USING SMS IN CUSTOM AUTOMATION BUILDER

You can easily automate sending SMS messages from your monday.com boards using the SMS powered by Sinch integration. Follow these steps to set up your customer recipes.

From your monday.com board, click Automate in the top-right corner.

Next, click Create new automation in the middle-top section.

Choose Create from scratch under "Start with the basics."

Click "When this happens" to select your automation's trigger.

Choose a trigger from the available options. This is the event that will kick off your SMS.

For example: We'll select "When status changes to something." This means an SMS will be sent whenever the status column on your board is updated.

Click the next trigger, "Then do this," type sms   , and select the "SMS" app (which represents the SMS powered by Sinch integration).

Authorise SMS powered by Sinch:

If this is your first time setting up SMS powered by Sinch, you'll be prompted to authorise the connection.

Click “I Agree” to the Cookie consent use.

Enter API Credentials.

Note: You only need to authorise SMS powered by Sinch once per monday.com account. If you've already set up a SMS powered by Sinch recipe, monday.com will automatically skip this step and direct you straight to setting up your new recipe.

If you need to generate new API credentials for SMS powered by Sinch:

• Visit the SMS powered by Sinch support page: https://support.messagemedia.com/hc/en-us/articles/4413627066383-Creating-New-API-Credentials

Set Up and Activate Your Recipe

Once you've authorised SMS powered by Sinch, you'll be able to set up your specific recipe details. This includes defining the message content, recipient, and other parameters

Important: For contacts and conversations to appear correctly in the Chat app or conversation view, your phone number column on your monday.com board must be titled exactly "Phone."

After configuring your recipe, click Create Automation to activate it.

Please reach out to support@upstream.app if there are any issues or questions.