You can configure Mercury SMS to automatically send outbound SMS messages using Workflow Rules or Process Builders.
This is achieved by configuring a Workflow Rule or Process Builder to create a Task record that will contain a specific text string in the Comments field, that will be used as a request to Mercury SMS to send the outbound SMS.
First, ensure you have an SMS Template created for the Object that you want the SMS to be sent to. Then, create your Workflow Rule / Process Builder based on the desired criteria, with an immediate or time-based action to create a new Task. The Task should be created as follows:
| Workflow Task to Trigger SMS Message | |
| Subject: | Trigger [Message Name] SMS |
| e.g. Trigger Thank You SMS | |
| Comments: | {"template":"[SMS Template ID]"} |
| e.g. {"template":"a032w000001ktyyAAA"} | |
| Note: The Task Comment must be populated this way in order to trigger Mercury SMS to send the outbound SMS. | |
| Status: | Completed |
When the Workflow Rule or Process Builder creates the Task, this will be recorded as an activity within the Activity History against the record, and will subsequently trigger the SMS Template to be sent, which will also be recorded as a Task in the Activity History with a Subject of ‘SMS: Sent’.
Here is a link to a downloadable pdf of some examples of automated SMS messages: