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I need a workflow built so that there is a button next to each client on [login to view URL] so that when pressed, a text message is fired through TextMagic. The trigger is strictly a button that we press. updates or status changes can stay as they are for now. The message itself already exists—I have a short welcome message that ends with a link to our brochure—so you only have to drop that template into the automation. No personalisation beyond that is required, although leaving the option to add the client’s first name later would be a bonus. I currently rely on Zapier for similar tasks, so the simplest path is fine: set up the Zap, map the [login to view URL] fields to TextMagic, test with sample data, then turn it on. Once it’s live I’d like a quick walkthrough (screenshare or short doc) so I can tweak the template or change the board name in the future. Key deliverables: • Active Zap (or equivalent [login to view URL] integration) with button to send the SMS via TextMagic • My existing text template loaded and formatted correctly • Successful end-to-end test proving the SMS arrives with the brochure link • Brief hand-off instructions for edits or troubleshooting If you’ve connected [login to view URL] and TextMagic before—or know the quirks of Zapier webhooks—that’s exactly the experience I’m after.
Projekt-ID: 40258554
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Cheshire, United Kingdom
Betalingsmetode verificeret
Medlem siden maj 3, 2022
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