Question

Text Messaging Reminders

  • 26 July 2023
  • 2 replies
  • 102 views

Userlevel 1

Our firm would really like to start implementing SMS reminders to our clients that can be triggered by work tasks or client tasks. Is there anyway of doing this through Karbon? Are there any workarounds that work well for your firm?


2 replies

Userlevel 7
Badge +19

Hi @Sampad Ghosh, welcome to the Karbon community! 😁

At this time there is no official way to do sms reminders for clients, however I can think of a few ways to get it done with a little technical expertise:

  • Karbon sends webhook notification to your webhook handler (Zapier, Logic App, Function App, Twilio, etc.)
  • Handler receives notification, makes API call to retrieve the mobile phone number
  • Handler sends SMS (Twilio, Zapier, etc.)
  • [Cool, but optional] Handler adds note to Karbon work timeline.

The problem with Karbon Webhooks is that they don't send any information over in the initial webbook. Your webhook handler needs to receive the webhook and then make an API call to get the rest of the information, then decide on next steps. Of course you will only take next steps if the work is in a certain status, but you’ll get a webhook notification for every change to the work. This kind of duplicate/multiplate API call requirement may increase your Zapier expenses such that using a more complex system like an Azure web function or Twilio may be cheaper. Regardless, the concept is the same.

Please convert this to a feature request and upvote it!

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