event, select a form submission event.
2. Add SMS Alert action. In its setting, select the account from which the message will be sent, select the recipients and the template of the alert.
3. When a text message is sent to the recipients, the process ends.